portrait of Joe Halm

About Joe

As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do.

In 2007, I began my career with Edward Jones. I became a limited partner in 2014. Prior to that, I was in podiatric medicine-private practice in the...

Focus Areas

  • Insurance & Annuities
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • New Investors
  • Divorce Finances

Work History

  • Edward JonesSeptember 2007 to Current

Education

  • Rosalind Franklin Univ of MedDoctorate
  • Illinois Benedictine CollegeBachelor of Science

Personal Interests

  • Cooking
  • Gardening
  • Wine Collecting/Enthusiast
  • Home Improvement
  • Traveling

Team Members

  • Karen Larsen
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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