Andrew Rux

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Hartford, WI 53027

Credentials

Series 63, Series 66

Industry experience

18 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Divorce financial planning General estate planning guidance Retirement income strategy General retirement planning Wealth management

Work history

Edward Jones

2007 - Present (19 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Michael G

Series 63, Series 65

Germantown, WI

Fidelity

Michael Groeschl is the Vice President and Branch Leader at Fidelity Investments, a role he has held since 2004. In this capacity, he leads, manages, and coaches a team of professionals dedicated to partnering with clients to develop financial plans aimed at achieving their goals. He emphasizes servant leadership as a guiding principle in supporting and motivating his team of investment professionals. Prior to his current position, Michael served as an Investor Center Manager at Strong Investments from 1993 to 2004. His career reflects a long-standing commitment to financial advising and leadership within the investment industry. Outside of his professional responsibilities, Michael has personal interests in baseball and movies.

Wealth management Active portfolio management Financial Professional

Lisa B

Series 66

Germantown, WI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance

Christopher P

Series 63, Series 65, Series 66

Menomonee Falls, WI

Edward Jones

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance

Amy W

CFP®, ChFC®, Series 66

Merton, WI

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance

Alexis K

Series 63, Series 66

West Bend, WI

Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner

Jeremy G

Series 63, Series 65

Germantown, WI

Fidelity

Jeremy Grannan is the Vice President and Branch Leader at Fidelity Investments, where he leads a team of financial professionals committed to partnering with clients to develop and implement comprehensive financial plans. As a Certified Financial Planner™ professional, he emphasizes the importance of understanding client needs and continuously enhancing the client experience. Jeremy has been with Fidelity Investments since 2011, progressing from Investment Consultant to Vice President, Financial Consultant, and currently Branch Leader. Prior to Fidelity, he held various roles in the investment industry, including Associate Regional Director and Senior Investment Specialist at Wells Fargo Advantage Funds, as well as positions at Strong Investments and TCF Investments & Insurance Group. His experience spans financial consulting, investment management, and team leadership, reflecting a career dedicated to supporting clients' financial goals through strategic planning and collaborative service.

Wealth management Retirement income strategy General retirement planning Income planning Cash flow / budgeting
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