South Milwaukee, WI Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$994,369,379,669
ClientsTotal clients
4,030,222
AdvisorsAdvisors at this office
2
Of 24,118 advisors across 14,150 offices
Location
2315 10th Ave Suite 102
South Milwaukee WI 53172
Advisors at this office
2
Advisors at this office
Dan O
Series 63, Series 66
South Milwaukee, WI
Edward Jones
Dan O'heron is a financial advisor with Edward Jones in South Milwaukee, WI. He holds Series 63 and Series 66 credentials and has 13 years of industry experience, including 10 years with Edward Jones. 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 discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services, supported by a nationwide network of over 23,700 financial advisors.
Kyle E
Series 66
South Milwaukee, WI
Edward Jones
Kyle Erickson is a financial advisor with Edward Jones in South Milwaukee, WI, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2025, he worked at Revolution PR and has been involved with several other businesses, including Meter Music, LLC and Cascade Built LLC. Outside of advising, he teaches virtual trumpet lessons. 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 and investment strategies through a large nationwide network of financial advisors and branch offices.
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