Rice Lake, WI College Drive Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,085 advisors across 14,176 offices

Location

2908 College Drive

Rice Lake WI 54868

Advisors at this office

2

Advisors at this office

Kevin B

Series 66

Rice Lake, WI

Edward Jones

Kevin Bohn is a financial advisor with Edward Jones in Rice Lake, WI. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked in healthcare roles at Fyzical Therapy & Balance Centers, Aspirus Health, and Mayo Clinic. 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 through a nationwide network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

College savings (529s, UTMA, etc.) Multi-generational wealth transfer General estate planning guidance General retirement planning Doctor or Medical Professional
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Geoffrey B

Series 63

Rice Lake, WI

Edward Jones

Geoffrey Bohn is a financial advisor at Edward Jones with 24 years of industry experience. He holds a Series 63 designation and has worked at Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

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