Joseph Neumann

Advisor at Edward Jones

Updated today

Find your advisor

Firm

Edward Jones

Location

Wyoming, MN 55092

Credentials

Series 66

Industry experience

5 years

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

Similar advisors near Joseph

Jeremy W

CFP®, Series 63, Series 66

Blaine, MN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance

Adam C

CFP®, Series 66

North Branch, MN

Edward Jones

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

Tanya P

CFP®, Series 66

Chisago City, MN

Edward Jones

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

Zachary B

Series 66

Scandia, MN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business Financial Management Wealth management ESG / Sustainable investing Founder/Business Owner Values-based investing Religious/faith focused

Kyle A

Series 66

Blaine, MN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance General retirement planning Founder/Business Owner

Patrick G

Series 63

Forest Lake, MN

Edward Jones

Retirement income strategy Planning for children with special needs

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.