Noah Robert Brisky

Advisor at Edward Jones — Monroe, WI 17th Avenue

Updated today

Credentials

Series 66

Experience

12 years

Location

Monroe, WI 53566

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

Noah Brisky is a financial advisor with Edward Jones in Monroe, WI, holding a Series 66 designation and with 12 years of industry experience. He has been with Edward Jones since 2013. Outside of advising, he is the owner of Brisky Business LLC, a real estate leasing company based in New Glarus, WI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a nationwide network of more than 23,000 financial advisors.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Charitable giving & philanthropy Business ownership considerations Multi-generational wealth transfer Retirement income strategy Retirement withdrawal strategies

Occupation focus

Founder/Business Owner

Demographic focus

Intergenerational Families

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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

Monroe, WI 17th Avenue

1122 17th Avenue

Monroe WI 53566

Advisors at this office

1

Most active in

Texas · Wisconsin

Work history

12 years of industry experience

Edward Jones

2013 - Present • 13 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

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
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