Green Bay, WI Cardinal Lane Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,095 advisors across 14,150 offices

Location

933 Cardinal Lane

Green Bay WI 54313

Advisors at this office

2

Advisors at this office

Mark Z

Series 66

Green Bay, WI

Edward Jones

Mark Zurowski is a Series 66 licensed financial advisor at Edward Jones in Green Bay, WI, with six years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Grace Community Church and Heritage Beam and Board. Zurowski also owns a commercial real estate business focused on leasing a dual financial advisor office in Green Bay. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and offers a range of discretionary and non-discretionary investment solutions under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Liquidity event planning Business ownership considerations Retirement income strategy Founder/Business Owner

Charlie R

Series 66

Green Bay, WI

Edward Jones

Charlie Rotherham is a financial advisor at Edward Jones in Green Bay, WI, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he worked at The Elite Group and Nicolet Wealth Management and spent time in education. Outside of his advisory role, he serves on the finance committee for the CP Center and holds a minority partnership in The Elite Group, a promotional products business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance General retirement planning Founder/Business Owner
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