portrait of Peter J Kling

About Peter

I have been a part of the New Richmond community since moving here in 1995 with my wife, Bridget, who is a lifelong resident. We have four children: Kennedy and Emma who are teachers; Ryan, who attends Vermilion Community College; and Barb, who is a student at UW Platteville.

I previously worked as a commercial lender at a local bank. Prior to working there, I served greater St. Croix County as a UW-Extension agent specializing in community, natural resource and economic development education.

As a former youth basketball and baseball coach, I enjoy being active in the community and currently serve...

Focus Areas

  • Retirement Savings Strategies
  • Intergenerational Planning
  • Portfolio Reviews
  • Wealth Strategies
  • Sustainable investing

Work History

  • Edward JonesJanuary 2018 to Current

Education

  • Univ of Wisconsin - MadisonMaster of Science
  • Univ of Wisconsin - MadisonBachelor of Science

Personal Interests

  • Baseball
  • Bird Watching
  • Fishing
  • Golfing
  • History and Museums

Team Members

  • JoAnne Ahles
    Sr. Branch Office Administrator

Send Me a Message

* Required field
How can we support you?
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

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

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More