Samantha Feest
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.
Expertise
Retirement income strategy
General retirement planning
College savings (529s, UTMA, etc.)
Wealth management
Work history
Edward Jones
2023 - Present (3 years)
Ascension Wisconsin Hospitals - Emerus
2021 - 2023 (2 years)
Advocate Aurora St. Luke's Hospital
2020 - 2021 (1 year)
Wells Brothers Italian Restaurant
2016 - 2022 (6 years)
William's Family Business - Private Residence
2013 - 2018 (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.
Marie S
CFP®, EA
Watertown, WI
Entirement Financial Planning LLC
Hello and welcome to Entirement Financial Planning LLC, we are so glad you're here! Entirement is your passport to financial planning that’s effective and enjoyable! We're a virtual fee-only financial advisory firm that provides tax-efficient planning for your life today as well as your retirement and investment management. Our specialty is to help you with your entire financial life as your Chief Entirement Financial Officer. What does that mean? It means we take a comprehensive approach to your financial picture- investments, taxes, insurance, financial goals, estate planning, and anything that is top of mind for you. Our services depends on your needs and can include: Comprehensive financial planning for today Comprehensive retirement planning Tax-Coordinated Portfolios (tax-efficient asset location) Tax planning advice Risk Management-life insurance, disability, long-term care, etc. Estate Planning Coordination Retirement Income Distribution Planning Education on all topics along the way Ready to learn more? Please check out our website to schedule a complimentary financial review or give us a call at (262) 207-4353. We look forward to meeting you.
James G
CFP®, Series 66
Watertown, WI
Edward Jones
Amy W
CFP®, ChFC®, Series 66
Merton, WI
Edward Jones
Andrew R
Series 63, Series 66
Hartford, WI
Edward Jones
Ryan G
Series 66
Hartford, WI
Edward Jones
Casey M
Series 66
Slinger, WI
Edward Jones
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