Holly A Mrstik

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

• 01/2022 → Present
  Edward Jones
  St Louis, MO
• 06/2009 → 12/2021
  Fortifi Bank
  Berlin, WI

Other Businesses

Oshkosh Camps LLC Type of business: Volleyball Club Oshkosh, WI Start date: 11/30/2021 Volleyball Coach Hours per week: 3 Hours during trading: 0 Coaching a traveling club volleyball from November through early April. **** "Fox Valley Performance Volleyball Club Type: Youth Sports Date: 10/01/22 Title: Volleyball Coach Trad Hrs: 0 Tot Hrs: 10 Desc: Youth volleyball coach City-State: Combined Locks WI"

Exams

• S66 Uniform Combined State Law Examination
  2022-03-04

Designations

• Certified Financial Planner

Other Names

• Holly A Kilcoyne
• Holly Ann Mrstik