Edward Jones-Financial Advisor: Scott Kortendick

Edward Jones-Financial Advisor: Scott Kortendick Edward Jones Financial Advisor in Racine, WI. Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. Member SIPC.

Making Sense of Investing for serious long term investors with Planning for Retirement, Enjoying Retirement, Paying for Education, Preparing for the Unexpected, Saving Money on Taxes. I'm a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. With nearly 18,000 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, Roxanne 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 262.977.5529 or stop by my office, or visit www.edwardjones.com/scott-kortendick for more information.
/*********/
For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

06/08/2026

What does it mean to become a financial caregiver? Before signing on for a responsibility like that, you need to understand the expectations. Our resources can answer your questions when deciding if you're ready to take on this role

Learn more about the responsibilities of caring for another person's financial wellbeing.

After beginning the year with markets pricing in multiple rate cuts, a sharply accelerating labor market and energy-driv...
06/08/2026

After beginning the year with markets pricing in multiple rate cuts, a sharply accelerating labor market and energy-driven inflation have meaningfully shifted the outlook toward potential policy tightening — creating a more complex backdrop for equities and fixed income alike. Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/3Q4wKLI

As the year is coming to an end, tick one more thing off your "very important to-do" list by looking at how you're plann...
06/06/2026

As the year is coming to an end, tick one more thing off your "very important to-do" list by looking at how you're planning your estate. A properly planned estate strategy gives control over how to provide for what you value most, financially and personally, once you are no longer able to do so yourself.

Talk to your attorney and check out our hub to help you get started: https://bit.ly/4ftXGyP

With all the different types of retirement accounts available, it can be difficult to know which one is right for you. B...
06/06/2026

With all the different types of retirement accounts available, it can be difficult to know which one is right for you. But having more than one type of retirement account could actually help you achieve your retirement goals faster. Here’s what you should know about two effective retirement accounts—an IRA and 401(k).

Benefits to having both

Markets will always go up and down, but we believe quality investments are more likely to overcome temporary challenges ...
06/05/2026

Markets will always go up and down, but we believe quality investments are more likely to overcome temporary challenges and ultimately help you meet your financial goals.

Read through the benefits

While many people choose a family member to carry out their estate plan, that’s not the only option. There are many bene...
06/04/2026

While many people choose a family member to carry out their estate plan, that’s not the only option. There are many benefits to appointing a professional co-trustee. Here are six questions to ask yourself before you make a decision about who will serve as trustee or personal representative.

Learn more about whether a corporate trustee is the right choice for your needs and goals.

You’ve worked hard to build your portfolio and assets—but not having the right estate documents in place may make it mor...
06/03/2026

You’ve worked hard to build your portfolio and assets—but not having the right estate documents in place may make it more difficult for your wishes to be carried out after death.

Get insights from Edward Jones professionals, and see what our strategists' perspectives mean for you.www.edwardjones.com/us-en

Do you know what your credit score is and how it’s calculated? We can walk you through it
06/02/2026

Do you know what your credit score is and how it’s calculated? We can walk you through it

Why establishing and maintaining strong credit matters so much for your financial health. From Edward Jones and EVERFI

Life is a roller coaster of emotions that has a real effect on our bodies and minds. Learn about the fundamentals, benef...
06/01/2026

Life is a roller coaster of emotions that has a real effect on our bodies and minds. Learn about the fundamentals, benefits, and strategies you can use to practice mindful living this year.

Learn about the fundamentals, benefits, and strategies you can use to practice mindful living. From Edward Jones and EVERFI

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an ac...
06/01/2026

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an accelerating AI investment and robust corporate profit growth, reinforcing the constructive case for equities. However, elevated inflation may keep rate cuts off the table and limit near-term progress in bond markets.

Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/438yq9O

Address

5401 Douglas Avenue, Suite C
Racine, WI
53402

Opening Hours

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

Telephone

+12629775529

Alerts

Be the first to know and let us send you an email when Edward Jones-Financial Advisor: Scott Kortendick posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Share