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Isabelle H

Series 66

Louisburg, KS

Edward Jones

Isabelle Holtzen is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and has prior work experience at John Deere and First Option Bank. Outside of finance, she has worked with the Louisburg Aquatic Center and Louisburg High School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides 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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Jacob H

Series 66, Series 63

Louisburg, KS

Edward Jones

Jacob Hill is a financial advisor at Edward Jones in Louisburg, KS, holding Series 66 and Series 63 licenses with three years of industry experience. His prior work includes roles at Manhattan Country Club, Wenger Manufacturing Inc, and teaching positions at Kansas State University and Louisburg Middle/High School. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large network of advisors and branches nationwide.

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive
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Craig H

Series 63, Series 66

Louisburg, KS

Edward Jones

Craig Holtzen is a financial advisor with Edward Jones in Louisburg, Kansas, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he serves as president of the Louisburg Endowment Association, where he organizes meetings, participates in scholarship selections, and explains the endowment's functions to the community. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient services.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
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