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Andrew L
CFP®, Series 66
Lima, OH
Edward Jones
Andrew Lotz is a CFP® professional with six years of industry experience currently affiliated with Edward Jones since 2019. His prior work history includes roles at Bob Evans and Libbey Inc. Outside of his advisory role, he has worked as a server at Bob Evans in Bowling Green, Ohio. 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 nationwide network of financial advisors and branch offices.
Cameron L
Series 66
Lima, OH
Edward Jones
Cameron Lauck is a financial advisor with Edward Jones in Lima, Ohio. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he held roles at Tiffin University and Indiana Wesleyan University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive national network of advisors and branch offices and offers additional services such as tax-efficient strategies and securities-based lending.
Zachary L
CFP®, Series 66
Lima, OH
Edward Jones
Zachary Lauck is a CFP®-certified financial advisor with Edward Jones in Lima, Ohio, where he has worked since 2012. He holds a Series 66 license and has 14 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment programs 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 nationwide network of more than 23,700 financial advisors and 15,100 branch offices.
Michael F
Series 66
Lima, OH
Edward Jones
Michael Fisher is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked for 24 years at Buckeye Hardware Inc. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. 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.
David L
Series 63
Lima, OH
Edward Jones
David Lotz is a financial advisor at Edward Jones in Lima, OH, holding a Series 63 license and with 33 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 advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.
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