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Kristin Hill

Advisor at Edward Jones

Updated today

Location

Prairie Du Chien, WI 53821

Credentials

Series 66

Industry experience

11 years

About

Kristin Hill is a financial advisor with Edward Jones in Prairie Du Chien, WI, holding a Series 66 designation and 11 years of industry experience. She has been with Edward Jones since 1993. Outside of her advisory role, she is a member of 4 Hills on the River LLC, a rental property business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

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

1000 S Marquette Road Ste A

Prairie Du Chien, WI 53821

Most active in

Texas · Wisconsin

Work history

Edward Jones

1993 - Present (33 years)

Disclosures

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

Business activities & affiliations

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Robert B

Series 66

Prairie Du Chien, WI

Ameriprise

Robert Bird is a financial advisor with Ameriprise in Prairie Du Chien, WI, holding a Series 66 designation and 14 years of industry experience. He previously worked at Edward Jones for 12 years before joining Ameriprise in 2023. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset thresholds, providing customized Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver non-discretionary advice and offers a broad range of advisory, brokerage, and insurance solutions.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar

Tyler K

Series 66

Prairie Du Chien, WI

LPL Financial

Tyler Kozelka is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He has worked at Peoples State Bank and LPL Financial since 2015. Outside of his advisory role, he is involved with Debrad, Inc., where he works as a bartender. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and asset management solutions supported by an in-house research team, combining large-scale advisory operations with various non-advisory product offerings.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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James J

Series 66

Prairie Du Chien, WI

Edward Jones

James Jones is a Series 66-licensed financial advisor with Edward Jones in Prairie Du Chien, Wisconsin, and has 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and supports its advisory services through a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

David S

Series 63, Series 66

Prairie Du Chien, WI

Edward Jones

David Strnad is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and having 28 years of industry experience. He has been with Edward Jones since 1997. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

College savings (529s, UTMA, etc.) Retirement income strategy Wealth management Business ownership considerations Founder/Business Owner
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Jeffrey C

Series 63

Prairie Du Chien, WI

Edward Jones

Jeffrey Clausen is a financial advisor with Edward Jones in Prairie Du Chien, WI, holding a Series 63 designation and 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, Clausen works as a radio broadcaster and play-by-play announcer for WQPC in Prairie Du Chien. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment strategies and operates under a fiduciary standard, with notable capabilities such as affiliated mutual funds and securities-based lending.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Bridget N

Series 66

Prairie Du Chien, WI

Edward Jones

Bridget Nichols is a financial advisor at Edward Jones in Prairie Du Chien, WI, holding a Series 66 designation with three years of industry experience. Before joining Edward Jones, she worked for the City of Prairie du Chien and Jim's Bar. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Retired Founder/Business Owner Executive
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