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Matthew U

CFP®, Series 66

Waterloo, IA

Edward Jones

Matthew Untiedt is a financial advisor with Edward Jones in Waterloo, IA, holding the CFP® designation and Series 66 license. He has 10 years of 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 manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

General retirement planning Retirement income strategy Wealth management General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Michael H

CFP®, Series 66

Waterloo, IA

Edward Jones

Michael Huisman is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Waterloo, IA. He has seven years of industry experience, including three years at Atlantic Bottling Company prior to joining Edward Jones in 2019. Huisman is involved with Cardone Equity Fund V, LLC, a real estate multifamily fund in Aventura, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs supported by a large network of financial advisors and branch offices nationwide.

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy Wealth management Military & Veterans Founder/Business Owner Doctor or Medical Professional
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