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Benjamin M

Series 66

Ashland, WI

Edward Jones

Benjamin Martinsen is a financial advisor with Edward Jones in Ashland, Wisconsin, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he was involved with Northern Clearing Inc. for eleven years and managed Barksdale Properties LLC for five years, which sold its last rental asset in 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

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

Series 66

Ashland, WI

Edward Jones

Heather Kalla is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and is based in Ashland, Wisconsin. Kalla’s career has been entirely with Edward Jones, beginning in 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate accounts. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary wrap fees, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

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

Series 66

Ashland, WI

Edward Jones

Dylan Hudson is a Series 66 licensed financial advisor with Edward Jones in Ashland, Wisconsin, bringing nine years of industry experience. He has been with Edward Jones for his entire career, starting in 2016. 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 under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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