Joel Schneider

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Bloomington, IN 47401

Credentials

Series 66

Industry experience

18 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Charitable giving & philanthropy

Demographic focus

LGBTQIA Intergenerational Families

Work history

Edward Jones

2008 - Present (18 years)

Disclosures

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

Business activities & affiliations

Isaiah M

Series 63, Series 66

Bloomington, IN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Business ownership considerations Wealth management Military & Veterans Founder/Business Owner

Jason L

Series 66

Bloomington, IN

Edward Jones

General retirement planning Professional Athlete Entertainment Industry Educators, Teachers, and Academics Doctor or Medical Professional Religious/faith focused

Aaron D

Series 66

Bloomington, IN

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy Early retirement planning Planning for children with special needs Military & Veterans Young Professionals

Errek S

Series 66

Bloomington, IN

Merrill

Errek C. Suhr is an Associate Resident Director and Financial Advisor at Merrill. He joined Merrill in 2011 and serves as Senior Vice President and Resident Director of the Bloomington Merrill office. In his role, he focuses on clients’ goals and concerns by employing a goals-based wealth management process along with global resources and up-to-date Web technology, all designed to help clients pursue their financial objectives. Errek's expertise includes college education planning, family wealth management strategies, personal retirement planning, portfolio management services, and retirement income. He holds a Bachelor’s Degree from Indiana University and the Personal Investment Advisor (PIA) professional designation. Prior to his financial advisory career, Errek played on the Indiana University Men's basketball team from 2003 to 2007 and is currently a Color Commentator for IU Men's basketball radio. Outside of his professional responsibilities, Errek is active in his community and enjoys volunteering. He has supported organizations such as the Boys and Girls Club of Bloomington and served on the board of Big Brothers Big Sisters of Southern Indiana. Errek enjoys golfing and spending time with his wife Rebekah and their four children, including coaching his daughters’ basketball and softball teams.

College savings (529s, UTMA, etc.) Wealth management General retirement planning Retirement income strategy Parents Young Families

Aubrey W

CFP®, Series 66

Bloomington, IN

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Wealth management General retirement planning Military & Veterans

Savanah W

CFP®, Series 66

Bloomington, IN

Edward Jones

Divorce financial planning Business ownership considerations Business exit / sale strategy General estate planning guidance Wealth management Founder/Business Owner
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