Edward Jones - Financial Advisor: Tricia L Oltmann, AAMS®

Services Offered

• Retirement planning
• Education savings strategies
• Investment management
• Tax planning

About

Tricia L Oltmann is a financial advisor based in Kaukauna, Wisconsin, affiliated with Edward Jones. She provides comprehensive financial planning services, including retirement preparation, education savings strategies, and tax-smart investment advice. With a focus on face-to-face consultations, Tricia aims to understand her clients' unique financial goals and help them achieve long-term success. Her practice serves individuals and families looking for personalized financial guidance.

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