MARINETTE—Financial Advisor Jeremy Bartels of the financial services firm Edward Jones in Marinette has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the certification mark CFP®.
Bartels completed the CFP Board’s initial certification requirements, which include completion of financial planning coursework and passing a comprehensive examination.
Individuals who hold CFP® certification must agree to meet ongoing continuing education requirements and uphold the CFP Board’s Code of Ethics and Professional Responsibility and Financial Planning Practice Standards.
This advanced training offers investment professionals the hands-on information needed to provide comprehensive financial services. Study topics include the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits and estate planning. CFP professionals must also meet ongoing continuing education requirements and uphold the CFP Board’s Code of Ethics and Professional Responsibility and Financial Planning Practice Standards.
Edward Jones, its employees and financial advisers are not estate planners and cannot provide tax or legal advice.
Bartels has been a financial adviser with Edward Jones for 4 years. He has served individual investors in Wisconsin and Michigan for 4 years.
For more information, people may visit 1707 Stephenson St., Marinette; or edwardjones.com//financial-advisor/jeremy-bartels; or call 715-732-4408.