Cory Herzog, Financial Advisor

Focus Areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • College Savings
  • Charitable Giving
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners

About Cory

At Edward Jones, we focus on serving the financial needs of individual investors of all ages and financial means. We have built our business by treating our clients as we would want to be treated, a simple idea that still makes sense in today's complex marketplace.

I attended the University of New Mexico and graduated in 2000 with a bachelor's degree in financial management from the Anderson School of Business.

As a native of Watertown, South Dakota, my wife and I decided to move back to Watertown to raise our family. We have two children, ages 19 and 15. In 2004,...

Work History

  • Edward JonesMay 2004 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of New MexicoBachelors

Team Members

  • Jenny Lacher
    Sr. Branch Office Administrator
  • Kristin Jenc
    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 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

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