Suamico, WI School Ln Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

3

Of 24,095 advisors across 14,159 offices

Location

1718 School Ln Ste B

Suamico WI 54173-8271

Advisors at this office

3

Advisors at this office

Ross F

Series 66

Suamico, WI

Edward Jones

Ross Farley is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked at C.H. Robinson for eight years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and affiliated investment products. The firm operates a nationwide network of over 23,700 advisors and manages approximately $1.01 trillion in assets under management.

Retirement income strategy Wealth management Retirement withdrawal strategies Business ownership considerations Founder/Business Owner

Jonathan S

Series 66

Suamico, WI

Edward Jones

Jonathan Schweiger is a financial advisor with Edward Jones in Suamico, WI, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory work, he is involved in music as a singer and songwriter with Spirit in the Machine LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large network of advisors and branch offices nationwide.

Retirement income strategy Business ownership considerations Business succession planning Wealth management General estate planning guidance Professional Athlete Doctor or Medical Professional Founder/Business Owner
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Trevor Z

Series 65, Series 63

Suamico, WI

Edward Jones

Trevor Zellmer is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Edward Jones, Zellmer worked at Associated Investment Services, Inc. and Midwest Professional Planners, Ltd, and he also has experience outside finance in the trucking industry. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

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