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portrait of Corey A Knepfel
FINANCIAL ADVISOR

Corey A Knepfel

AAMS™
315 Burton Rd Suite 101, New London, WI 54961opens in a new window
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About Corey

As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what you’re working toward and learn what is most important to you. Doing so, we can partner together to develop personalized strategies to help you meet your long-term goals.

I began working at Edward Jones in 2014 as an on-call branch office administrator at offices in the Oshkosh and Madison area until 2016, when I transitioned to a financial advisor, working out of our home office in Tempe, AZ, before opening up the firm's second office in New London at the beginning of 2017.

I...

Focus Areas

  • Business Retirement Plans
  • Employee Stock Options
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Intergenerational Planning

Work History

  • Edward JonesMarch 2016 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of Wisconsin - MadisonBachelor of Science

Personal Interests

  • Community Outreach
  • Outdoor Enthusiast
  • Sports Enthusiast
  • Personal Fitness
  • Music

Team Members

  • Holly Schweitzer
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends

Phone

(920) 982-7440

Fax

(866) 588-6648

Office Address

315 Burton Rd Suite 101
New London, WI 54961opens in a new window

Mailing address

P O Box 149
New London, WI 54961

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