Tricia Oltmann

Q: What is Tricia Oltmann email address?

Email Tricia Oltmann at triciaoltmann@gmail.com and tricia.oltmann@edwardjones.com. This email is the most updated Tricia Oltmann's email found in 2026.

Q: How to contact Tricia Oltmann?

To contact Tricia Oltmann send an email to triciaoltmann@gmail.com or tricia.oltmann@edwardjones.com. If you want to call Tricia Oltmann try calling on 7155704943. (updated on January 09, 2025)

Financial Advisor at Edward Jones | Appleton-Oshkosh-Neenah Area

About Tricia Oltmann

Tricia Oltmann is a dedicated Financial Advisor at Edward Jones, committed to helping individuals and small businesses achieve their long-term financial aspirations. With a personalized approach, Tricia emphasizes building strong, trust-based relationships with her clients, understanding that successful financial planning is rooted in tailored strategies and ongoing support. Her expertise spans a broad spectrum of investment and insurance solutions, including mutual funds, IRAs, long-term care, and comprehensive retirement planning.

Currently, Tricia is focused on guiding clients through complex financial landscapes by developing customized investment portfolios aligned with their unique goals and risk tolerance. She leverages her Series 7 license and WI Life & Health license to offer a wide range of securities and insurance products, ensuring her clients have access to the most suitable options for wealth accumulation and preservation. Her key projects often involve strategic asset allocation, retirement income planning, and risk management, all designed to help clients secure their financial futures.

At Edward Jones, Tricia benefits from a firm culture that prioritizes relationship-driven service, allowing her to provide one-on-one consultations either in her office or at clients’ homes. Her deep industry knowledge and commitment to ongoing education enable her to stay current with market trends and regulatory changes, ensuring her clients receive sound, compliant advice. Whether working with individuals planning for retirement or small business owners seeking to optimize their financial strategies, Tricia’s expertise and personalized service make her a trusted partner in navigating the path toward financial security.

Tricia Oltmann Work

Financial Advisor at Edward Jones in September 2010 to Present

Finance & Insurance Manager at Mark Toyota in April 2006 to August 2010

Mortgage Lending Manager at TCF National Bank in September 2001 to June 2004

Tricia Oltmann Education

Amherst HS, September 1993 to September 1997

Tricia Oltmann Skills

Series 7 licensed

Series 66 licensed

WI Life & Health licensed

About Tricia Oltmann's Current Company

Edward Jones

Discover more about Edward Jones

Frequently Asked Questions about Tricia Oltmann

What is Tricia Oltmann email address?

Email Tricia Oltmann at [email protected] and [email protected]. This email is the most updated Tricia Oltmann's email found in 2026.

What is Tricia Oltmann phone number?

Tricia Oltmann phone number is 7155704943.

How to contact Tricia Oltmann?

To contact Tricia Oltmann send an email to [email protected] or [email protected]. If you want to call Tricia Oltmann try calling on 7155704943. (updated on January 09, 2025)

What company does Tricia Oltmann work for?

Tricia Oltmann works for Edward Jones

What is Tricia Oltmann's role at Edward Jones?

Tricia Oltmann is Financial Advisor

What industry does Tricia Oltmann work in?

Tricia Oltmann works in the Financial Services industry.