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portrait of Kyle L Jerman
FINANCIAL ADVISOR

Kyle L Jerman

CPWA®, CEPA®
309 Second Street, Chetek, WI 54728opens in a new window
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About Kyle

At Edward Jones, we value personal relationships based on a deep understanding of your unique financial needs. We use a solutions-based approach tailored to your individual goals and provide exceptional service.

I joined Edward Jones as a financial advisor in 2006, opening the firm’s first branch office in Chetek. I became a limited partner with Edward Jones in 2016.

I earned a bachelor’s degree in economics from the University of Minnesota-Twin Cities. In addition, I earned the Certified Exit Planning Advisor® designation in 2022 and became a CPWA® professional in 2023.

Originally from Rice Lake, I have lived in the area most of...

Focus Areas

  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans

Work History

  • Edward JonesJune 2006 to Current

Certifications

  • CPWA®

    Certified Private Wealth Advisor®

  • CEPA®

    Certified Exit Planning Advisor®

Education

  • Univ of Minnesota,MinneapolisBachelor of Science

Personal Interests

  • Golfing
  • Traveling
  • Sports Enthusiast
  • Spending Time with Family

Team Members

  • Kimberly Schieffer
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:30PM
Sat Closed
Sun Closed

Phone

(715) 924-2057

Fax

(800) 669-0715

Office Address

309 Second Street
Chetek, WI 54728opens in a new window

Mailing address

P O Box 170
Chetek, WI 54728

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