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John Havelka, Financial Advisor

FINANCIAL ADVISOR
John T Havelka

CFP®
143 W Bridge St, Owatonna, MN 55060opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners

About John

At Edward Jones, we strive to have meaningful relationships with our clients to understand what is important to them. We can develop a solutions-based approach tailored to your individual goals and provide financial services with exceptional service. We partner with people with a purpose. It is important to me to serve my neighbors and my community.

I enjoy working with CPAs and attorneys to determine the most appropriate financial strategy for you and your family. Our mission is to help our clients live better, more purposeful lives than they had imagined.

I graduated from St. John's University with a bachelor's degree and...

Work History

  • Edward JonesOctober 2010 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • University of St ThomasMBA (Masters of Bus Admin)
  • St Johns UniversityBachelor of Science

Personal Interests

  • Traveling
  • Cooking
  • Music
  • Volunteering
  • History and Museums

Team Members

  • Tracy Chadderdon
    Sr. Branch Office Administrator

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 - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(507) 446-0150

Fax

(877) 222-1968

Office Address

143 W Bridge St
Owatonna, MN 55060opens in a new window

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