Edward Jones - Financial Advisor: Pete Klein

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Edward Jones - Financial Advisor: Pete Klein As an Edward Jones financial advisor, I believe it’s important to invest my time to understand wha

As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing. Edward Jones is a financial services firm, dedicated to servicing the needs of individual investors. Member SIPC.
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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/47lATQk

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previo...
10/12/2026

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previous ones, and does it still have room to run?

Angelo Kourkafas, Senior Global Investment Strategist, shares his perspective on what's helping sustain this bull market and what investors should watch next in the latest Weekly Market Wrap: https://bit.ly/4yPAsda

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.

Rising rates have grabbed headlines, but they're only one inning in a much longer game. Easing inflation, healthy consum...
10/05/2026

Rising rates have grabbed headlines, but they're only one inning in a much longer game. Easing inflation, healthy consumer spending and growing corporate profits point to an economy that remains on solid footing.

Investment Analyst Brock Weimer shares insights from market history, exploring how stocks have performed following sharp increases in bond yields and what those trends may signal for investors in the latest Weekly Market Wrap: https://bit.ly/4zB0pNN

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/3TeGm8l

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/4ygkFDU

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/4z1Nu6Z

Bond yields recently climbed to their highest levels in decades as investors weighed sticky inflation, booming AI invest...
09/28/2026

Bond yields recently climbed to their highest levels in decades as investors weighed sticky inflation, booming AI investment and robust economic growth. In this evolving environment, higher interest rates are creating new opportunities in fixed income while shifting market leadership across equities.

Senior Economist James McCann shares his perspective on how investors can navigate today's higher-rate environment in the latest Weekly Market Wrap: https://bit.ly/4dahSDN

The Fed raised interest rates for the first time in three years, as widely expected. While the announcement prompted an ...
09/22/2026

The Fed raised interest rates for the first time in three years, as widely expected. While the announcement prompted an initial market reaction, resilient economic growth, strong corporate earnings and continued consumer spending could help support equities, even if interest rates move somewhat higher. Meanwhile, higher short-term bond yields may create new opportunities for investors seeking income.

Brian Therien, Investment Strategist, shares his perspective on what a more hawkish Fed policy could mean for investors in the latest Weekly Market Wrap: https://bit.ly/4rsclhQ

Many people assume financial confidence comes with age. In my experience, it's not quite that simple.New research from E...
09/17/2026

Many people assume financial confidence comes with age. In my experience, it's not quite that simple.

New research from Edward Jones and Gallup shows that people across generations share concerns about their financial future. Younger adults are often working to build wealth, while older adults are focused on making their savings last. But both are looking for greater peace of mind about what's ahead.

That's one reason I enjoy helping clients create personalized strategies that align with their goals and priorities, both today and as their needs evolve over time.

Read more from Gallup: https://bit.ly/4hirUEh



Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.

Older adults are much more confident than younger adults in managing their current finances. Confidence in managing future finances, however, differs less by age.

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213 N. Wisconsin Stree
Port Washington, WI
53074

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Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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+12622847153

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