Merrill, WI North Center Avenue Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,095 advisors across 14,159 offices

Location

1310 North Center Avenue

Merrill WI 54452

Advisors at this office

2

Advisors at this office

Ian C

Series 66

Merrill, WI

Edward Jones

Ian Cohrs is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has work history including roles at Edward Jones and the Marshfield Clinic Health System. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors. The firm offers a variety of advisory programs and investment strategies, operating under a fiduciary standard.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Values-based investing Religious/faith focused

Kevin C

Series 63

Merrill, WI

Edward Jones

Kevin Cohrs is a financial advisor with Edward Jones, holding a Series 63 designation and over 32 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he manages an office rental property in Merrill, Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions, including both discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates nationwide with over 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.

Charitable giving & philanthropy General estate planning guidance Wealth management General retirement planning ESG / Sustainable investing Retired Founder/Business Owner Executive Values-based investing Religious/faith focused
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