Craig Holtzen

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Louisburg, KS 66053

Credentials

Series 63, Series 66

Industry experience

25 years

Expertise

Retirement income strategy Business ownership considerations Business exit / sale strategy General estate planning guidance Retirement withdrawal strategies

Occupation focus

Founder/Business Owner

Work history

Edward Jones

2000 - Present (26 years)

Disclosures

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

Curtis L

Series 63, Series 66

Paola, KS

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Wealth management

Monty C

CFP®, Series 66

Paola, KS

Edward Jones

Retirement income strategy General retirement planning Business exit / sale strategy Business succession planning General estate planning guidance

Ryan W

CFP®, Series 63, Series 66

Stilwell, KS

Fidelity

Ryan Wiens is the Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2018. In this capacity, he partners with clients to understand their financial goals and develop customized financial plans tailored to their unique needs. Prior to this position, Ryan has held various roles at Fidelity Investments, including Financial Consultant and Investment Representative, demonstrating a progressive career within the firm. Ryan's professional experience in financial advisory spans over two decades, beginning as a Financial Representative at Thrivent Financial in 2002. He has also served as a Financial Advisor at Smith Barney and Waddell and Reed before joining Fidelity Investments. This extensive background reflects his expertise in wealth planning and financial consulting. Outside of his professional responsibilities, Ryan enjoys boating, family activities, golf, spending time at the lake, soccer, and traveling.

Wealth management

Matthew C

Series 63, Series 66

Raymore, MO

Fidelity

Maguire Copeland is a Planning Consultant at Fidelity Investments. In this role, he collaborates with his Wealth Management Team to develop detailed financial plans tailored to clients' goals and needs. Prior to his current position, Maguire served as a Relationship Manager at Fidelity Investments from 2023 to 2025 and as a Customer Relationship Advocate from 2022 to 2023. Maguire emphasizes building personal and professional connections with clients to support their financial objectives. Outside of his professional work, he has interests in bowling, comedy, food, football, and golf.

Wealth management

Jacob H

Series 63, Series 66

Louisburg, KS

Edward Jones

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance

Emily M

CFP®, Series 66

Paola, KS

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business Financial Management General retirement planning Wealth management Founder/Business Owner
Warmer team member

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

© 2026 Warmer Holdings Inc. ("Warmer")