Sarah Fitzsimmons

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Cedarburg, WI 53012

Credentials

Series 66

Industry experience

2 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

College savings (529s, UTMA, etc.) Divorce financial planning Retirement income strategy Wealth management Inheritance planning

Work history

Edward Jones

2023 - Present (3 years)

Unemployed

2023 - 2023 (1 year)

Kohler, Co.

2011 - 2023 (12 years)

Disclosures

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

Business activities & affiliations

Michael G

Series 63, Series 65

Germantown, WI

Fidelity

Michael Groeschl is the Vice President and Branch Leader at Fidelity Investments, a role he has held since 2004. In this capacity, he leads, manages, and coaches a team of professionals dedicated to partnering with clients to develop financial plans aimed at achieving their goals. He emphasizes servant leadership as a guiding principle in supporting and motivating his team of investment professionals. Prior to his current position, Michael served as an Investor Center Manager at Strong Investments from 1993 to 2004. His career reflects a long-standing commitment to financial advising and leadership within the investment industry. Outside of his professional responsibilities, Michael has personal interests in baseball and movies.

Wealth management Active portfolio management Financial Professional

Lisa B

Series 66

Germantown, WI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance

Harmony T

Series 66

Cedarburg, WI

Edward Jones

Divorce financial planning Retirement income strategy General estate planning guidance Multi-generational wealth transfer Wealth management Sales Professional

Christopher P

Series 63, Series 65, Series 66

Menomonee Falls, WI

Edward Jones

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

Kevin C

Series 63, Series 66

Cedrburg, WI

Fidelity

Kevin R. Campbell is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop financial plans tailored to their individual goals. He has over 25 years of experience in the financial services industry, working with a diverse range of clients to articulate and work towards their financial objectives. Prior to joining Fidelity in 2023, Kevin held various roles including Financial Advisor and Wealth Advisor Associate at Morgan Stanley from 2014 to 2023, Financial Advisor at Northwestern Mutual from 2013 to 2014, and Institutional Cash Specialist at Wells Fargo Advantage Funds from 2006 to 2013. His extensive experience spans multiple facets of financial advising and client service. Outside of his professional career, Kevin enjoys cooking and baking, football, gardening, parenthood, and traveling.

Wealth management

Alexis K

Series 63, Series 66

West Bend, WI

Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner
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