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Curtis K

Series 66

Peshtigo, WI

Edward Jones

Curtis Kuchenberg is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior roles include a position at Northwestern Mutual and experience outside of finance at Great North Auto Wash and White's Grocery. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Justin O

Series 63

Peshtigo, WI

Edward Jones

Justin Oberg is a financial advisor with Edward Jones in Peshtigo, WI, holding a Series 63 designation and 20 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory work, he is involved in managing a rental property in Peshtigo. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Founder/Business Owner
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