Stoughton, WI E Main St Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

3

Of 24,118 advisors across 14,155 offices

Location

110 E Main St

Stoughton WI 53589

Advisors at this office

3

Advisors at this office

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Martin G

Series 66

Stoughton, WI

Edward Jones

Martin Griffin III is a financial advisor with Edward Jones in Stoughton, WI, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked for the Wisconsin Department of Employee Trust Funds for 16 years. He is also the owner and host of the Golf Strategy School podcast, which focuses on beginner golfers. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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

Lisa F

Series 66

Stoughton, WI

Edward Jones

Lisa Fernan is a financial advisor with Edward Jones in Stoughton, WI, holding a Series 66 designation and 12 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

College savings (529s, UTMA, etc.) General estate planning guidance Charitable giving & philanthropy Multi-generational wealth transfer Wealth management Government Employee Women Professionals

Phillip K

CFP®, Series 66

Stoughton, WI

Edward Jones

Phillip Knutson is a CFP® professional with 12 years of industry experience, currently advising clients at Edward Jones since 2013. He holds a Series 66 license and is based in Stoughton, Wisconsin. 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 with a broad network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Liquidity event planning Business ownership considerations Retirement income strategy Wealth management General estate planning guidance Founder/Business Owner LGBTQIA
View complete list of advisors at this office
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