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Lydia S

Series 66

Monroe, WI

Edward Jones

Lydia Steinmann is a financial advisor at Edward Jones with a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she serves as a volunteer Board Assistant for the Counsel of Catholic Women in Argyle, WI, where she compiles data to prepare membership and activity reports. 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, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and managed solutions, supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Retirement withdrawal strategies Retired Founder/Business Owner Executive
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Misty W

Series 63, Series 66

Monroe, WI

Edward Jones

Misty Warnecke is a financial advisor with Edward Jones in Monroe, WI, holding Series 63 and Series 66 designations and four years of industry experience. Prior to joining Edward Jones, she worked at GWFS Equities, Inc./Empower and Prudential Investment Management Services LLC. Outside of her advisory role, she works as a server and bartender at a locally owned bar and grill in Watertown, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies with over one trillion dollars in assets under management.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning General retirement planning Wealth management Retired Founder/Business Owner Executive
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