Pewaukee, WI Capitol Drive Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,095 advisors across 14,152 offices

Location

1300 Capitol Drive Suite C

Pewaukee WI 53072

Advisors at this office

2

Advisors at this office

Troy D

Series 66

Pewaukee, WI

Edward Jones

Troy Deibert is a financial advisor with Edward Jones in Pewaukee, WI, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and previously worked at HNTB Corporation for 16 years. Outside of finance, he was involved with the Pewaukee Sussex United Soccer Club for seven years. 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 range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

Retirement income strategy General retirement planning Wealth management Business ownership considerations General estate planning guidance Engineering Professional

Michele O

Series 63

Pewaukee, WI

Edward Jones

Michele Olshanski is a financial advisor with Edward Jones, holding a Series 63 designation and 28 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1997. Outside of her advisory role, she is involved in several talent agencies focused on modeling and acting as a hobby. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Charitable giving & philanthropy Divorce financial planning General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
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