At Edward Jones, we value personal relationships based on a deep understanding of your unique financial needs. We use a solutions-based approach tailored to your individual goals and provide exceptional service.
My Edward Jones career began in 2006 as a financial advisor in Janesville. Today, Edward Jones serves the community from six convenient locations. I received the 2008 Partners Award and 2007 Ted Jones Prospecting Award from Edward Jones, respectively.
I attended Beloit College, graduating cum laude, with a bachelor's degree in business administration. In addition, I received the CFP® certification. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board's requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board's Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards. I also received the ABFP™ designation through the College for Financial Planning®. The Accredited Behavioral Finance Professional™ designation includes an in-depth study of topics such as the foundations of behavioral finance, investor behaviors, common cognitive and emotion-based investor considerations, as well as real-world applications for investing and retirement planning.
My wife, Erika, our two children, Ava and Tristan, and I live in Janesville. Erika is an English teacher at Brodhead High School. I'm an active member of the community, serving on BNI-Business Networking International and on the board of Family Services in Beloit.
My branch office administrators, Wendi Kindstrom and Taylor Lea, are dedicated to providing you with the highest level of service possible. Please don't hesitate to call her with questions.
We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs.
Focus areas
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Divorce Finances
- Employee Stock Options
- College Savings
My Personal Interests
- Spending Time with Family
- Reading
- Personal Fitness
- Baseball
- Dancing
Office Information
Phone Number
Lonnie M Klecker at (608) 757-1848- Wendi Kindstrom
- Branch Office Administrator
- Taylor Lea
- Branch Office Administrator
Branch Team
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Fri | 08:30AM - 04:30PM |
Sat | By Appointment Only |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Fri | 08:30AM - 04:30PM |
Sat | By Appointment Only |
Sun | Closed |
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Connect on Social
- Wendi Kindstrom
- Branch Office Administrator
- Taylor Lea
- Branch Office Administrator
Branch Team
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