Wendy Sue Eitniear

CRD 7235860

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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:

Current Employers

Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-10-25
OH	RA	APPROVED	2024-10-18

TX RA
APPROVED

Since 2024-10-25
OH RA
APPROVED

Since 2024-10-18

Branch Locations

Wauseon, OH • United States

12555 Manchester Road, St. Louis, MO 63131 • United States

1072 N Shoop Ave, Wauseon, OH 43567 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Edward Jones	Wauseon	OH	03/2020	Present
Midwest Community Federal Credit Union	Defiance	OH	11/2007	03/2020
Edward Jones	St. Louis	MO	12/2024	Present

03/2020 → Present

Edward Jones

Wauseon, OH
11/2007 → 03/2020

Midwest Community Federal Credit Union

Defiance, OH
12/2024 → Present

Edward Jones

St. Louis, MO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-10-17

S66 Uniform Combined State Law Examination

2024-10-17

Other Names

Wendy Sue Elling
Wendy Sue Goller

View on SEC IAPD

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