portrait of Brandon A Blumenstein

About Brandon

I began my career as an Edward Jones financial advisor in early 2008. Over the past 16 years, our practice grew while partnering with business owners, families and nonprofit organizations. Our goal is to build personalized strategies around retirement income and legacy strategies. I work with clients on dividend income strategies for retirement to help preserve assets while keeping them informed on market volatility. I've had the pleasure of being on our exclusive regional leadership team since 2011 helping branch teams through mentoring and training.

From a young age, I've always had an interest in finance and solving complex situations. I...

Focus Areas

  • Retirement Income Strategies
  • Intergenerational Planning
  • Wealth Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies

Work History

  • Edward JonesApril 2008 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of Wisconsin,SuperiorBachelor of Science

Personal Interests

  • Spending Time with Family
  • Sports Enthusiast
  • Traveling
  • Personal Fitness
  • Fishing

Team Members

  • Mary McGaa
    Branch Office Administrator

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Office Information

Hours

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

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