Jeremy Untz, Financial Advisor located in Menomonie, WI

Financial Advisor
Jeremy J Untz

CFP®, AAMS®
394 Red Cedar Street Ste 1, Menomonie, WI 54751opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • Charitable Giving
  • Farmers and Ranchers

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Golfing
  • Traveling

Team Members

  • Brenda Klatt
    Sr. Branch Office Administrator
    FPQP®
  • Michelle Klefstad
    Sr. Branch Office Administrator
  • Roxanne Link
    Sr. Branch Office Administrator

Send Me a Message

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:30PM
Sat By Appointment Only
Sun Closed

Phone

(715) 235-2123

Fax

(888) 267-5354

Office Address

394 Red Cedar Street Ste 1
Menomonie, WI 54751opens in a new window

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.