Edward Jones - Financial Advisor: Chad Troester

Edward Jones - Financial Advisor: Chad Troester Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Edward Jones - Financial Advisor: Chad Troester, Financial service, 5332 S 138th Street, Suite 205, Omaha, NE.

The news is out! Edward Jones has been ranked No. 1 by JD Power for Client Satisfaction among Advised Investors. We coul...
05/01/2026

The news is out! Edward Jones has been ranked No. 1 by JD Power for Client Satisfaction among Advised Investors. We couldn’t be happier because clients are everything to us. And no two are alike! We enjoy getting to know each one personally so we can provide trusted, tailored advice and wealth management solutions. Reach out if you’d like to get started.

Legal Disclosure: JD Power 2026 U.S. Full Service Investor Satisfaction Study among Wealth Management Firms for Advised Investor Satisfaction, published March 2026, data as of January 2026. Compensation provided for using, not obtaining, the ranking. For JD Power 2026 award information, visit jdpower.com/awards.

Market conditions can change fast — but your strategy doesn’t have to. Set clear goals, review your progress regularly a...
04/29/2026

Market conditions can change fast — but your strategy doesn’t have to. Set clear goals, review your progress regularly and keep your portfolio diversified to help you stay on track no matter what the market is doing.

Ready to put these habits into practice? Let's strengthen your long‑term strategy.

Market sentiment, policy backdrop, and geopolitics can change quickly.www.edwardjones.com/us-en

If you’re concerned about recent market headlines, you’re not alone. Our Quarterly Market Outlook looks beyond the headl...
04/27/2026

If you’re concerned about recent market headlines, you’re not alone. Our Quarterly Market Outlook looks beyond the headlines to explain recent volatility, economic conditions and opportunities that may matter for long-term investors.

As always, I’m here to discuss how this outlook connects with your personal goals.

Our investment strategists provide Edward Jones’ perspective on the economy and the markets, and what it may mean for your portfolio.

Market volatility is unpleasant. Also fact: The more you know about it, the less unpleasant it can be. Check out these 1...
04/24/2026

Market volatility is unpleasant. Also fact: The more you know about it, the less unpleasant it can be. Check out these 10 volatility facts to help keep volatility in perspective and your goals within reach.

Volatility is part of the investment experience, but the longer an investor holds stocks, the greater the potential for an overall positive return.

While running a business might take a lot of time and energy, stepping back to ensure your financial house is in order i...
04/20/2026

While running a business might take a lot of time and energy, stepping back to ensure your financial house is in order is worth it.

Learn how Edward Jones can help you create a quality retirement plan for your workplace, to build financial security for your business and employees.www.edwardjones.com/us-en

Caregivers give so much of themselves—and they deserve support, too.That’s why I like to share helpful resources with my...
04/10/2026

Caregivers give so much of themselves—and they deserve support, too.

That’s why I like to share helpful resources with my clients like the Alzheimer’s Association®️ Live Learning Webinars. These free sessions offer guidance on planning ahead, navigating care decisions and supporting caregivers at every stage.

I’m proud that Edward Jones has been a National Presenting Sponsor of the Walk to End Alzheimer’s®️ since 2016, standing alongside families and caregivers nationwide.
Learn more at: alz.org/livelearning

And if planning for the future is on your mind, I’m always here to listen.

Get money on your mind! April is Financial Literacy Month, and it’s important to understand your finances so you can tak...
04/08/2026

Get money on your mind! April is Financial Literacy Month, and it’s important to understand your finances so you can take control of your future. Reach out and I can help you navigate the options and decisions to set you on a path of financial well-being.

Learn more: https://bit.ly/4miV5sR

You can always work luxury purchases into a plan, but what happens when "living large" starts shrinking your long-term s...
04/03/2026

You can always work luxury purchases into a plan, but what happens when "living large" starts shrinking your long-term security? Here's how to enjoy today without risking tomorrow.

How to Avoid Going Too Lean—or Too Lavish— With Your Money

Thinking about your retirement strategy? Roth contributions could be a game changer. They offer tax-free withdrawals, fl...
04/01/2026

Thinking about your retirement strategy? Roth contributions could be a game changer. They offer tax-free withdrawals, flexibility and even benefits for your heirs. Learn why paying taxes now might make a difference later.

Roth contributions could be one of your smartest retirement moveswww.edwardjones.com/us-en

A life's work is built one note at a time. That's how we carefully craft your financial strategy, so it's in-tune with w...
03/20/2026

A life's work is built one note at a time. That's how we carefully craft your financial strategy, so it's in-tune with what matters most to you. That's why Edward Jones is proud to sponsor Alan Jackson's "Last Call: One More for the Road — The Finale" concert this summer.

Address

5332 S 138th Street, Suite 205
Omaha, NE
68137

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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