Joshua Tweedel
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.
Firm
Edward Jones
Location
Lafayette, LA 70508
Credentials
ChFC®, Series 66
Industry experience
8 years
Expertise
College savings (529s, UTMA, etc.)
Retirement income strategy
Business ownership considerations
Business exit / sale strategy
General estate planning guidance
Occupation focus
Founder/Business Owner
Work history
Edward Jones
2017 - Present (9 years)
Environmental, Safety, & Health Consulting Services, Inc.
2007 - 2017 (10 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.
Roy H
CFP®, Series 66
Youngsville, LA
Edward Jones
Todd N
CFP®, Series 66
Lafayette, LA
Edward Jones
Lois M
CFP®, Series 66
Youngsville, LA
Edward Jones
Marcus W
CFP®, Series 66
Broussard, LA
Edward Jones
Marc M
Series 66
Youngsville, LA
Edward Jones
Thomas K
Series 63, Series 65
Lafayette, LA
Merrill
Thomas Kreamer is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been advising clients since 1986, bringing extensive experience in wealth management, insurance, and banking. Thomas applies key investment concepts, disciplines, and principles to client portfolios through Merrill Lynch’s wealth management process. He holds a Master of Business Administration (MBA) from Tulane University in New Orleans and a bachelor’s degree from the University of Louisiana at Lafayette. Thomas is a CERTIFIED FINANCIAL PLANNER® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He also carries the Personal Investment Advisor (PIA) credential. Thomas is active in his Church and participates in several civic organizations.
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