Edward Jones - Financial Advisor: Stephanie Kobin, CFP®, AAMS™, AWMA™

Appleton, Wisconsin

Call (920) 832-0744 Visit website →

About

Edward Jones Financial Advisor Stephanie Kobin, CFP®, AAMS™, AWMA™, operates in Appleton, Wisconsin, offering retirement planning, investment management, and financial planning services. Kobin holds the Certified Financial Planner credential along with the Accredited Asset Management Specialist and Accredited Wealth Management Advisor designations. The office serves clients in English.

Specialties

Retirement Planning Investment Management

Firm details

Firm type
Wirehouse
Languages
English
Hours
Sunday: Closed, Monday: 8AM-4PM, Tuesday: 8AM-4PM, Wednesday: 8AM-4PM, Thursday: 8AM-4PM, Friday: 8AM-3PM, Saturday: Closed
SEC registered
No

Professional credentials

CFP

Certified Financial Planner

Comprehensive financial planning certification requiring extensive education, examination, experience, and ethical standards

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