Beaver Dam, WI 1503 N Spring St Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,095 advisors across 14,159 offices

Location

1503 N Spring St

Beaver Dam WI 53916

Advisors at this office

2

Advisors at this office

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Rebecca D

Series 66

Beaver Dam, WI

Edward Jones

Rebecca Davison is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and previously worked at David Geschke Financial/LPL Financial LLC. Outside the financial sector, she has experience with Amazon Vine and US Cellular. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households and organizations. The firm manages over $1 trillion in assets and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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

David G

ChFC®, Series 66

Beaver Dam, WI

Edward Jones

David Geschke is a financial advisor at Edward Jones in Beaver Dam, WI, holding the ChFC® designation and Series 66 license with 19 years of industry experience. He previously worked at Edward Jones from 2006 to 2022 and operated Geschke Financial with LPL and Cornerstone from 2022 to 2026. Outside of advising, he is a self-employed musician and author. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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