Edward Jones-Financial Advisor: Bryan Theis

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Edward Jones-Financial Advisor: Bryan Theis Edward Jones is a financial services firm dedicated to serving the needs of individual investors. Member SIPC.

I'm a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. With nearly 13,000 financial advisors serving nearly 7 million investors, our firm has been built on the belief that the only way to do business is on a one-on-one, personal basis. We do that by getting to know you, understanding your goals, and developing individualized strategies to help you reach them. My branch office administrator, Pam Henry and I work as a team to give you the personal service you deserve when it comes to planning for your financial future. Please call or stop by my office, or visit www.edwardjones.com/Bryan-Theis for more information.
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A strong financial plan looks a lot like a strong game plan: prepared for what’s coming, adjusted as things change and a...
10/17/2026

A strong financial plan looks a lot like a strong game plan: prepared for what’s coming, adjusted as things change and always focused on what matters most. As the Official Wealth Management Partner of Oregon Athletics, our team of financial advisors is ready to help you build a game plan designed around your goals.

Oregon Athletics is not a current Edward Jones client. They have been compensated for this endorsement. See details at edwardjones.com/sports?utm_term=1060973&utm_source=facebook&utm_medium=social_media&utm_content=3335785&c3nid=1060973_facebook_3335785&c3ch=BranchSocialMedia&EID=MDAwMDAwMDA3NzI1MQ%3D%3D.

Interested in growing your practice?Experience Edward Jones firsthand and discover how to take your business to the next...
10/14/2026

Interested in growing your practice?

Experience Edward Jones firsthand and discover how to take your business to the next level.

Join us November 4-6 for our exclusive Due Diligence Event at New York Marriott Marquis.

Register: https://bit.ly/47S6Akp

10/09/2026

With financial fraud on the rise, staying vigilant is more important than ever. Edward Jones continues to work behind the scenes to help safeguard client information—and now, through our relationship with Carefull, we’re offering an additional layer of support.

Carefull helps monitor accounts, track unusual activity, and alert you to potential issues early, making it easier for you and your family to feel more confident in your financial security. And it’s available at no cost to Edward Jones clients in the United States.

If you’d like to learn more, feel free to reach out.

Client conversations. Industry knowledge. Licenses earned. Those skills don’t disappear when you consider what’s next—th...
10/07/2026

Client conversations. Industry knowledge. Licenses earned. Those skills don’t disappear when you consider what’s next—they carry forward. The right environment should recognize what you’ve already built. If you’re curious how your experience might translate, let’s start a conversation.

Design how you serve—your planning approach, your pace, your tools. Partnership when you want it, freedom when you need ...
10/07/2026

Design how you serve—your planning approach, your pace, your tools. Partnership when you want it, freedom when you need it. Interested? Message me.

I enjoyed reading this recent Kiplinger article featuring our Head of Wealth Management and Field Management, David Chub...
10/02/2026

I enjoyed reading this recent Kiplinger article featuring our Head of Wealth Management and Field Management, David Chubak. One point that stood out to me is how many families are balancing long-term goals with desire to support loved ones today.

It’s something that often comes up in conversations with clients, whether it’s helping adult children with housing expenses, student debt or other financial challenges. As David notes, "The reality is we live in an age of financial uncertainty and anxiety like no other." Having open conversations and a thoughtful plan can help families navigate those decisions with greater confidence.

Read the article here: https://bit.ly/4hseNS3

What financial lesson or value do you hope to pass along to the next generation?

Passing down the wealth you've built over a lifetime, with wisdom and grace, is good. Passing on your values along with the money? Even better.

Growth looks different for every financial advisor.This webinar highlights the resources, technology, and support design...
09/30/2026

Growth looks different for every financial advisor.

This webinar highlights the resources, technology, and support designed to help you serve clients with clarity and confidence — and shape the future of your practice with intention.

Register for Explore Your Future: https://bit.ly/4xWLMmz

Interested in growing your practice?Experience Edward Jones firsthand and discover how to take your business to the next...
09/29/2026

Interested in growing your practice?

Experience Edward Jones firsthand and discover how to take your business to the next level.

Join us November 4-6 for our exclusive Due Diligence Event at New York Marriott Marquis.

Register: https://bit.ly/47qMaib

Curious how experienced advisors plan for their next chapter?Hear directly from financial advisors, subject matter exper...
09/29/2026

Curious how experienced advisors plan for their next chapter?

Hear directly from financial advisors, subject matter experts and recruiters during our Explore Your Future webinar, including a live Q&A session.

Save your spot: https://bit.ly/4hUfFyU

When you consolidate your retirement accounts with my office, I can see the “big picture” of your retirement savings mor...
09/25/2026

When you consolidate your retirement accounts with my office, I can see the “big picture” of your retirement savings more clearly and help align your strategy with it.

You work hard for your income. Here are some ways to help ensure your retirement dollars are working hard for you.

Address

200 W. Grand Avenue
Beloit, WI
53511

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4pm

Telephone

+16083621666

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