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Joshua C Nybroten

Advisor at Edward Jones — Batavia, IL

Updated today

Credentials

Series 66

Experience

< 1 year

Location

Batavia, IL

Edward Jones logo

Edward Jones

Institution

Total advisors

24,285

Across 14,134 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Joshua Nybroten is a financial advisor at Edward Jones in Batavia, IL, holding a Series 66 credential with less than one year of industry experience. Prior to joining Edward Jones, he held various positions outside the financial sector, including roles at Edelweiss Lodge and Resort and several hospitality and food service companies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment advisory services and managing approximately $1.01 trillion in assets.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Batavia, IL

Batavia IL

Advisors at this office

1

Most active in

Illinois

Work history

< 1 year of industry experience

Edward Jones

2026 - Present • 1 year

St. Louis, MO

Unemployed

2026 - 2026 • 1 year

612 Church St, IL

Edelweiss Lodge and Resort

2024 - 2026 • 2 years

Garmisch-Partenkirchen

Flathead Lake Lodge

2024 - 2024 • 1 year

Bigfork, MT

Granby Ranch Ski Resort

2023 - 2024 • 1 year

Granby, CO

Flathead Lake Lodge

2023 - 2023 • 1 year

Bigfork, MT

Thrivent Investment Management inc

2023 - 2023 • 1 year

Tucson, AZ

Flathead Lake Lodge

2022 - 2022 • 1 year

Bigfork, MT

Upper Crust Pizza

2020 - 2020 • 1 year

Tucson, AZ

Jimmy John's

2020 - 2020 • 1 year

Tucson, AZ

Smashburger

2019 - 2019 • 1 year

Oro Valley, AZ

University of Arizona

2018 - 2023 • 5 years

Tucson, AZ

Unemployed

2018 - 2018 • 1 year

Tucson, AZ

Ironwood Ridge High School

2017 - 2018 • 1 year

Oro Valley, AZ

Verona Area High School

2014 - 2017 • 3 years

Verona, WI

Unemployed

2014 - 2017 • 3 years

Verona, WI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Noah Y

Series 65

West Chicago, IL

York Wealth Management, LLC

Noah York is the sole advisor at York Wealth Management, LLC, an independent registered investment adviser based in West Chicago, IL. He holds a Series 65 designation and has one year of industry experience. Prior to founding his firm in 2024, he worked at West Chicago Bible Church for five years. Outside of financial advising, Noah coaches youth sports through Official Finders, LLC, a role he has held since 2014. York Wealth Management provides discretionary portfolio management and tiered financial planning services to individual and high-net-worth clients. The firm utilizes model portfolios from the Altruist Model Marketplace and applies tactical and strategic asset allocation with ongoing monitoring and tax-management tools.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business Financial Management Entity structure planning (LLC, S-Corp) Tax strategies for small businesses Self-Employed Founder/Business Owner

Maggie B

CFP®, CPA, RICP®

Naperville, IL

NexJenn Financial Services

I believe that everyone should have access to a professional advisor who understands their needs and can help them achieve the lifestyle they desire. As a financial advisor, I am dedicated to learning about your personal goals and using them to build a retirement plan tailored to your unique situation. NexJenn Financial Services was founded in response to the demand for financial planning from my tax clients. Often squeezed between spending for their kids’ education, caring for an elderly relative and saving for their own retirement, many were anxious about their financial future. I have enjoyed helping my clients find a balance and focus on building a strong financial future. I am a CPA® and CERTIFIED FINANCIAL PLANNER Professional®, as well as a Retirement Income Certified Professional®. Additionally, I am a member of the National Association of Personal Financial Advisors and the XY Planning Network. In my spare time, my husband and I volunteer at a homeless shelter. I also love to bike and travel and am an aspiring photographer. I have been married for 30 years and together with my awesome husband, we’ve raised three awesome kids.

General retirement planning Elder care planning Sandwich Generation Gen X (Born 1965-1980)
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Christopher K

Series 63, Series 65

Wheaton, IL

Wolfstone Wealth

Christopher Krzus is a financial advisor at Wolfstone Wealth with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for U.S. Bancorp Investments for 12 years before joining Wolfstone Wealth in 2023. Outside of his financial advisory role, he coaches 8th grade girls volleyball at the Sports Performance Volleyball Club in Aurora, IL. Wolfstone Wealth provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, businesses, and qualified retirement plans. The firm uses a proprietary, diversified asset allocation methodology informed by multiple analytical approaches and offers customized portfolio management with regular plan reviews.

Active portfolio management Options & derivatives strategies Private / alternative investments
user avatar

Jeffrey D

CFP®

Glen Ellyn, IL

4D Financial Advisors, LLC

Jeffrey Dvorak is a CFP® professional with 13 years of experience in financial advising. He has been the sole advisor at 4D Financial Advisors, LLC since 2012. 4D Financial Advisors serves individual and high-net-worth clients by providing investment supervisory services and comprehensive financial planning, including retirement, tax, estate, insurance, and education planning. The firm manages approximately $88 million for about 62 clients, employing a long-term, globally diversified investment approach tailored to documented client objectives and risk tolerance.

General retirement planning Social Security optimization Tax-loss harvesting
user avatar

Zhe L

CFA®

Naperville, IL

April Asset Management LLC

Zhe Li is a CFA® charterholder and principal at April Asset Management LLC in Naperville, IL, with one year of experience in financial advising. Prior to founding the firm, Li held roles at FICO-Wiseco, Tongdun Technology, Ernst & Young, and Protiviti Inc. April Asset Management LLC, formed in 2026, provides discretionary and non-discretionary portfolio management and financial planning services to individual and business clients. The firm employs a long-term, diversified investment approach using U.S. equities, ETFs, bonds, and certificates of deposit, and offers both hourly and fixed-fee financial planning arrangements.

General tax planning Wealth management Passive / index investing Active portfolio management
user avatar

Michael L

CFP®

Wheaton, IL

Lamke Financial LLC

Michael Lamke is a CFP® professional with 13 years of experience in financial advising. He is the sole advisor at Lamke Financial LLC in Wheaton, IL. In addition to his advisory role, he has been a manager at AT&T since 1984. Lamke Financial provides financial planning and investment guidance to individuals, families, and small businesses, focusing on tailored advice for retirement, estate, and tax planning. The firm emphasizes a long-term, safety-oriented investment approach using passive equity exposures, dividend stocks, and fixed-income instruments, and operates on an hourly or project-based fee model without discretionary trading authority.

General retirement planning General tax planning Passive / index investing Real estate investing
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