Denver, CO Lincoln Street Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

3

Of 24,095 advisors across 14,148 offices

Location

1120 Lincoln Street Suite 101

Denver CO 80203

Advisors at this office

3

Advisors at this office

Levi K

Series 63, Series 66

Denver, CO

Edward Jones

Levi Kautz is a financial advisor with Edward Jones in Denver, CO, holding Series 63 and Series 66 credentials and 28 years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Kurt Bethke. Outside of his advisory work, he serves as an assistant basketball coach for the Byers High School boys basketball team. 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 wrap fee strategies, managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Retirement income strategy Divorce financial planning Business exit / sale strategy Business ownership considerations General estate planning guidance Founder/Business Owner Young Families

Andrew K

Series 66

Denver, CO

Edward Jones

Andrew Kloppenburg is a financial advisor with Edward Jones in Denver, CO. He holds a Series 66 designation and has eight years of industry experience, having previously worked at Rosemann & Associates and The University of Kansas. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) Charitable giving & philanthropy Multi-generational wealth transfer ESG / Sustainable investing Passive / index investing Engineering Professional

John D

CFP®, Series 66

Denver, CO

Edward Jones

John De Jong is a CFP® and Series 66 registered financial advisor with 11 years of industry experience. He is currently with Edward Jones in Denver, CO, having joined the firm in 2023. His prior experience includes six years at Transamerica Investors Securities Corporation and a role at Ambassador Bilingual School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment strategies. The firm is known for its large network of financial advisors and branch offices, as well as a comprehensive suite of affiliated investment and lending services.

Retirement plans for business owners (SEP, solo 401k) Multi-generational wealth transfer Retirement income strategy Wealth management ESG / Sustainable investing Retired Founder/Business Owner Executive
View complete list of advisors at this office
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