Edward Jones Financial Advisor: Michael Walecke

Edward Jones Financial Advisor: Michael Walecke Member SIPC. We work to keep our clients on track toward their goals by converting technical knowledge into practical, actionable strategies.

My team and I work to help motivated, like-minded families, who face growing financial responsibilities, with clear, straightforward financial advice. Using this established process, we service clients in the rural, eastern part of the Sierra Nevada and near my alma mater, the University of Nevada, Reno. I joined Edward Jones during 2020 and have helped individuals and families invest in their fut

ures during a unique time in history. I hold the CERTIFIED FINANCIAL PLANNER™ designation and strive to deeply serve investors, business owners, blended families and families with special needs. I received my bachelor's (summa cm laude) and master's degrees from the University of Nevada, Reno and enjoy servicing clients near my hometown of Bishop, CA and my alma mater in Reno, NV.

“Certified Financial Planner Board of
Standards, Inc. (CFP Board) owns the
certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.”
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Take a look at my recent news about my CFP®️ certification.
08/16/2023

Take a look at my recent news about my CFP®️ certification.

If you’re getting ready to change jobs, make sure you know your options for your 401(k). Here are 4 things you can do.
05/15/2023

If you’re getting ready to change jobs, make sure you know your options for your 401(k). Here are 4 things you can do.

Rolling over a 401(k) into a new or existing traditional or Roth IRA is just one option to consider. Options include roll it, leave it, move it, or take it.

If your income is too high, you might not be eligible to invest in a Roth IRA. But there may still be a way to access th...
05/08/2023

If your income is too high, you might not be eligible to invest in a Roth IRA. But there may still be a way to access this powerful retirement savings vehicle.

Backdoor Roth IRA an option for high earners

Take a look at the latest rates, and let me know if you have any questions!
08/29/2022

Take a look at the latest rates, and let me know if you have any questions!

Our latest rates for certificates of deposit (CDs), bonds and other investments and loans.

Stocks, bonds, and investing - oh my! Help the young person in your life navigate the world of investing. Get started wi...
06/29/2022

Stocks, bonds, and investing - oh my! Help the young person in your life navigate the world of investing. Get started with our Smart Investing program to help build young investors' IQs.

Be a changemaker! Jump into the action and make investment decisions that can have positive impacts over the long term

April 18 is the big deadline during tax season, but other deadlines are also worth noting.
04/12/2022

April 18 is the big deadline during tax season, but other deadlines are also worth noting.

View important deadline dates for traders, furnishing tax forms and filing tax returns.

As a long-term investor, you will inevitably experience a bear market. The good news is, the stock market has always rec...
03/09/2022

As a long-term investor, you will inevitably experience a bear market. The good news is, the stock market has always recovered—and bull markets tend to be stronger than bear markets.

[EDJ2021]

Have you accessed your tax forms yet? You can view, print and download them here. You also can securely share your tax f...
03/08/2022

Have you accessed your tax forms yet? You can view, print and download them here. You also can securely share your tax forms with your tax professional.

View, download and print forms, import to tax prep software and share forms with a tax professional.

You’ve likely heard the term “cost basis.” But why is it important, and why do you hear about it more around tax time?
03/01/2022

You’ve likely heard the term “cost basis.” But why is it important, and why do you hear about it more around tax time?

\\\"Cost basis\\\" is probably a term you’ve heard before. Learn what it really means and why it's important.

These 20 personal finance rules cover everything from savings to taxes.[EDJ2021]
02/24/2022

These 20 personal finance rules cover everything from savings to taxes.

[EDJ2021]

Following some simple rules (and avoiding common costly mistakes) can put you miles ahead when it comes to saving for retirement.

The stock market can fluctuate, but the S&P 500 has finished positive in 30 of the last 40 years. Long term investing ca...
02/24/2022

The stock market can fluctuate, but the S&P 500 has finished positive in 30 of the last 40 years. Long term investing can help the market work in your favor.

[EDJ2021]

You likely want your tax preparation to go as smoothly as possible. Check out these common questions we hear at Edward J...
02/22/2022

You likely want your tax preparation to go as smoothly as possible. Check out these common questions we hear at Edward Jones from clients during tax season.

Find answers to common tax-filing questions for your taxable and retirement accounts.

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2484 Wingfield Hills Ste 100
Sparks, NV
89436

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Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 3pm

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