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Jennifer N

Series 66

Oak Creek, WI

Edward Jones

Jennifer Norvik is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and previously worked at Molded Rubber and Plastic Corp and C&C Administration. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

Retirement income strategy Business ownership considerations Business exit / sale strategy Multi-generational wealth transfer Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Intergenerational Families
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Scott M

Series 66

Oak Creek, WI

Edward Jones

Scott Mank is a financial advisor with Edward Jones in Oak Creek, WI. He holds the Series 66 designation and has 10 years of industry experience, all with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and is notable for its extensive nationwide network of advisors and branches.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Inheritance planning Multi-generational wealth transfer Retired Founder/Business Owner Executive Women Professionals Women's Finance Widow/Widower
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