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Robert H

Series 66

Aledo, IL

Edward Jones

Robert Holtschlag is a financial advisor with Edward Jones in Aledo, IL. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Northwestern Mutual and General Grind and Machine Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

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

CFP®, Series 63, Series 66

Aledo, IL

Edward Jones

Anthony Holtschlag is a CFP® professional with 21 years of industry experience and has been with Edward Jones since 2004. He is based in Aledo, IL, and holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves as the head basketball coach for Mercer County High School and works as a local sports official. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated capabilities. The firm manages approximately $1.01 trillion in assets and operates a large national 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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Michael F

Series 63, Series 65, Series 66

Taylor Ridge, IL

LPL Financial

Michael Foland is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and over 34 years of industry experience. His prior roles include positions at Western International Securities, U.S. Bancorp Investments, Wells Fargo, and Robert Baird & Co. He is also licensed as an insurance agent, selling annuities and life insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions, supported by research and technology, serving a large network of advisors and managing substantial discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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