Van Wert, OH Fox Road Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

3

Of 24,095 advisors across 14,148 offices

Location

707 Fox Road Suite 300

Van Wert OH 45891

Advisors at this office

3

Advisors at this office

Thaison L

Series 66

Van Wert, OH

Edward Jones

Thaison Leaser is a financial advisor at Edward Jones with nine years of industry experience. He has worked at Edward Jones since 2017 and previously was with Van Wert Federal Savings Bank for six years. Outside of advising, he owns and manages rental properties through Leacon Properties LLC and TL Property Brothers LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a wide range of advisory programs and investment options supported by a large nationwide network of advisors and branch offices.

Retirement income strategy General retirement planning Business ownership considerations Business exit / sale strategy Founder/Business Owner

Ryan L

Series 63

Van Wert, OH

Edward Jones

Ryan Lindemann is a financial advisor at Edward Jones in Van Wert, Ohio, with 24 years of industry experience. He holds a Series 63 designation and has been with Edward Jones since 2002. Outside of advising, he owns a drive-thru coffee shop and has ownership interests in a day spa and a chiropractic care center, as well as an investment in a wholesale tree nursery. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with an SEC-registered advisory program and approximately $1.01 trillion in assets under management. The firm offers a range of managed strategies, separately managed accounts, affiliated mutual funds, and fiduciary advisory services supported by a nationwide network of more than 23,700 financial advisors.

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

Series 66

Van Wert, OH

Edward Jones

Kristi Warnecke is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2013. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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