Amery, WI Keller Ave S Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

3

Of 24,085 advisors across 14,176 offices

Location

329 Keller Ave S

Amery WI 54001

Advisors at this office

3

Advisors at this office

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Debra K

Series 66

Amery, WI

Edward Jones

Debra Kindschy is a financial advisor with Edward Jones in Amery, WI, holding a Series 66 designation and four years of industry experience. She worked at Dairy State Bank from 2016 to 2018 before joining Edward Jones in 2018. 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 solutions supported by a large nationwide network of financial advisors and branch offices.

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

Ryan C

Series 66

Amery, WI

Edward Jones

Ryan Collins is a Series 66-licensed financial advisor at Edward Jones with 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, Collins serves as a board member for the Amery Golf Course. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and maintaining a large network of financial advisors nationwide.

Retirement income strategy Retirement withdrawal strategies Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner

Eric M

Series 66

Amery, WI

Edward Jones

Eric Morrissey is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked for Cardinal Glass from 2004 to 2021. Outside of his advisory role, he serves as a varsity softball coach for the Clear Lake School District in Wisconsin. 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, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Inheritance planning General retirement planning Retired Founder/Business Owner Executive
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