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Anthony K

CFP®, Series 63

Wayzata, MN

Edward Jones

Anthony Kieffer is a CFP® professional with 22 years of experience, all with Edward Jones since 2004. He holds a Series 63 license and is based in Wayzata, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households and organizations. The firm offers various advisory strategies, including discretionary and non-discretionary managed solutions, 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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Jacob M

Series 66

Wayzata, MN

Edward Jones

Jacob Morris is a financial advisor with Edward Jones in Wayzata, MN, holding a Series 66 credential and bringing seven years of industry experience. Prior to joining Edward Jones in 2018, he worked for Osseo Area Schools for twelve years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and affiliated investment products through a large nationwide network of advisors and branches.

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

Series 66

Wayzata, MN

Edward Jones

Annette Funke Thompson is a financial advisor at Edward Jones with 28 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

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

CFP®, Series 63

Wayzata, MN

Edward Jones

Christopher Kruse is a CFP®-designated financial advisor with Edward Jones in Wayzata, MN, holding 21 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as Chairman of the Board of Deacons at St. John's Lutheran Church and has held leadership positions with the Rotary Club of Monticello. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

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

CFP®, Series 66

Wayzata, MN

Edward Jones

Jeremy Jung is a financial advisor at Edward Jones with eight years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2018, Jeremy worked at Best Buy and Cabela's. Outside of finance, he owns a cabin rental business in Crosslake, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the United States.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Divorce financial planning Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Retired Founder/Business Owner Executive
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Natalie W

Series 66, Series 63

Wayzata, MN

Edward Jones

Natalie Weelborg is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 and Series 63 designations. Her prior roles include positions at Houlahan Loke Capital Inc, Houlihan Lokey, BMO Capital Markets, and the University of St Thomas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and supports a large nationwide network of advisors and branch offices, offering a range of advisory and investment solutions under a fiduciary standard.

Retirement income strategy Business ownership considerations Wealth management Founder/Business Owner
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