Michael Douglas Kroeschen

Advisor at Edward Jones — Mt Vernon, IL Broadway

Updated today

Credentials

Series 63, Series 66

Experience

21 years

Location

Mt Vernon, IL 62864

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

Michael Kroeschen is a financial advisor at Edward Jones in Mt Vernon, IL, holding Series 63 and Series 66 designations with 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he is the managing partner of MTK Holdings, an LLC based in Mount Vernon. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices across the United States.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) 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

Mt Vernon, IL Broadway

1726 Broadway

Mt Vernon IL 62864

Advisors at this office

1

Most active in

Illinois · Texas

Work history

21 years of industry experience

Edward Jones

2004 - Present • 22 years

St Louis, MO

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

Nathan S

Series 66

Mt. Vernon, IL

FIFTH THIRD SECURITIES, Inc.

Nathan Scholes is a financial advisor with Fifth Third Securities, Inc. based in Marion, Illinois. He holds a Series 66 designation and has 13 years of industry experience. His prior work includes roles at Cetera Advisor Networks, LLC and Quad Graphics. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options, including advisor-directed models and separately managed accounts, and combines third-party portfolio managers with IAR-managed sleeves on a platform that features direct indexing and a tax-overlay service.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
user avatar

Beverly H

Series 63, Series 66

Mt. Vernon, IL

FIFTH THIRD SECURITIES, Inc.

Beverly Hart Meek is a financial advisor with Fifth Third Securities, Inc. in Effingham, IL, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Fifth Third Securities since 2004. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with a corporate affiliation to a large bank, offering multiple discretionary managed-account options and features such as direct indexing and tax-overlay services.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
user avatar

Mccabe S

Series 66

Mt. Vernon, IL

J. W. Cole Advisors, Inc.

Mccabe Strothmann is a financial advisor at J.W. Cole Advisors, Inc. with seven years of industry experience. He holds a Series 66 designation and previously worked at First Southern Bank, LPL Financial, and AT&T. Outside of his advisory role, he is the owner of Shepherd Wealth Advisors and maintains an interest in beekeeping through his involvement with HoneyBee Haven. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent advisers. The firm provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, employing both discretionary and non-discretionary investment approaches.

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

Sheila B

Series 66

Mt Vernon, IL

Edward Jones

Sheila Burge is a Series 66–licensed financial advisor with Edward Jones in Mt Vernon, IL, with seven years of industry experience. She has been with Edward Jones since 2001. 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 nationwide network of over 23,700 financial advisors and manages approximately $1.01 trillion in assets under management.

Passive / index investing ESG / Sustainable investing General retirement planning Retired Founder/Business Owner Executive
user avatar

David N

Series 63, Series 65

Mount Vernon, IL

Cetera

David Nichols is a financial advisor at Cetera with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including VOYA Financial Advisors and Cetera Wealth Services. Nichols is also president and owner of Nichols Investment Group Ltd, which offers insurance and investment products. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Joseph S

Series 66

Mount Vernon, IL

Edward Jones

Joseph Shapiro is a financial advisor at Edward Jones in Mount Vernon, IL, with 17 years of industry experience. He has been with Edward Jones since 2009 and holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and tax-efficient services under a fiduciary standard.

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