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Martina Stenfors

Advisor at Edward Jones — Germantown, WI W175 N11086 Stonewood Dr

Updated today

Credentials

Series 66

Experience

8 years

Location

Germantown, WI 53022

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,152 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Martina Stenfors is a financial advisor at Edward Jones with seven years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2018. Prior to this, she worked at Manna Inc/Chili's for twelve years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

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

Germantown, WI W175 N11086 Stonewood Dr

W175 N11086 Stonewood Dr, Ste C

Germantown WI 53022

Advisors at this office

2

Most active in

Texas · Wisconsin

Work history

8 years of industry experience

Edward Jones

2018 - Present • 8 years

St Louis, MO

Manna Inc/Chili's

2006 - 2018 • 12 years

West Milwaukee, WI

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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Nkozi K

Series 63, Series 66

Germantown, WI

Thrivent Investment Management

Nkozi Knight is a financial advisor with Thrivent Investment Management in Germantown, WI, holding Series 63 and Series 66 licenses and bringing four years of industry experience. Prior to joining Thrivent, Knight worked at Northwestern Mutual Investment Services and U.S. Bank. Outside of advising, Knight owns multiple businesses including GreenHomeHub, a cleaning and sustainability company, NEST Healthworks, a healthcare consulting firm, and Bodhi Photography, a creative media enterprise, and serves on the boards of the Marquette University Alumni Association and Greater Galilee Community Development Center. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial planning without discretionary portfolio management, and allows clients to integrate planning with managed-account services through its WealthPlan option.

Business ownership considerations
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Brian S

ChFC®, Series 63, Series 66

Hartland, WI

Selerski Asset Management, LLC

Brian Selerski is a financial advisor with Selerski Asset Management, LLC in Hartland, Wisconsin. He holds the ChFC® designation and has 21 years of industry experience, including 19 years with Northwestern Mutual Investment Services and 16 years with Northwestern Mutual Wealth Management Company. He manages his independent advisory firm as a solo practitioner. Selerski Asset Management serves individuals, families, high-net-worth clients, trusts, estates, businesses, charities, and employee benefit plans. The firm offers financial planning, discretionary investment management, and qualified plan consulting, employing a strategic asset allocation approach with custom portfolios and a mix of analytical methods. The firm is notable for providing both plan-level and participant-level retirement plan consulting, including discretionary services and educational seminars, which is uncommon among independent solo advisors.

Wealth management
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Matthew B

Series 65

Glendale, WI

Erenda Capital

Matthew Buehler is a financial advisor at Erenda Capital with three years of industry experience. He holds the Series 65 designation and previously worked at Glarus Capital for five years and Ankura Consulting for one year. Buehler’s background includes involvement in law, private equity, and asset valuation, including co-founding a farmland private equity business. Erenda Capital provides discretionary and non-discretionary portfolio management and financial planning services to individuals, trusts, estates, and business entities. The firm employs a proprietary, value-oriented equity selection approach, focusing on concentrated portfolios and offering tailored allocation profiles without taking custody of client assets.

Active portfolio management Concentrated stock management Income planning
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David S

Series 65

Milwaukee, WI

SIMS Capital Management LLC

David Sims is a Series 65-licensed financial advisor with 16 years of industry experience. He has been with SIMS Capital Management LLC since 2003. SIMS Capital Management LLC is a small advisory firm managing approximately $56 million across about 16 client relationships. The firm provides discretionary portfolio management for individual investors and manages the publicly traded Eagle Capital Growth Fund, Inc., employing a blend of value and growth stock selection with a specialization in closed-end funds.

Active portfolio management
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Luke L

CFA®

Mequon, WI

Founder360° Family Office

Luke La Manna is a CFA® charterholder with two years of industry experience. He is the founder of Founder360° Family Office and previously worked at Cottage Row Partners and Reinhart Partners, Inc. In addition to his financial career, he has worked in family dentistry at Lakeshore Family Dentistry for nine years. Founder360° Family Office provides services to founders of closely held businesses, their families, and entrepreneurs with complex business, tax, and estate planning needs. The firm combines family-office services, business advisory, discretionary investment management, and a proprietary business diagnostic software platform, offering a mix of personalized portfolio management and automated tools with an emphasis on integrating enterprise value drivers and personal financial objectives.

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy Private / alternative investments Founder/Business Owner Dentist Veterinarian
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Janet K

Milwaukee, WI

Janco Wealth Management

Janet Kratz is the sole advisor at Janco Wealth Management in Milwaukee, WI, with 18 years of industry experience. She has been with Janco Investment Counsel since 1985. Janco Wealth Management serves individual and trust clients, providing investment advisory and portfolio management services with a focus on fundamental and cyclical analysis. The firm manages approximately $42.5 million, primarily on a non-discretionary basis, and offers customized asset management along with financial planning tools.

Wealth management Cash flow / budgeting Women Professionals
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