Eric Lang
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
College savings (529s, UTMA, etc.)
Business ownership considerations
General estate planning guidance
Wealth management
Occupation focus
Founder/Business Owner
Work history
Edward Jones
2009 - Present (17 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.
Gary J
CFP®, Series 63, Series 65
Oshkosh, WI
Edward Jones
David S
Series 66
Berlin, WI
Edward Jones
Kasey S
Series 63, Series 66
Neenah, WI
Fidelity
Kasey Sipiorski is a Financial Consultant at Fidelity Investments, a role held since 2024. Prior to this, Kasey has held various positions within Fidelity Investments, including Investment Consultant from 2023 to 2024 and High Net Worth Associate from 2022 to 2023. Kasey's career in financial advising includes experience at OneWisconsin Financial Group in 2021, Vision Financial from 2018 to 2021, and Thrivent Financial from 2015 to 2018. Kasey emphasizes a personal approach to financial consulting, focusing on understanding the unique financial situations, goals, and priorities of clients to build customized financial plans. Establishing a trusting and reliable relationship with clients at Fidelity is a key aspect of Kasey's professional philosophy. Outside of work, Kasey has interests in football, golf, kayaking, motorcycles, music, and writing.
Shane Z
CFP®, ChFC®, Series 66
Neenah, WI
Edward Jones
Bradley B
CFP®, Series 63
Greenville, WI
Edward Jones
Adam C
CFP®, Series 66
Neenah, WI
Edward Jones
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