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Darrick Munsch, Financial Advisor

FINANCIAL ADVISOR
Darrick E Munsch

AAMS™
903 Tullar Road, Neenah, WI 54956opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Not-for-profit Organizations
  • Charitable Giving

About Darrick

Having a financial partner you can trust to help develop strategies to obtain, grow, protect, enjoy and transfer wealth is more crucial now than ever.

As a seasoned financial advisor with Edward Jones, I bring over two decades of experience in financial strategies and asset management for those who are near or in retirement, business owners and executives. I partner with my clients to help identify their priorities and integrate supporting solutions. Life can be complex, filled with significant changes in careers, interpersonal relationships, major purchases and supporting the people we love. Using an established process, I help my clients uncover,...

Work History

  • Edward JonesJune 2024 to Current
  • Private Client ServicesJanuary 2018 to June 2024

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Golfing
  • Landscape Design
  • Record Collecting
  • Baseball

Team Members

  • Christine Milheiser
    Sr. Branch Office Administrator
  • Josephine Kubasta
    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 - 05:00PM
Sat Closed
Sun Closed

Phone

(920) 729-0422

Fax

(877) 298-4065

Office Address

903 Tullar Road
Neenah, WI 54956opens in a new window

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