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Keith N

Series 63, Series 66

Goshen, IN

Edward Jones

Keith Neuenschwander is a financial advisor with Edward Jones in Goshen, IN, holding Series 63 and Series 66 licenses and over 22 years of industry experience. He has been with Edward Jones since 2003. Outside of advising, he teaches a personal finance class at Ivy Tech Community College. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets with a network of over 23,700 advisors. 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.

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

ChFC®, Series 63

Goshen, IN

Edward Jones

James Kirk is a financial advisor at Edward Jones with 24 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at LPL Financial, Interra Credit Union, CUNA Brokerage Services Inc, and Alaska USA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

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