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portrait of Jessica L Knutson
FINANCIAL ADVISOR

Jessica L Knutson

CFP®, AAMS™
400 W Main St, Stoughton, WI 53589opens in a new window
Accepting New Clients
CallSend Me a Message

About Jessica

As a financial advisor and CERTIFIED FINANCIAL PLANNER® professional, my mission is to help you pursue a life filled with purpose and fulfillment. I believe in crafting personalized strategies that are tailored to your specific resources, aspirations and values. Whether you are planning for retirement, navigating through life's changes or looking to grow and protect your wealth, I am here to support you on your journey.


I believe in treating my clients like family, taking the time to understand your unique situation, goals and personality. Together, we'll create a plan that's tailored just for you, so you can feel...

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Charitable Giving
  • Divorce Finances

Work History

  • Edward JonesMarch 2005 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • St Olaf CollegeBachelors

Personal Interests

  • Spending Time with Family
  • Traveling
  • Yoga
  • Hiking
  • Active Lifestyle

Team Members

  • Fay Ploeger
    Sr. Branch Office Administrator
    FPQP®
  • Kelly Venable
    Associate Financial Advisor
  • Kelli Hefter
    Branch Office Administrator

Send Me a Message

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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 - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(608) 873-7131

Fax

(877) 346-4250

Office Address

400 W Main St
Stoughton, WI 53589opens in a new window

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