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Ron Knaflic, Financial Advisor

FINANCIAL ADVISOR
Ron Knaflic

CFP®
813 Fox Lane Ste F, Waterford, WI 53185opens in a new window
Serving clients of all asset levels
CallSend Me a Message

Focus Areas

  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Charitable Giving
  • Divorce Finances

About Ron

As a financial advisor with Edward Jones, I oversee the financial affairs of a select group of women, families and business owners in the Waterford area and points around the country. I prioritize a holistic approach, beginning by understanding and clarifying your expectations and goals before crafting any investment strategies.

My commitment to providing comprehensive wealth solutions extends beyond investment advice. I actively engage with your CPA, attorney and other professionals to address all aspects of your financial well-being, including tax management, estate considerations, wealth preservation and charitable giving. Together, we tailor a strategy that aligns with your unique needs and...

Work History

  • Edward JonesApril 2010 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Univ of Wisconsin,WhitewaterBachelor of Music

Personal Interests

  • Spending Time with Family
  • Cycling
  • Fishing
  • Mountain Biking
  • Music

Team Members

  • Piroska Krueger
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(262) 534-9766

Fax

(877) 369-7521

Office Address

813 Fox Lane Ste F
Waterford, WI 53185opens in a new window

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