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124 advisors near
53523
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Out of 400,000+ nationwide
Aaron G
Series 63
Lake Mills, WI
Edward Jones
Aaron Genthe is a financial advisor at Edward Jones with 29 years of industry experience. He has been with Edward Jones since 1999 and holds the Series 63 designation. Outside of his advisory role, he serves as President and currently as Director At-Large of the Lake Mills Area Community Foundation, where he manages an eight-person board overseeing community donations and grants. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual households and institutional clients. The firm offers a range of advisory programs and investment options supported by a large national network of advisors and branch offices.
Terrance J
Series 66
Cottage Grove, WI
LPL Financial
Terrance Johnson is a financial advisor with LPL Financial in Cottage Grove, WI, holding a Series 66 license and 13 years of industry experience. His prior work includes positions at J.P. Morgan Chase Bank, GWFS Equities, and Mclane. Outside of his advisory role, he provides part-time non-investment care services for his disabled mother. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.
Ethan S
Series 66
Lake Mills, WI
Edward Jones
Ethan Schmidt is a Series 66-licensed financial advisor with Edward Jones, based in Lake Mills, WI, and has three years of industry experience. His prior roles include positions at Summit Credit Union, Retirement Income Strategies, and Mutual of Omaha Investor Services and Insurance Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.
Phillip K
CFP®, Series 66
Stoughton, WI
Edward Jones
Phillip Knutson is a CFP® professional with 12 years of industry experience, currently advising clients at Edward Jones since 2013. He holds a Series 66 license and is based in Stoughton, Wisconsin. 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 with a broad network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
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Finding advisors...
124 advisors near
53523
within the area shown on the map
Out of 400,000+ nationwide