Monroe, WI 18th Ave Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,095 advisors across 14,148 offices

Location

1015 18th Ave Ste 111

Monroe WI 53566

Advisors at this office

2

Advisors at this office

Craig H

Series 66

Monroe, WI

Edward Jones

Craig Hoesly is a financial advisor at Edward Jones in Monroe, Wisconsin, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he is a limited partner in The Jones Financial Companies LLLP. 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 broad range of advisory services, including discretionary and non-discretionary strategies, tax-efficient services, and proprietary mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
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Robert P

CFP®, Series 66

Monroe, WI

Edward Jones

Robert Page is a CFP®-designated financial advisor with Edward Jones in Monroe, WI, where he has worked since 2019. He has six years of industry experience, including prior roles in education with Texas Connections Academy and Denton Independent School District. He also teaches Principles of Finance as an adjunct professor at the University of Dubuque. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various segments. The firm offers a range of advisory strategies, manages approximately $1.01 trillion in assets, and supports its clients through a large national network of financial advisors and branch offices.

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