Joseph Neumann
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
General estate planning guidance
Multi-generational wealth transfer
Retirement income strategy
Demographic focus
Newlywed/Engaged
Young Families
Work history
Edward Jones
2020 - Present (6 years)
U.S. Bank
2018 - 2020 (2 years)
Northwestern Mutual
2017 - 2017 (1 year)
North Shore Bank
2015 - 2018 (3 years)
Jimmy John's
2015 - 2017 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Jeremy W
CFP®, Series 63, Series 66
Blaine, MN
Edward Jones
Adam C
CFP®, Series 66
North Branch, MN
Edward Jones
Tanya P
CFP®, Series 66
Chisago City, MN
Edward Jones
Zachary B
Series 66
Scandia, MN
Edward Jones
Kelsey S
Series 66
Wyoming, MN
Fidelity
Kelsey Schultz is currently a Branch Leader and Financial Consultant. She works closely with clients to provide a holistic financial planning experience by understanding their individual stories and simplifying complex financial concepts to implement unique investment strategies. Kelsey has been working in the financial industry since 2022. She served as a Financial Advisor at Thrivent from 2022 to 2023, then as an Investment Consultant at Fidelity Investments from 2023 to 2024, before becoming a Financial Consultant at Fidelity in 2024, where she currently works. Her experience centers on co-creating comprehensive financial strategies tailored to clients' specific goals.
Kyle A
Series 66
Blaine, MN
Edward Jones
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