Stevens Point, WI Water St 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 24,095 advisors across 14,159 offices
Location
3700 Water St
Stevens Point WI 54481
Advisors at this office
2
Advisors at this office
Glenn H
CFP®, Series 63
Stevens Point, WI
Edward Jones
Glenn Helminiak is a CFP®-designated financial advisor with Edward Jones, based in Stevens Point, WI, and has 25 years of industry experience. He has been with Edward Jones since 2000. In addition to his advisory role, he owns the branch office building where he operates. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Heather B
Series 66
Stevens Point, WI
Edward Jones
Heather Brandner is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, she worked for the Chippewa Falls Area Unified School District for 11 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.
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