Misty Lynn Warnecke

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

• 08/2021 → 03/2022
  The Prudential Insurance Company Of America
  Milton, WI
• 08/2021 → 03/2022
  Prudential Investment Management Services Llc
  Milton, WI
• 08/2013 → 07/2021
  Blain Supply
  Janesville, WI
• 04/2022 → 04/2024
  Gwfs Equities, Inc. /Empower
  Dubuque, IA
• 04/2024 → Present
  Edward Jones
  St Louis, MO

Other Businesses

Bismarck's Main Street Bar & Grill Type: Restaurant Date: 12/19/22 Title: Server/Bartender Trad Hrs: 0 Tot Hrs: 8 Desc: Employee. 5-10 Hours Per week, after trading hours. Locally owned bar and grill. server/bartender or cleaning 1 night a week. over 50% of sales are in food. City-State: Watertown WI

Exams

• S66 Uniform Combined State Law Examination
  2024-08-07
• S63 Uniform Securities Agent State Law Examination
  2021-11-02

Other Names

• Misty Lynn Symkowski
• Misty Coates
• Misty Lynn Coates