Kayla Suehs

Advisor at Edward Jones — Waupaca, WI N Main St

Updated today

Credentials

Series 66

Experience

2 years

Location

Waupaca, WI 54981

Edward Jones logo

Edward Jones

Institution

Total advisors

24,179

Across 14,133 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Kayla Suehs is a financial advisor at Edward Jones in Waupaca, WI, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at Volm Companies, LUSA Associates, Woodbury Custom Homes, Thrivent Financial, CoVantage Credit Union, and Agropur. She is also the owner of The Budget Nerd LLC, where she provides budgeting tools to friends and family. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, managed solutions, and affiliated investment products through a nationwide network of financial advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management

Occupation focus

Founder/Business Owner Military & Veterans Doctor or Medical Professional Educators, Teachers, and Academics

Demographic focus

Religious/faith focused

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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

Waupaca, WI N Main St

100 N Main St

Waupaca WI 54981

Advisors at this office

2

Most active in

Wisconsin

Work history

2 years of industry experience

Edward Jones

2024 - Present • 2 years

St Louis, MO

Edward Jones

2022 - 2024 • 2 years

St Louis, MO

Volm Companies

2021 - 2022 • 1 year

Antigo, WI

LUSA Associates

2021 - 2021 • 1 year

Antigo, WI

Woodbury Custom Homes

2021 - 2021 • 1 year

Wausau, WI

Thrivent Financial

2019 - 2019 • 1 year

Antigo, WI

The Budget Nerd LLC

2018 - Present • 8 years

Waupaca, WI

CoVantage Credit Union

2017 - 2018 • 1 year

Antigo, WI

Agropur

2014 - 2017 • 3 years

Weyauwega, WI

Disclosures

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

Business activities & affiliations

user avatar

John K

CFA®

Weyauwega, WI

Mercer Global Advisors Inc.

John Koch is a CFA® charterholder affiliated with Mercer Global Advisors Inc. He has a combined 11 years of industry experience, including a decade at iSectors, LLC. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options alongside financial planning and retirement consulting services.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Women Professionals Established Professionals
user avatar

Anton Z

Series 63, Series 66

Amherst, WI

Empower Advisory Group

Anton Zanella is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role, he worked at Northwestern Mutual in various capacities from 2023 to 2025 and has also operated a mobile DJ business, performing at weddings and public events. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm offers an integrated service model tied to Empower’s recordkeeping platforms, focusing on long-term portfolio strategies and standardized plan lineups selected by plan sponsors.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar

Joshua K

Series 66

Waupaca, WI

Thrivent Investment Management

Joshua Korotka is a financial advisor with Thrivent Investment Management in Waupaca, WI, holding a Series 66 designation and one year of industry experience. Prior to his current role, he was affiliated with Thrivent Financial. Outside of his advisory work, he owns a fresh produce stand operating seasonally in Wisconsin and participates in fishing tournaments sponsored by local businesses. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based planning across a range of financial topics. The firm offers these services through a network of advisors, combining planning with managed-account options under a consolidated billing structure while maintaining separate planning and investment management functions.

Business ownership considerations
user avatar

Gregory F

Series 63, Series 65

Fremont, WI

RBC Capital Markets

Gregory Fuerst is a financial advisor with RBC Capital Markets in Fremont, WI, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. His prior work history includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs with customizable portfolio management and financial planning services, leveraging both in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar

Logan J

Series 66

Waupaca, WI

OSAIC

Logan Johnson is a financial advisor with Osaic Wealth Inc., holding a Series 66 designation and one year of industry experience. His work history includes roles at Waypoint Financial Solution, Inc. and the University of Wisconsin - Madison. Osaic Wealth Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to manage portfolios across various asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Mitchell K

Series 66

Waupaca, WI

OSAIC

Mitchell Kennedy is a financial advisor at Osaic Wealth Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at Target Corporation in both store and headquarters roles from 2011 to 2025. Kennedy is also the owner of MK Onyx, LLC. Osaic Wealth serves a broad range of retail and institutional clients, providing integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple advisory platforms. The firm utilizes various asset-allocation tools and offers discretionary and non-discretionary portfolio management, incorporating diverse investments such as stocks, bonds, mutual funds, and alternative assets.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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