Angola, IN W 100 N Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,095 advisors across 14,148 offices

Location

1975 W 100 N, Suite A

Angola IN 46703

Advisors at this office

2

Advisors at this office

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Micah M

Series 66

Angola, IN

Edward Jones

Micah Mc Coy is a financial advisor at Edward Jones in Angola, IN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Micah worked at Farmers State Bank and Midsolv, and also owned a detailing business called Real McCoy Detailing. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,000 financial advisors. The firm offers a range of investment strategies under a fiduciary standard and manages approximately $1.01 trillion in assets.

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

Lori O

Series 63, Series 66

Angola, IN

Edward Jones

Lori Olson is a financial advisor at Edward Jones with 32 years of industry experience. She has been with Edward Jones since 2010 and holds the Series 63 and Series 66 licenses. Outside of her advisory role, she is a consultant for Mary Kay beauty products and Usborne Books, using these affiliations to support local school and daycare donations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large nationwide network of advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner
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