Max Henry Vande Slunt

Advisor at Edward Jones — Waupun, WI Washington Ave

Updated today

Credentials

Series 66

Experience

2 years

Location

Waupun, WI 53963

Edward Jones logo

Edward Jones

Institution

Total advisors

24,095

Across 14,152 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Max Vande Slunt is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and has prior work experience that includes roles at Wisconsin School of Business and University of Wisconsin-Madison. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of investment strategies and services through a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management

Occupation focus

Founder/Business Owner

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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

Waupun, WI Washington Ave

114 Washington Ave

Waupun WI 53963

Advisors at this office

3

Most active in

Texas · Wisconsin

Work history

2 years of industry experience

Wisconsin School of Business

2023 - 2024 • 1 year

Madison, WI

Edward Jones

2023 - Present • 3 years

St Louis, MO

University of Wisconsin-Madison

2021 - 2024 • 3 years

Madison, WI

Landscaper's Edge

2018 - 2022 • 4 years

Waupun, WI

St. Mary's Springs Academy

2013 - 2021 • 8 years

Fond Du Lac, 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

Larry G

Series 63, Series 65

Fond Du Lac, WI

Merit Financial Advisors

Larry Goebel is a financial advisor with Merit Financial Advisors in Fond Du Lac, WI, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, LPL Financial, Cambridge Investment Research, and Voya Financial Advisors. He is also the president and owner of Goebel Insurance & Financial Inc., an insurance agency specializing in life, health, disability, long-term care, and fixed annuities. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving a diverse client base, including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy using model portfolios and modular sleeves, supported by an Investment Management team and committee, and offers specialized services such as independent fiduciary and ESOP trustee work.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner Retired Executive
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Terry T

Series 63

Beaver Dam, WI

Packerland Brokerage Services, Inc.

Terry Timper is a financial advisor at Packerland Brokerage Services, Inc. with 39 years of industry experience. He holds the Series 63 designation and has been with Packerland since 2003. In addition to his advisory role, Timper is involved in insurance sales, including life, health, disability, long-term care, and annuities. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory solutions through multiple platforms and maintains a dual registration as an SEC-registered investment adviser and FINRA broker-dealer.

Retirement income strategy Options & derivatives strategies Wealth management
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Jamie H

Series 63

Beaver Dam, WI

Commonwealth Financial Network

Jamie Henning is a financial advisor with Commonwealth Financial Network who holds a Series 63 designation and has 33 years of industry experience. He has worked at Commonwealth Financial Network since 2004 and currently owns Henning Wealth Management, LLC, operating as Silver Leaf Investment Advisors. Henning has also held roles in retail banking, including Senior Vice President and Retail Banking Officer at American Bank. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including investment management and retirement plan consulting, with advisors having discretion to construct client portfolios from various securities and insurance products.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Justin H

Series 63, Series 65

Beaver Dam, WI

Empower Advisory Group

Justin Hoffman is a financial advisor with Empower Advisory Group in Beaver Dam, WI, holding Series 63 and Series 65 licenses and eight years of industry experience. His previous work includes roles at Empower Retirement, the Hoffman Family business, and Little Blossoms Preschool. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients, utilizing an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates in its financial planning services.

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

Series 66, Series 63

Oakfield, WI

Empower Advisory Group

Michael Siedschlag is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Empower Advisory Group since 2023, following six years with Personal Capital Advisors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

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

Jennifer F

Series 66

Fond Du Lac, WI

Edward Jones

Jennifer Foster is a financial advisor at Edward Jones in Fond Du Lac, Wisconsin, holding a Series 66 designation with nine years at the firm and two years of industry experience. Prior to her current role, she worked at Press Box for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a nationwide network of financial advisors and branch offices.

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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