Elkhorn, WI O'Connor Dr Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,118 advisors across 14,150 offices

Location

210 O'Connor Dr Suite 103

Elkhorn WI 53121

Advisors at this office

2

Advisors at this office

Stacy W

CFP®, Series 63

Elkhorn, WI

Edward Jones

Stacy Whiteman is a CFP® with 28 years of industry experience, currently affiliated with Edward Jones since 1997. She holds a Series 63 license and is based in Elkhorn, WI. Outside of her advisory role, she owns a rental property in Salt Lake City, UT. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy College savings (529s, UTMA, etc.) Charitable giving & philanthropy Retired Founder/Business Owner Executive
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Benjamin R

Series 66

Elkhorn, WI

Edward Jones

Benjamin Robers is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked in education with the Elkhorn Area School District, Salem School District, Lawrence University, and Minot State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

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