Joel Koelpin
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Joel Koelpin Email & Phone Number

Financial Planner at Edelman Financial Engines
Location: Plano, Texas, United States 7 work roles 1 school
2 work emails found @fisherinvestments.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 86%

Contact Signals · 2 work emails

Work email j****@fisherinvestments.com
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Current company
Edelman Financial Engines
Role
Financial Planner
Location
Plano, Texas, United States
Company size
1492 employees

Who is Joel Koelpin? Overview

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Quick answer

Joel Koelpin is listed as Financial Planner at Edelman Financial Engines, a with 1492 employees, based in Plano, Texas, United States. AeroLeads shows a work email signal at fisherinvestments.com and a matched LinkedIn profile for Joel Koelpin.

Joel Koelpin previously worked as Financial Planner, Workplace Planning at Edelman Financial Engines and Investment Advisor at Edelman Financial Engines. Joel Koelpin holds Bachelor Of Science - Bs, Business Management, Summa Cum Laude from College Of Business- Minnesota State University, Mankato.

Company email context

Email format at Edelman Financial Engines

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jkoelpin@fisherinvestments.com
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AeroLeads found 2 current-domain work email signals for Joel Koelpin. Compare company email patterns before reaching out.

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Profile bio

About Joel Koelpin

Engaging, empathetic, and highly ethical servant leader with experiences across banking, retirement plan education, and management.I find joy in connection and the role of kindness in business - the success I’ve experienced has always been accompanied by effective collaboration, genuine trust, and selfless effort. I have refined my ability to provide outstanding customer service through thousands of interactions, beginning with a college job as a community bank teller to my most recent as a service team leader for a global investment firm.As the son of a professor, the husband of a teacher and the friend of many more, education is close to my heart. With my career in financial services, I seek to continue teaching others and learning, myself. Please do not hesitate to connect with me!

Current workplace

Joel Koelpin's current company

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Edelman Financial Engines
Edelman Financial Engines
Financial Planner
Texas, United States
Website
edelmanfinancialengines.com
Employees
1492
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7 roles

Joel Koelpin work experience

A career timeline built from the work history available for this profile.

Retirement Service Support Team Leader

Fisher Investments

Plano, Texas, United States

-Lead a team of 13 associates to consistently exceed goal targets-Drove engagement through genuine empathy, compassion, and kindness-Instilled and fostered a passion for the firm’s Noble Purpose in an inclusive, fun, and welcoming environment-Trained, coached, and mentored associates to deliver unparalleled service and pursue career growth through stretch assignments and projects-Optimized business processes through data analysis and ensured effective change management after rollout-Collaborated with key stakeholders to build out new associate role and successfully hire and onboard the team to streamline responsibilities within the organization

Jan 2023 - May 2024

Participant Engagement Specialist

Fisher Investments

Tampa, Florida, United States

-Held engaging enrollment and account review conversations with plan participants, covering relevant topics not limited to investment strategy, income needs, and Social Security-Supported relationship managers in coordinating campaigns to effectively connect with plan participants-Travelled onsite to meet plan participants at their place of business, holding 1v1 conversations and educating on key retirement topics-Supported role manager by monitoring and streamlining assignment workflow, updating training materials, and leading training sessions

Apr 2022 - Jan 2023

Participant Service Associate

Fisher Investments

Tampa, Florida, United States

-Provided exceptional service by answering participant retirement questions and supporting their operational needs in a high volume environment-Won H1 2022 Fostering Collaboration award for excellence in mentoring and training associates-Received multiple C.O.R.E. award nominations in recognition of traveling to the Plano, TX location to help coach and mentor a new associate support team -Developed and executed the use of new training resources for associates-Acted as Squad Leader, supporting the role manager in facilitating team meetings and acting as a change champion and subject matter expert within the team

Aug 2021 - Apr 2022
Team & coworkers

Colleagues at Edelman Financial Engines

Other employees you can reach at edelmanfinancialengines.com. View company contacts for 1492 employees →

SR Sherry Rupprecht Sherry Rupprecht Colleague at Edelman Financial EnginesColumbia, South Carolina Metropolitan Area, United States View → NS Narendra Singh Narendra Singh Colleague at Edelman Financial EnginesDelhi, India View → DF Dave Fennell, Crpc® Dave Fennell, Crpc® Colleague at Edelman Financial EnginesVancouver, Washington, United States View → MT Michael Taylor Michael Taylor Colleague at Edelman Financial EnginesWashington Dc-Baltimore Area, United States View → DK Doug Keegan, Cfp® Doug Keegan, Cfp® Colleague at Edelman Financial EnginesFairfax County, Virginia, United States View → JC Jim Collicott, Crpc®, Cfs® Jim Collicott, Crpc®, Cfs® Colleague at Edelman Financial EnginesPewaukee, Wisconsin, United States View → TM Tammie Murphy Tammie Murphy Colleague at Edelman Financial EnginesParamus, New Jersey, United States View → BH Bradley Hartzel Bradley Hartzel Colleague at Edelman Financial EnginesEllicott City, Maryland, United States View → SB Stacy Bogard Stacy Bogard Colleague at Edelman Financial EnginesAkron, Ohio, United States View → GC George Cleary George Cleary Colleague at Edelman Financial EnginesAliso Viejo, California, United States View →
1 education record

Joel Koelpin education

FAQ

Frequently asked questions about Joel Koelpin

Quick answers generated from the profile data available on this page.

What company does Joel Koelpin work for?

Joel Koelpin works for Edelman Financial Engines.

What is Joel Koelpin's role at Edelman Financial Engines?

Joel Koelpin is listed as Financial Planner at Edelman Financial Engines.

What is Joel Koelpin's email address?

AeroLeads has found 2 work email signals at @fisherinvestments.com for Joel Koelpin at Edelman Financial Engines.

Where is Joel Koelpin based?

Joel Koelpin is based in Plano, Texas, United States while working with Edelman Financial Engines.

What companies has Joel Koelpin worked for?

Joel Koelpin has worked for Edelman Financial Engines, Fisher Investments, and Citizens Bank Minnesota.

Who are Joel Koelpin's colleagues at Edelman Financial Engines?

Joel Koelpin's colleagues at Edelman Financial Engines include Sherry Rupprecht, Narendra Singh, Dave Fennell, Crpc®, Michael Taylor, and Doug Keegan, Cfp®.

How can I contact Joel Koelpin?

You can use AeroLeads to view verified contact signals for Joel Koelpin at Edelman Financial Engines, including work email, phone, and LinkedIn data when available.

What schools did Joel Koelpin attend?

Joel Koelpin holds Bachelor Of Science - Bs, Business Management, Summa Cum Laude from College Of Business- Minnesota State University, Mankato.

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