As an Edward Jones financial advisor since 2008, it's key for me to understand what is most important to you, including your goals, comfort with risk and how you'd prefer to work together.
Whether you're planning for retirement, saving for college for children or grandchildren, or trying to protect the financial future of your loved ones, we can work together to create a personalized plan using our established 5-step process to get you where you want to be.
Our Waukon branch team is committed to providing quality service while building lifelong relationships. While partnering together over time with you and your family, we are with you every step of the way to achieve your goals, providing regular reviews and updates and identifying timely risks and opportunities.
On a personal note, living in northeast Iowa allows me to enjoy our rich agricultural land, farming 100 acres of corn and hay crops and raising beef cows. Also, I believe in giving back by being active in community, supporting 4-H, area schools and serving as president of the Clermont Community Club.
With the support of thousands of people at Edward Jones and our advanced technology, we welcome the opportunity to work with you and your other trusted professional partners, to develop a complete, personalized plan to help you achieve your life goals.
- Retirement Income Strategies
- Estate & Legacy Strategies
- Retirement Savings Strategies
- College Savings
My Personal Interests
- Spending Time with Family
Office Address14 Spring Ave Suite 101
Waukon, IA 52172
Phone NumberMike Alexander at (563) 568-4836
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 04:30PM|
|Sat||By Appointment Only|
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