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Michael N

CFP®, Series 66

Downers Grove, IL

Edward Jones

Michael Nulicek is a CFP® and holds a Series 66 license with 12 years of industry experience. He has been with Edward Jones since 2013, working out of Downers Grove, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 63, Series 66

Downers Grove, IL

Edward Jones

Robert Brennan is a financial advisor at Edward Jones with 34 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Edward Jones in 2019, he worked with Kamco Real Estate LLC and Alta Equipment Company. 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, including both discretionary and non-discretionary options, and operates under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Wealth management ESG / Sustainable investing General retirement planning Retired Founder/Business Owner Executive
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