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Randy G

Series 63

Marshfield, WI

Edward Jones

Randy Gershman is a financial advisor with Edward Jones in Marshfield, WI, holding a Series 63 designation and over 38 years of industry experience. He has been with Edward Jones since 1987. Outside of his advisory role, he manages a single-member LLC for personal aircraft use. 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 strategies, and manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors.

Retirement income strategy General retirement planning Wealth management Charitable giving & philanthropy Doctor or Medical Professional Values-based investing Christian Faith Based
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Thomas G

Series 66

Marshfield, WI

Edward Jones

Thomas Gershman is a financial advisor with Edward Jones in Marshfield, WI, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2019, he held various roles including work at the University of North Dakota and managed a waterfront bar and grille. He serves as Treasurer for Shiloh Bound Inc., a startup nonprofit, assisting with policy and procedure development. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a large network of advisors and branch offices nationwide. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Retirement income strategy Wealth management Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner Doctor or Medical Professional Intergenerational Families
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Kenneth K

Series 66

Marshfield, WI

Edward Jones

Kenneth Kies is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior work includes roles at Bedford Precision Parts, Edelbrock, and Federal Policy Group. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a nationwide 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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