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Phillip S

Series 66

Rochester, MN

Edward Jones

Phillip Schroeder is a financial advisor at Edward Jones in Rochester, MN, holding a Series 66 designation with one year of industry experience. Before joining Edward Jones, he spent nine years with Minnesota Ag Group. He is also involved in agricultural production through Klein's Cow Palace LLC, a dairy operation in Lake City, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a network of more than 23,000 advisors. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, 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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Keegan S

CFP®, Series 66

Rochester, MN

Edward Jones

Keegan Schmidt is a CFP® professional with 10 years of experience, currently serving as a financial advisor at Edward Jones since 2016. He has a background in the United States Marine Corps Reserve, where he has served since 2014. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Retirement income strategy Business ownership considerations Inheritance planning Retirement withdrawal strategies Wealth management Founder/Business Owner Doctor or Medical Professional
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Kaye A

Series 66

Rochester, MN

Edward Jones

Kaye Anderson is a financial advisor at Edward Jones with nine years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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