Tipp City, OH W. Main St. Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,095 advisors across 14,159 offices

Location

1460 W. Main St.

Tipp City OH 45371

Advisors at this office

2

Advisors at this office

Edward C

Series 66

Tipp City, OH

Edward Jones

Edward Custer is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he served 22 years in the U.S. Army. Outside of advising, he manages a family-owned 10-acre Christmas tree farm near Piqua, Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy Charitable giving & philanthropy ESG / Sustainable investing Military & Veterans Executive Values-based investing Religious/faith focused

Neil N

Series 63

Tipp City, OH

Edward Jones

Neil Nehring is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, Nehring serves as co-chair of the Tipp City Rotary Club Service and is a trustee of the Nehring Family Trust. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Retirement income strategy Retirement withdrawal strategies Liquidity event planning Business ownership considerations General estate planning guidance Founder/Business Owner
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