Misty Lynn Warnecke

Advisor at Edward Jones — Monroe, WI 16th Ave

Updated today

Credentials

Series 63, Series 66

Experience

5 years

Location

Monroe, WI 53566-1764

Edward Jones logo

Edward Jones

Institution

Total advisors

24,285

Across 14,119 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Misty Warnecke is a financial advisor at Edward Jones with five years of industry experience. She holds Series 63 and Series 66 designations and has previous experience at GWFS Equities, Prudential Investment Management Services, and The Prudential Insurance Company of America. Outside of her financial career, she works as a server and bartender at a locally owned bar and grill in Watertown, Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory options, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning General retirement planning Wealth management

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

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

Monroe, WI 16th Ave

1007 16th Ave

Monroe WI 53566-1764

Advisors at this office

1

Most active in

Texas · Wisconsin

Work history

5 years of industry experience

Edward Jones

2024 - Present • 2 years

St Louis, MO

GWFS EQUITIES, INC. /Empower

2022 - 2024 • 2 years

Dubuque, IA

Prudential Investment Management Services LLC

2021 - 2022 • 1 year

Milton, WI

The Prudential Insurance Company of America

2021 - 2022 • 1 year

Milton, WI

Blain Supply

2013 - 2021 • 8 years

Janesville, 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

Robert E

Series 65

Davis, IL

Stonebrook Capital Management, Inc.

Robert Endres is a financial advisor at Stonebrook Capital Management, Inc. with 13 years of industry experience. He holds the Series 65 designation and has been with Stonebrook Capital since 2012. Stonebrook Capital Management provides personalized financial planning and investment management services to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages diversified portfolios using a combination of fundamental and technical analysis, with an emphasis on downside risk management.

General retirement planning Cash flow / budgeting Retired Founder/Business Owner
user avatar

Regan L

Series 66

Monticello, WI

VOYA Financial Advisors, Inc.

Regan Lindell is a financial advisor at Voya Financial Advisors, Inc. with seven years of industry experience. She holds the Series 66 designation and previously worked at LPL Financial, LLC and the University of Wisconsin Credit Union. Lindell has also been involved with Camp Anokijig in two separate years. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement advisory services through a large network of representatives, utilizing both affiliated and unaffiliated investment products and combining in-house and external strategists.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired

Craig H

Series 66

Monroe, WI

Edward Jones

Craig Hoesly is a financial advisor with Edward Jones in Monroe, Wisconsin, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard with a nationwide network of financial advisors and branch offices.

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

Scott O

CFP®, Series 63

Monroe, WI

Edward Jones

Scott O'Brien is a CFP®-designated financial advisor with Edward Jones in Monroe, WI, with 32 years of industry experience. He has been with Edward Jones since 1992. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a nationwide network of more than 23,700 financial advisors.

General retirement planning Retired Founder/Business Owner Executive
user avatar

Benjamen S

Series 66

Monroe, WI

Thrivent Investment Management

Benjamen Smith is a Series 66-credentialed financial advisor with Thrivent Investment Management, based in Monroe, WI, and has one year of industry experience. Prior to joining Thrivent, he held roles at various organizations including The Wood Cycle and Cornhusker Bank. He serves as Sponsor Chair on the Cheese Days Board, which organizes a bi-annual community event. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial planning without portfolio management or discretionary trading authority. The firm’s services include comprehensive planning on topics such as retirement, tax, estate, and special needs.

Business ownership considerations
user avatar

Jon H

Series 63

Juda, WI

LPL Financial

Jon Heller is a financial advisor with LPL Financial, holding a Series 63 designation and 29 years of industry experience. He has worked at LPL Financial since 1997 and concurrently at Bank of New Glarus since 1994. Outside of his advisory roles, he serves as treasurer for the Brodhead Youth Basketball Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)