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Brian B

Series 63

Sheboygan Falls, WI

Edward Jones

Brian Beeck is a financial advisor at Edward Jones with 28 years of industry experience, including 22 years at Edward Jones. He holds the Series 63 designation and is based in Sheboygan Falls, Wisconsin. Outside of his advisory role, Beeck serves on the board of directors for Camp Fire USA in Sheboygan Falls, where he is involved in executive director observation, curriculum planning, staff meetings, and oversight of camp directors. 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 and offers a range of advisory programs and investment options supported by a nationwide network of more than 23,700 financial advisors.

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

Series 66

Manitowoc, WI

Edward Jones

Andrew Ziolkowski is a financial advisor with Edward Jones in Manitowoc, Wisconsin, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Ziolkowski Chiropractic Clinic and Cardinal Stritch University. Outside of his advisory role, he serves as an assistant coach for the Manitowoc Lincoln High School Track and Field and Cross Country teams. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services. The firm is known for its extensive network of financial advisors and branch offices, offering services that include discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds.

College savings (529s, UTMA, etc.) Divorce financial planning General estate planning guidance Cash flow / budgeting Retired Founder/Business Owner Executive
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Keith H

Series 66

Sheboygan, WI

LPL Financial

Keith Hendricks is a financial advisor with LPL Financial in Sheboygan, WI, holding a Series 66 designation and 15 years of industry experience. Before joining LPL Financial in 2018, he worked at INVEST Financial Corp. and U.S. Bancorp Investments, Inc. Since 2023, he has also served as a high school soccer coach at Sheboygan Christian School. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and a variety of investment strategies supported by internal and third-party research.

College savings (529s, UTMA, etc.)
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Christy J

Series 66

Sheboygan, WI

Thrivent Investment Management

Christy Jacobs is a financial advisor with Thrivent Investment Management in Sheboygan, WI, holding a Series 66 credential and two years of industry experience. She has worked with Thrivent Financial and its affiliated entities since 2016. Outside of her advisory role, Jacobs serves as the Community Engagement Chair and a board member of a local professional women's organization, where she helps connect the group with community activities and supports nonprofit funding decisions. She also works as a wine tasting consultant for a company that offers at-home Napa wine experiences. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive, goal-based financial analyses while maintaining planning and managed-account services separately.

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