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Laura M

Series 66

Reedsburg, WI

Edward Jones

Laura Morehouse is a Series 66-credentialed financial advisor at Edward Jones with seven years of industry experience. She has worked at Edward Jones since 2018 and previously held positions in the healthcare and hospitality sectors. Outside of her advisory role, she serves as a volleyball referee and coaches a club volleyball team in Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Inheritance planning General estate planning guidance Retired Founder/Business Owner Executive
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Katie S

Series 66

Reedsburg, WI

Edward Jones

Katie Schmidt is a financial advisor at Edward Jones in Reedsburg, WI, with 11 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2015. 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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