Financial ADVSR advisor directory · SEC adviser records
Edward Jones financial advisors in Waunakee, WI
Every SEC-registered investment adviser representative at a Edward Jones office in Waunakee, A to Z.
6 registered advisors work at Edward Jones in Waunakee, out of 21,459 at the firm nationwide; it ranks number 1 in the city by advisors. 3 list the CFP designation and 6 are also registered broker representatives.
Edward Jones advisors in Waunakee, A to Z
Every Edward Jones advisor →- Michelle L. AckerAlso a broker rep
- Joseph G. BaerCertified Financial Planner · Also a broker rep
- Lauren O'BrienCertified Financial Planner · Also a broker rep
- Nicholas D. SchubertCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Corinne S. TuschlAlso a broker rep
- Caleb TwedellAlso a broker rep
Edward Jones advisors in every city and state →Edward Jones: assets, clients and custodians →Edward Jones news and advisor moves →Edward Jones payout grid vs. other firms →Advisor Moves: who changed firms this week →
Edward Jones advisors in other cities
St. Louis, MO 1,746Maryland Heights, MO 159St Louis, MO 108Austin, TX 72Houston, TX 71Raleigh, NC 71Overland Park, KS 61Seattle, WA 61San Antonio, TX 55Tempe, AZ 51Colorado Springs, CO 48Dallas, TX 47Lincoln, NE 45Greenville, SC 42Chesterfield, MO 41
Other firms in Waunakee
All Waunakee advisors →Questions
How many financial advisors does Edward Jones have in Waunakee?
6 investment adviser representatives are registered at Edward Jones offices in Waunakee, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 21,459 nationwide. 3 list the CFP designation and 6 are also registered as broker representatives.
Is Edward Jones one of the largest advisor employers in Waunakee?
Edward Jones ranks number 1 in Waunakee by registered advisors, ahead of State Farm Investment Management Corp. (3).
How do I check a Edward Jones advisor in Waunakee?
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.