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Amy S

Series 63

La Crosse, WI

Edward Jones

Amy Stodola is a financial advisor with Edward Jones in La Crosse, WI, holding a Series 63 designation and 21 years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Charitable giving & philanthropy Divorce financial planning Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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Michael S

Series 66

La Crosse, WI

Edward Jones

Michael Stangl is a financial advisor at Edward Jones in La Crosse, WI, holding a Series 66 designation. He has eight years of prior experience in the banking industry with Citizens State Bank of La Crosse and Merchants Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets with a large network of advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Inheritance planning Real estate investing Retired Founder/Business Owner Executive
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Curtis B

Series 66

La Crosse, WI

Edward Jones

Curtis Bisek is a financial advisor at Edward Jones in La Crosse, WI, holding a Series 66 designation with eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent 12 years at Morgan Murphy Media (WKBT-TV). 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 and offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

General retirement planning Retirement income strategy Wealth management General estate planning guidance Doctor or Medical Professional
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David K

Series 66

La Crosse, WI

Edward Jones

David Kincaid is a financial advisor at Edward Jones in La Crosse, WI, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves on the finance committee of NewLife Equipping Ministry in El Dorado, KS. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
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Thomas D

Series 66

La Crosse, WI

Edward Jones

Thomas Dolan is a financial advisor with Edward Jones in La Crosse, WI, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, he worked for Morgan Murphy Media for ten years. He is also the managing member of 7 Rivers Media, a marketing and advertising business, although it has been inactive for several years. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy College savings (529s, UTMA, etc.) Retirement withdrawal strategies Passive / index investing ESG / Sustainable investing Retired Founder/Business Owner Executive
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Brandon H

Series 66

La Crosse, WI

Edward Jones

Brandon Hudson is a financial advisor with Edward Jones in La Crosse, WI, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in various roles including at Dick's Sporting Goods and the Bureau of Indian Affairs. Outside of his advisory work, he serves as an assistant coach for the boys' high school hockey team at Aquinas Catholic Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients with comprehensive advisory programs and a nationwide network of over 23,000 financial advisors. The firm offers discretionary and non-discretionary investment strategies, affiliated mutual funds, and operates under a fiduciary standard.

Divorce financial planning Business ownership considerations Retirement income strategy General retirement planning General estate planning guidance Founder/Business Owner
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