Edward Jones - Financial Advisor: Liz Bakker

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Edward Jones - Financial Advisor:  Liz Bakker My role is to help my clients grow, protect, and give their resources, so they can create a positive impact on their family and community. Member SIPC.

Liz Bakker is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional.

​Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

Your wealth should support more than your lifestyle. It should support your vision for the future.As a financial advisor...
11/02/2026

Your wealth should support more than your lifestyle. It should support your vision for the future.

As a financial advisor with the Certified Private Wealth Advisor®, CPWA®, designation, I help individuals and families navigate complex financial decisions with strategies focused on wealth preservation, retirement readiness, tax efficiency, legacy planning and more.

Because when your financial strategy is aligned with your goals, you can spend less time worrying and more time focusing on what matters most. Let's connect.

Edward Jones and its financial advisors do not provide tax advice.

I offer advanced services to help simplify your financial life. The time to shape your legacy is now — let's connect.
11/02/2026

I offer advanced services to help simplify your financial life. The time to shape your legacy is now — let's connect.

You've spent years building your operation. The next step is ensuring it continues to support your family, your goals an...
11/01/2026

You've spent years building your operation. The next step is ensuring it continues to support your family, your goals and your legacy.

As a financial advisor with the Agriculture Focused Financial Planning™, AFFP®, designation, I've completed additional training to help farm families address the unique financial challenges and opportunities that come with agricultural ownership, from succession and retirement planning to wealth transfer and long-term asset preservation.

Because protecting your legacy means planning for both the next season and the next generation.

Cybersecurity Awareness Month may be ending, but protecting your financial information is important all year long. That'...
10/30/2026

Cybersecurity Awareness Month may be ending, but protecting your financial information is important all year long. That's why I'm proud to share that Edward Jones offers eligible U.S. clients complimentary access to Carefull®, a service designed to help monitor financial activity, identify potential warning signs and provide alerts that can help detect fraud before it happens.

Reach out to get started or click this link to learn more about Carefull: https://bit.ly/47RYzvW

For many farm families, the land represents more than an asset. It's a legacy built through generations of hard work and...
10/30/2026

For many farm families, the land represents more than an asset. It's a legacy built through generations of hard work and careful stewardship.

As a financial advisor with the Agriculture Focused Financial Planning™, AFFP®, designation, I've completed additional training to help agricultural producers and farm families navigate important decisions around succession planning, retirement readiness and preserving the future of their operation.

Together, we can create a strategy designed to help protect what you've built while supporting the goals of future generations.

10/29/2026

What might the recent AI-driven market selloff mean for investors? Edward Jones Senior Global Strategist Angelo Kourkafas joins Bloomberg to unpack the drivers behind the recent market moves, explain what's happening beneath the headlines, and share perspective on maintaining a long-term investment focus amid volatility.

Watch the full conversation: https://bit.ly/4yUjLN5

I help simplify complex financial needs for business owners in our community like you. Your success is my priority — let...
10/29/2026

I help simplify complex financial needs for business owners in our community like you. Your success is my priority — let’s find time to connect.

Capital gain distributions can catch investors off guard, especially in taxable accounts. As year-end approaches, it's i...
10/28/2026

Capital gain distributions can catch investors off guard, especially in taxable accounts. As year-end approaches, it's important to understand how these distributions work, potential tax implications and strategies that may help you manage them.

Reach out if you'd like to discuss how these considerations fit into your overall financial plan.

Learn more:

Capital gain distributions: What to know before year end

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing quest...
10/26/2026

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing questions around the sustainability of AI-driven investment.

James McCann, Senior Economist, explores how these trends are influencing markets, what's supporting the economic outlook, and what investors should keep in focus in the latest Weekly Market Wrap.

https://bit.ly/3W766EA


A summary of last week's market highlights and economic news.

Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-ori...
10/19/2026

Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-oriented and more defensive sectors amid concerns about rates, debt levels and growth expectations.

Mona Mahajan, Head of Investment Strategy, shares her perspective on what's driving the recent market rotation, why the broader fundamental backdrop remains constructive, and what it could mean for investors in the latest Weekly Market Wrap: https://bit.ly/4kbca8O

Address

8626 Wicker Suite D
Saint John, IN
46373

Opening Hours

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

Telephone

+12193651386

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