As an Edward Jones financial advisor I believe it is important to invest my time in understanding what your goals and level of risk are before investing your money. Relationships are key, and working closely with you we can determine the most appropriate financial strategy for you and your family.
I began my career at Edward Jones in 2002 and was invited to be a limited partner with the firm in 2015. In addition I have served on various leadership roles with the firm including the most recent of Culture of Compliance leader.
I earned my bachelor's degree at Marian University and I am certified as an Accredited Asset Management Specialist (AAMS). The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
My wife, Cathy, and I have two children and reside in Greenville. Currently I serve on the finance council at our church, St. Mary of the Immaculate Conception. In the past I served as board chair for the Fox West YMCA and continue to be involved in the growth and development of the YMCA. In my free time I enjoy spending time with family and friends, golfing, boating and volunteering at church.
My branch team includes senior branch office administrator, Mary Bocik, who is dedicated to providing the highest level of all administrative aspects of your account. Working together we can help you develop a complete, tailored strategy to achieve your goals.
At Edward Jones, we're focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals. Please contact me to discuss your situation and options.
Office Address211 S Casaloma Dr
Appleton, WI 54914
Phone NumberKip R Wenninger at (920) 832-0313
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 03:00PM|
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