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Jeff Koolen, Financial Advisor

FINANCIAL ADVISOR
Jeff Koolen

CFP®
3520 Village Drive Suite 400, Lincoln, NE 68516opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies

About Jeff

I started my career with Edward Jones more than 23 years ago, and I am excited to return to Edward Jones to join Deb Zimmer's office. I have always believed that clients come first, and I believe that Edward Jones shares that same philosophy. I have spent the last 23 years working with individuals, families and business owners to help them make the financial decisions to make their retirement goals a reality. I enjoy developing long-term relationships built on integrity and trust, and I also believe in providing the high-quality personal service and attention to detail that clients deserve.

I...

Work History

  • Edward JonesDecember 2023 to Current
  • WOODBURY FINANCIALApril 2013 to November 2023

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Hastings CollegeBachelors

Personal Interests

  • Baseball
  • Art & Theater
  • Golfing
  • Football

Send Me a Message

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Office Information

Phone

(402) 476-2266

Fax

(888) 361-9101

Office Address

3520 Village Drive Suite 400
Lincoln, NE 68516opens in a new window

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