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Edward Jones - Guy Stratton
Financial advisor · Based in Waunakee
About
The Waunakee office of Edward Jones financial advisor Guy D Stratton focuses on wealth strategies, retirement savings and income strategies and estate and legacy strategies, offers portfolio reviews, works with entrepreneurs and business owners, and has Saturday appointments by request.
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MadisonWI.com guide
Choosing a financial advisor in Madison
"Financial advisor" isn't a protected title, so ask exactly what credentials someone holds and how they're registered. You can look up advisors and firms on FINRA's BrokerCheck and the SEC's Investment Adviser Public Disclosure site.
Read the rest of the guide
Ask how they're paid: a flat fee, an hourly rate, a percentage of assets, or commissions on products they sell. Then ask whether they act as a fiduciary, legally required to put your interests first, for all of the advice they give you.
A good first meeting is mostly them asking about your goals. Be cautious of anyone who leads with a specific product.