Addison Schoepski
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
Rochester, MN 55902-1080
Credentials
Series 66
Industry experience
< 1 year
Expertise
College savings (529s, UTMA, etc.)
Business ownership considerations
General estate planning guidance
Retirement income strategy
Occupation focus
Founder/Business Owner
Demographic focus
Women Professionals
Work history
Edward Jones
2025 - Present (1 year)
Niagara Cave Inc.
2022 - 2025 (3 years)
Self-employed
2021 - 2022 (1 year)
Harmony Foods
2020 - 2021 (1 year)
Unemployed
2015 - 2020 (5 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.
Jeremy B
Series 66
Rochester, MN
Edward Jones
Parker H
Series 66
Rochester, MN
Merrill
Parker Helder is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their financial priorities and develop tailored strategies to pursue their short-, mid-, and long-term goals. His services include guidance on general investing, retirement planning, and preparing for unexpected financial needs. He also facilitates access to Bank of America specialists covering banking, credit, home financing, and small business solutions. Parker holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Saint Thomas. His approach emphasizes ongoing collaboration with clients to address their evolving financial concerns and objectives.
Jacob K
Series 66
Rochester, MN
Edward Jones
Todd S
Series 66
Rochester, MN
Edward Jones
Brenden K
Series 66
Stewartville, MN
Edward Jones
Jennifer C
Series 66
Rochester, MN
Edward Jones
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