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Nicholas W

ChFC®, Series 63, Series 66

West Bend, WI

Edward Jones

Nicholas Walschinski is a financial advisor at Edward Jones with 12 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. Walschinski has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

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

Series 66

West Bend, WI

Edward Jones

Garrett Kindelspire is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he served ten years with the United States Navy at NAVAIR. He manages rental properties in Scottsdale, Arizona, handling initial renter communications. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory and investment solutions, supported by a large network of financial advisors and branch offices across the country.

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Military & Veterans Founder/Business Owner
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Travis S

CFP®, Series 66

West Bend, WI

Edward Jones

Travis Surita is a CFP® credentialed financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2019, he worked at Mayville Engineering Company, Rockwell Automation, and Alto-Shaam, Inc. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment solutions through a nationwide network of financial advisors and branch offices.

Retirement income strategy College savings (529s, UTMA, etc.) Business ownership considerations Wealth management Founder/Business Owner
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