Elizabeth Teresa Walek

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2015 → Present
  Edward Jones
  Sartell, MN
• 08/2017 → Present
  District 742 Sauk Rapids Rice Schools
  Sauk Rapids, MN
• 02/2015 → 07/2017
  Northcrest Gymnastics
  Sauk Rapids, MN

Previous Registrations

• 2011-09-06 → 2012-07-17
  Edward Jones
  St Louis, MO
  St Cloud, MN

Other Businesses

Sports Arena East Type: Date: 03/18/24 Title: SRYHA Board Representative Trad Hrs: 0 Tot Hrs: 0 Desc: Attend monthly Board meetings and oversee decision making within the Sports Arena East facility City-State: Sauk Rapids MN ******* "Sauk Rapids Youth Hockey Association Type: Date: 03/01/24 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: No Responsibilities City-State: Sauk Rapids MN"

Exams

• S66 Uniform Combined State Law Examination
  2020-09-17

Other Names

• Elizabeth Teresa Schulte