Battle Creek, MI 3164 Capital Avenue SW Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,118 advisors across 14,155 offices

Location

3164 Capital Avenue SW

Battle Creek MI 49015

Advisors at this office

2

Advisors at this office

Karen R

CFP®, Series 63, Series 66

Battle Creek, MI

Edward Jones

Karen Reeves is a financial advisor with Edward Jones in Battle Creek, MI, holding a CFP® designation and Series 63 and 66 licenses. She has 24 years of industry experience and has been with Edward Jones since 1994. Outside of her advisory role, she works as an announcer for an online radio station and is an investor in a ministry and owner of an LLC. 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 network of financial advisors and branch offices.

Retirement income strategy General retirement planning Retired Founder/Business Owner Executive

Katie A

Series 66

Battle Creek, MI

Edward Jones

Katie Atkinson is a financial advisor at Edward Jones in Battle Creek, MI, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, she worked in healthcare and hospitality roles, including positions at HCA and Firekeepers Casino and Hotel. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Business succession planning Family Business General estate planning guidance Inheritance planning Wealth management Military & Veterans Founder/Business Owner Newlywed/Engaged Young Families
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