Dakota Lynn Baumhoer

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

• 11/2018 → 07/2021
  Edward Jones
  Jefferson City, MO
• 12/2015 → 11/2018
  Providence Bank
  Jefferson City, MO
• 07/2021 → Present
  Edward Jones
  St Louis, MO

Other Businesses

United Way Jefferson City, MO Start date: 2/26/2026 Fund Allocation Hours per week: 0 Hours during trading: 0 Do a site visit for a partner agency to see where funds are being used vs what they are stating.

Exams

• S66 Uniform Combined State Law Examination
  2021-09-10

Other Names

• Dakota Lynn Wolfe