Sartell, MN 2nd Street South Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

5

Of 24,095 advisors across 14,148 offices

Location

1104 2nd Street South

Sartell MN 56377

Advisors at this office

5

Advisors at this office

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Juliet B

Series 66

Sartell, MN

Edward Jones

Juliet Beack is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

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

Troy M

Series 63, Series 65

Sartell, MN

Edward Jones

Troy Molitor is a financial advisor at Edward Jones with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Edward Jones since 2002. Earlier in his career, he built a multi-level marketing business with Amway from 1991 to 1995. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Charitable giving & philanthropy Business ownership considerations Business succession planning Retirement income strategy General estate planning guidance Founder/Business Owner
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Elizabeth W

Series 66

Sartell, MN

Edward Jones

Elizabeth Walek is a financial advisor at Edward Jones with six years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2015. Outside of her advisory role, she serves as a board representative for Sports Arena East in Sauk Rapids, MN, attending monthly board meetings and overseeing facility decisions. 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 discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services.

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

Madison M

Series 66

Sartell, MN

Edward Jones

Madison Molitor is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has prior work experience including managing a residential rental business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Charitable giving & philanthropy Retirement income strategy General retirement planning Business ownership considerations Business succession planning Founder/Business Owner

Jaclyn G

Series 66

Sartell, MN

Edward Jones

Jaclyn Gwost is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, as well as corporate and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment options under a fiduciary standard.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy Early retirement planning Retired Founder/Business Owner Executive
View complete list of advisors at this office
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