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Alexander James Arkema

Advisor at Edward Jones — Rock Valley, IA

Updated today

Credentials

Series 66

Experience

10 years

Location

Rock Valley, IA 51247-0000

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,152 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Alexander Arkema is a financial advisor with Edward Jones in Rock Valley, Iowa, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is a silent partner in Catalina Farms LLP, a farming partnership in Boyden, Iowa. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial products. The firm is notable for its large network of advisors and branches as well as its integrated trust, mutual fund, and securities-based lending services.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Rock Valley, IA

1319 10th Street

Rock Valley IA 51247-0000

Advisors at this office

2

Most active in

Iowa

Work history

10 years of industry experience

Edward Jones

2016 - Present • 10 years

St Louis, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Ben G

CFP®, Series 65

Sioux Center, IA

Water Valley Investment Advisors, Inc.

Ben Gesink is a Certified Financial Planner™ (CFP®) with four years of industry experience. He is currently an advisor at Water Valley Investment Advisors, Inc., where he has worked since 2025. Prior to that, he was employed at Edelman Financial Engines LLC and Iowa State Bank, and spent time at Dordt University and Western Christian High School. Water Valley Investment Advisors serves individual and high-net-worth clients, charitable organizations, and retirement plans by providing portfolio management and fiduciary services. The firm emphasizes fundamental analysis and long-term trading, offering both discretionary and non-discretionary management tailored to client objectives and risk tolerance.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Passive / index investing
user avatar

Kevin G

CFA®

Sioux Center, IA

Water Valley Investment Advisors, Inc.

Kevin Gesink is a CFA® charterholder with 25 years of experience in the financial industry. He is affiliated with Water Valley Investment Advisors, Inc. in Sioux Center, IA, where he has worked since 2000. Water Valley Investment Advisors provides portfolio management services to individuals, high-net-worth clients, charitable organizations, and retirement plans, offering both discretionary and non-discretionary management. The firm’s investment approach focuses on fundamental analysis and long-term trading, with a structured process that includes quarterly account reviews and customized Investment Policy Statements.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Passive / index investing
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Andrew B

Series 66

Sioux Center, IA

Money Concepts Capital Corp

Andrew Borger is a financial advisor with Money Concepts Capital Corp, holding a Series 66 designation and one year of industry experience. He previously worked at The Planning Firm, American State Bank, and Diamond Vogel. Outside of his advisory role, Borger serves on the advisory council for the Family Crisis Center, is a board member of Ridge Golf Club, and acts as treasurer and deacon at Bethel Christian Reformed Church. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing around $3.33 billion for nearly 14,700 clients. The firm offers portfolio management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and corporations, utilizing a combination of model portfolios, adviser-designed portfolios, and third-party sub-advisers.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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Nicolaas D

Series 63, Series 65, Series 66

Sioux Center, IA

Kestra Advisory

Nicolaas Doelman is a financial advisor at Kestra Advisory with 21 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at LPL Financial for 10 years before joining Kestra in 2019. Outside of advisory roles, he manages a farming sharecropping arrangement on a residential property he owns. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services including fiduciary consulting, plan-level investment advice, and employee education. The firm serves large institutional investors and offers multiple management platforms and third-party solutions within a supervisory framework.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Thomas D

Series 66

Sioux Center, IA

Money Concepts Capital Corp

Thomas De Jong is a Series 66-credentialed financial advisor with Money Concepts Capital Corp, based in Sioux Center, IA, and has 17 years of industry experience. He has been with Money Concepts Capital Corp since 2009 and also owns The Planning Firm, LLC, where he serves as business manager. Outside of his advisory work, he chairs the Stewardship/Foundation Committee at Bethel Christian Reformed Church and is involved in teaching and consulting activities. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. As an enterprise firm with approximately 431 advisors, MCAS employs a range of managed programs and uses fundamental and technical analysis alongside modern portfolio theory to manage client assets.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
user avatar

Hannah J

Series 66

Rock Valley, IA

CWM, LLC

Hannah Johnson is a financial advisor with CWM, LLC, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Carson Wealth, RBC Capital Markets, and LifePlan Financial, as well as experience in banking and wealth management. CWM, LLC is an SEC-registered adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm manages discretionary portfolios using model strategies supported by an in-house Investment Committee and offers a variety of financial planning and retirement services.

Wealth management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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