Osceola, WI N Cascade St 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

307 N Cascade St Suite 200

Osceola WI 54020

Advisors at this office

3

Advisors at this office

Tucker H

CFP®, Series 66

Osceola, WI

Edward Jones

Tucker Hazzard is a CFP® professional at Edward Jones with three years of industry experience. He began his financial advising career with Edward Jones in 2023 after prior roles at US Foods and Andersen Corporation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices.

Charitable giving & philanthropy Retirement income strategy General retirement planning Wealth management Founder/Business Owner
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Margaret K

Series 66

Osceola, WI

Edward Jones

Margaret Koenig is a Series 66 licensed financial advisor with Edward Jones in Osceola, WI, with four years of industry experience. Prior to joining Edward Jones in 2022, she worked at Kelly Services Global, LLC and Hudson Hospital & Clinic. 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 under management and offers a range of advisory programs, investment strategies, and affiliated capabilities through a large network of advisors and branch offices.

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

Series 66

Osceola, WI

Edward Jones

Steven Wright is a financial advisor with Edward Jones in Osceola, Wisconsin, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Land O'Lakes, Inc. from 2015 to 2019. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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