Waunakee, WI 331 E Main Street Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$994,369,379,669
ClientsTotal clients
4,030,222
AdvisorsAdvisors at this office
2
Of 24,118 advisors across 14,155 offices
Location
331 E Main Street Suite 103
Waunakee WI 53597
Advisors at this office
2
Advisors at this office
Michelle A
Series 66, Series 63
Waunakee, WI
Edward Jones
Michelle Acker is a financial advisor at Edward Jones with 14 years of industry experience. She previously worked at BMO Bank NA for 10 years and LPL Financial for four years before joining Edward Jones in 2025. She holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.
Tammy R
Series 63
Waunakee, WI
Edward Jones
Tammy Reefe is a financial advisor with Edward Jones in Waunakee, WI, holding a Series 63 designation and 26 years of industry experience. She has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment strategies and affiliated financial services, supported by a large nationwide network of advisors and branch offices.
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