Amy Harbort

Advisor at Edward Jones

Claim profile

Credentials

Series 66

Edward Jones logo

Firm

Edward Jones

Location

Hastings, MN 55033-0000

Expertise

College savings (529s, UTMA, etc.) Divorce financial planning Wealth management

Work history

Edward Jones

2024 - Present (2 years)

Unemployed

2023 - 2024 (1 year)

Woodbury Financial Services / Advisor Group

2006 - 2023 (17 years)

Similar advisors near Amy

Janice F

CFP®

Welch, MN

Couloir Wealth Advisors, Inc.

At Couloir Wealth, we work with veterinarians who want less stress and more clarity around their finances. Whether you’re dealing with burnout, business decisions, or just trying to make space for life outside the clinic, we’re here to help you feel more in control. Our founder lives on a working ranch of cattle and horses, and has spent a lifetime surrounded by animals—and great respect for the people who care for them—this is at the heart of everything we do. That connection is what drives our mission: to support your financial wellbeing with the same compassion you bring to your work every day. With decades of financial and investment experience and a fee-only, fiduciary approach, we’ll help you build a financial life that feels stable, supported, and aligned with your values. We’re based in Minnesota, but we meet with veterinarians all over the country—virtually, wherever you are. Let’s talk about what matters to you. Schedule a Discovery Call today.

Veterinarian Women Professionals

Colin S

CFP®, Series 66

Red Wing, MN

Edward Jones

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Retirement income strategy

Kaili P

Series 66

Hastings, MN

Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Retirement withdrawal strategies Founder/Business Owner

Kelli R

Series 66

Hastings, MN

Edward Jones

Charitable giving & philanthropy Liquidity event planning Retirement income strategy Retirement withdrawal strategies Wealth management Founder/Business Owner

Todd G

Series 66

Rosemount, MN

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Retirement withdrawal strategies

Jeremy R

Series 66

Prescott, WI

Edward Jones

Retirement income strategy Business exit / sale strategy Charitable giving & philanthropy General estate planning guidance

Claim this profile

Are you a financial advisor? Claim this profile to add a bio, highlight your expertise, and fill out key details so prospects get a clearer picture of your practice.

Claim profile
© 2026 Warmer Holdings Inc. (“Warmer”)
Terms of Service and Advisory Agreement Privacy Policy Form ADV Brochure Form CRS
Warmer is an SEC-registered investment advisor. Warmer provides personalized recommendations and introductions to independent fiduciary advisors. Our advice is limited to these digital matches—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