Edgerton, WI Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

3

Of 24,118 advisors across 14,155 offices

Location

2 Burdick St

Edgerton WI 53534

Advisors at this office

3

Advisors at this office

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Stephen T

Series 63

Edgerton, WI

Edward Jones

Stephen Thompson is a Series 63 licensed financial advisor at Edward Jones in Edgerton, WI, with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he rents farmland in the Edgerton area. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers 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

Andrew M

Series 66

Edgerton, WI

Edward Jones

Andrew Messmer is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held positions at Commercial Recreation Specialists and Gillware Data Recovery. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across different net-worth levels, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Ezra R

Series 66, Series 63

Edgerton, WI

Edward Jones

Ezra Robinson is a financial advisor at Edward Jones with two years of industry experience. His prior work includes roles at Chase Bank and various positions outside finance, including military service in the Air Force and employment at Amazon. He is also the owner of The Caring Brothers, a moving and contracting business based in Janesville, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

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