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Karolyn W

Series 66

Onalaska, WI

Edward Jones

Karolyn Winkler is a financial advisor at Edward Jones with two years of industry experience and holds a Series 66 designation. She has worked at Edward Jones since 2013 and has also been self-employed as a freelance editor since 2011. In her freelance work, she focuses on editing publications such as resumes and newsletters. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee 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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Justin W

CFP®, Series 66

Onalaska, WI

Edward Jones

Justin Wise is a CFP® professional with 17 years of industry experience, currently serving at Edward Jones since 2009. He operates out of Onalaska, WI. Outside of his advisory role, he is a partner at OakMarsh Partners, a retailer of game calls, where he oversees online sales. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Divorce financial planning Business ownership considerations Business exit / sale strategy Retirement income strategy General estate planning guidance Founder/Business Owner
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