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Heike B

CFP®, ChFC®, Series 66

Wichita, KS

Edward Jones

Heike Beeson is a financial advisor with Edward Jones in Wichita, KS, holding the CFP®, ChFC®, and Series 66 designations. She has seven years of industry experience and has been with Edward Jones since 2018. Prior to her career in financial advising, she worked for ten years at Skyline Schools USD 438. 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 range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Business ownership considerations Inheritance planning General estate planning guidance Retired Founder/Business Owner Executive
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