Marion, IN S Baldwin Ave Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

4

Of 24,095 advisors across 14,148 offices

Location

1301 S Baldwin Ave Suite 106

Marion IN 46953

Advisors at this office

4

Advisors at this office

Kristopher H

Series 66

Marion, IN

Edward Jones

Kristopher Holtzleiter is a financial advisor at Edward Jones with a Series 66 designation. He has been with Edward Jones since 2025 and previously worked in college recruiting and law enforcement. Outside of his advisory role, he serves as Director of Baseball Operations for USA Prime Indiana and is the Head Baseball Coach at Eastbrook Baseball. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Early retirement planning ESG / Sustainable investing Wealth management Charitable giving & philanthropy Retired Founder/Business Owner Executive Values-based investing Religious/faith focused

Charles B

ChFC®, Series 66

Marion, IN

Edward Jones

Charles Bock is a ChFC® and Series 66-registered financial advisor with Edward Jones in Marion, IN, having two years of industry experience. His prior roles include positions at The American Bank of Missouri and Primerica Financial Services, as well as involvement with Wabash College organizations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Charitable giving & philanthropy Founder/Business Owner Values-based investing Religious/faith focused
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Sabrina W

Series 66

Marion, IN

Edward Jones

Sabrina Wilds is a financial advisor at Edward Jones with 15 years of experience at the firm and holds a Series 66 designation. She is based in Marion, IN. 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 under management through a large nationwide network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

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

Ryne O

ChFC®, Series 63, Series 66

Marion, IN

Edward Jones

Ryne Otis is a financial advisor with Edward Jones in Marion, IN, holding a ChFC® designation and Series 63 and 66 licenses. He has 11 years of industry experience, including roles at Northwestern Mutual Wealth Management and its affiliates before joining Edward Jones in 2017. Outside of his advisory work, he serves as a high school baseball coach at Eastbrook High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a network of over 23,700 financial advisors nationwide.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
View complete list of advisors at this office
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