I am committed to guiding you through your options so that you have the financial freedom to impact what is most important to you, with confidence and comfort.
As your Edward Jones branch team, we believe it’s important to invest our time in understanding what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings, so you have more options when you retire, regardless of what you decide to do.
I have 15 years of industry experience, working with a variety of individuals - all with their own unique needs and circumstances. I will use my professional experience and skills to help you make the best choices to achieve your goals.
In addition to my master's degree from Viterbo University in La Crosse, WI, I have earned my AAMS® designation. 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.
Originally from Bloomington, MN, I have lived in the La Crescent area since 1986. My spouse of 32 years, Marie, and I have two children and two grandchildren. I am an active member of the community, serving as past president and board member for the La Crescent Rotary Club.
My senior branch office administrator, Amy Shimshak, has 18 years of experience and is dedicated to providing you with the highest level of service. Please don’t hesitate to call on Amy with questions concerning your statement, dividends, stock certificates or your account in general.
Please contact me to discuss your situation and options.
Connect with me on LinkedIn: https://www.linkedin.com/in/petecongdon
Follow me on Facebook: https://www.facebook.com/EJAdvisorPeterCongdon
My Personal Interests
- History and Museums
Office Address104 South Walnut Suite B
La Crescent, MN 55947
Phone NumberPeter E Congdon at (507) 895-3086
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 04:00PM|
|Sat||By Appointment Only|
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More
Tax resources and client statements
Make informed investment and tax decisions with helpful and clear information.Learn More