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portrait of Joe Eckhardt
FINANCIAL ADVISOR

Joe Eckhardt

CFP®, AAMS™
216 W Main St, Lewistown, MT 59457opens in a new window
CallSend Me a Message

About Joe

Throughout my life, helping others has been an integral part of who I am. I chose a career in financial services because I believe I could make a difference in the lives of families in and around my community, and I joined Edward Jones in 2008 because I discovered their core values aligned with mine.

My goal for every interaction is to add value to the financial life of each of my clients. When we work together, I start every conversation by listening to you, to ensure I understand what is most important to you. I then work through our established...

Focus Areas

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

Work History

  • Edward JonesJune 2008 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Montana State Univ-BozemanBachelor of Science

Team Members

  • Staci Grosskopf
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:00AM - 03:00PM
Tue 07:00AM - 03:00PM
Wed 07:00AM - 03:00PM
Thu 07:00AM - 03:00PM
Fri 07:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings

Phone

(406) 535-4237

Fax

(855) 225-9148

Office Address

216 W Main St
Lewistown, MT 59457opens in a new window

Mailing address

216 West Main St
Lewistown, MT 59457

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