Samantha Jo Bratz

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

• 01/2019 → Present
  Edward Jones
  New Holstein, WI
• 05/2016 → 01/2019
  Best Friends Of Neenah-Menasha
  Neenah, WI
• 06/1999 → 11/2018
  Gobbler's Knob
  Stockbridge, WI

Other Businesses

Beneve LLC Type of business: Health & Wellness Daytona Beach, FL Start date: 6/2/2025 Influencer Hours per week: 1 Hours during trading: 0 Share products via social media to build community through health and wellness.*** * Stockbridge Booster Club Type of business: Non-profit sports club Stockbridge, WI Start date: 8/18/2025 Volleyball Coach Hours per week: 4 Hours during trading: 0 Middle school volleyball coach. Work with athletes on improving skills in sport and coordinate with athletic director to establish practice and game schedule.*** * Stockbridge Booster Club Type: Date: 07/19/23 Title: Board Member Trad Hrs: 0 Tot Hrs: 0 Desc: Event planning/coordination for fundraising opportunities to benefit upgrading the school and community's athletic facilities. Help facilitate use of club's website functions and registration for athletics. City-State: Stockbridge WI

Exams

• S66 Uniform Combined State Law Examination
  2025-07-02

Other Names

• Samantha Jo Kappus