Minneapolis, MN 4241 Nicollet Ave Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

3

Of 24,118 advisors across 14,150 offices

Location

4241 Nicollet Ave

Minneapolis MN 55409-2014

Advisors at this office

3

Advisors at this office

Cody C

Series 66

Minneapolis, MN

Edward Jones

Cody Cullen is a financial advisor with Edward Jones in Minneapolis, MN, holding a Series 66 designation. He has prior experience at Wells Fargo and other firms, and he volunteers as a home technology consultant teaching digital literacy to senior citizens through Senior Community Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and maintains a large nationwide network of advisors and branches.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Wealth management Charitable giving & philanthropy Founder/Business Owner
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Charles L

Series 66

Minneapolis, MN

Edward Jones

Charles Leaf is a financial advisor at Edward Jones in Minneapolis, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Engage Research and Life Time Inc., and has a background that includes full-time studies and work at Fieldwork Minneapolis. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs and investment solutions through a large national network of advisors and branch offices.

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

Daniel R

CFP®, Series 66

Minneapolis, MN

Edward Jones

Daniel Rauchman is a financial advisor with Edward Jones in Minneapolis, Minnesota. He holds the CFP® designation and a Series 66 license, and has six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Bank of America and BMO Harris Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors, offering a range of advisory programs and affiliated investment products.

Retirement income strategy Early retirement planning Equity Recipients (RS/RSU, SOP, ESPP) Divorce financial planning ESG / Sustainable investing Retired Founder/Business Owner Executive LGBTQIA
View complete list of advisors at this office
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