Financial ADVSR advisor directory · SEC adviser records
Edward Jones financial advisors in Altoona, WI
Every SEC-registered investment adviser representative at a Edward Jones office in Altoona, A to Z.
The short answer
7 registered advisors work at Edward Jones in Altoona, out of 21,461 at the firm nationwide; it ranks number 4 in the city by advisors. 2 list the CFP designation and 7 are also registered broker representatives.
Edward Jones advisors in Altoona, A to Z
Every Edward Jones advisor →- Phuong C. BuiAlso a broker rep
- Austin M. LyonsAlso a broker rep
- Theodore J. OefflerCertified Financial Planner · Also a broker rep
- Andrew P. ReitznerAlso a broker rep
- Timothy J. TrybaChartered Financial Consultant · Also a broker rep
- Carley J. WidikerAlso a broker rep
- Kevin A. WidikerCertified Financial Planner · Also a broker rep
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Edward Jones advisors in other cities
St. Louis, MO 1,691Maryland Heights, MO 198St Louis, MO 108Austin, TX 72Houston, TX 69Raleigh, NC 69Tempe, AZ 65Overland Park, KS 62Seattle, WA 61San Antonio, TX 55Colorado Springs, CO 48Dallas, TX 46Lincoln, NE 45Greenville, SC 42Tulsa, OK 42
Other firms in Altoona
All Altoona advisors →Orgel Wealth Management, LLC 25Ameriprise Financial Services, LLC 13Bernicke Wealth Management 10Great Valley Advisor Group, LLC 4
Questions
How many financial advisors does Edward Jones have in Altoona?
7 investment adviser representatives are registered at Edward Jones offices in Altoona, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 21,461 nationwide. 2 list the CFP designation and 7 are also registered as broker representatives.
Is Edward Jones one of the largest advisor employers in Altoona?
Edward Jones ranks number 4 in Altoona by registered advisors; Orgel Wealth Management, LLC has the most, with 25.
How do I check a Edward Jones advisor in Altoona?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Edward Jones office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.