Waconia, MN Vista Blvd Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,118 advisors across 14,150 offices

Location

718 Vista Blvd

Waconia MN 55387

Advisors at this office

2

Advisors at this office

Lauren W

Series 66

Waconia, MN

Edward Jones

Lauren Williams Kirsch is a financial advisor with Edward Jones in Waconia, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked at Wealth Enhancement Group, Peterson Company Ltd, and CliftonLarsonAllen LLP. 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 under management and offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy Multi-generational wealth transfer Retired Founder/Business Owner Executive

Margaret R

CFP®, Series 66

Waconia, MN

Edward Jones

Margaret Runke is a CFP® professional with seven years of industry experience, currently advising at Edward Jones since 2018. Before joining Edward Jones, she worked for Rodan & Fields and spent a decade with Westonka Public Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supporting approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Retired Founder/Business Owner Executive
View complete list of advisors at this office
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