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Ethan L

CFP®, Series 66

Menominee, MI

Edward Jones

Ethan Linstad is a CFP® and holds a Series 66 designation with seven years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Pharmaceutical Product Development and the University of Illinois at Chicago. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a variety of segments. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services through a nationwide network of advisors and branches.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Military & Veterans Founder/Business Owner
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Jody V

Series 66

Menominee, MI

Edward Jones

Jody Van Laanen is a financial advisor at Edward Jones in Menominee, MI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Jody worked at Stryker Orthopedics for seven years and Great Lakes Orthopedics (Arthrex) for four years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 advisors, offering a range of advisory programs including wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Active portfolio management General retirement planning Retirement income strategy Dentist Doctor or Medical Professional
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