Dale Kuehl

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Huntsville, AL 35802

Credentials

CFP®, Series 66

Industry experience

7 years

Expertise

Retirement income strategy General retirement planning Wealth management Business ownership considerations

Occupation focus

Military & Veterans Government Employee Founder/Business Owner

Work history

Edward Jones

2018 - Present (8 years)

US Air Force War College

2016 - 2018 (2 years)

First Army (US Army)

2014 - 2016 (2 years)

Disclosures

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

Lee D

CFP®, ChFC®, Series 66

Madison, AL

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance Military & Veterans

James F

CFP®, Series 63, Series 66

Huntsville, AL

Edward Jones

Charitable giving & philanthropy General estate planning guidance Retirement income strategy Wealth management Government Employee

Melissa H

Series 66

Huntsville, AL

Edward Jones

Retirement income strategy General retirement planning Wealth management Business ownership considerations Founder/Business Owner

Stephanie D

Series 66

Huntsville, AL

Edward Jones

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer

Lefranc J

Series 63, Series 65, Series 66

Huntsville, AL

Merrill

Lefranc Joseph is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to define their financial goals and implement portfolio strategies designed to help them achieve those objectives. Lefranc offers ongoing advice and adapts client plans as their situations evolve, focusing on areas including college education planning, legacy planning, managing new wealth, personal retirement planning, portfolio management services, retirement income, and sports & entertainment. He holds a Bachelor's Degree from Fairleigh Dickinson University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Lefranc is fluent in both French and English and is affiliated with Merrill Lynch Wealth Management. Beyond his professional work, he is involved in his local church and has personal interests in basketball, music, running, and soccer.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.) Elder care planning General estate planning guidance

Robert S

Series 66

Madison, AL

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management Military & Veterans Young Professionals
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