Alexander Richard Girres

Advisor at Edward Jones — Storm Lake, IA Lake Ave N

Updated today

Credentials

CFP®, ChFC®, Series 66

Experience

15 years

Location

Storm Lake, IA 50588-1854

Edward Jones logo

Edward Jones

Institution

Total advisors

24,095

Across 14,159 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Alexander Girres is a financial advisor at Edward Jones with 15 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2010. Outside of his advisory role, he is an investor in a restaurant business based in Nashville, TN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard with a large nationwide network of financial advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General retirement planning

Occupation focus

Founder/Business Owner

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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

Storm Lake, IA Lake Ave N

716 Lake Ave N

Storm Lake IA 50588-1854

Advisors at this office

2

Most active in

Iowa · Texas

Work history

15 years of industry experience

Edward Jones

2010 - Present • 16 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

James M

CFP®, Series 66

Storm Lake, IA

Momentum Independent Network Inc.

James McNaughton is a CFP® professional with 21 years of industry experience, currently serving at Momentum Independent Network Inc. since 2009. He holds the Series 66 designation and operates out of Storm Lake, IA. Outside of his advisory role, McNaughton is involved in insurance and fixed annuity sales through separate business activities. Momentum Independent Network serves a diverse client base, including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients. The firm provides investment advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage services, utilizing third-party managers and integrated platforms for investment management and account administration.

Tax-loss harvesting Wealth management Retirement income strategy Private / alternative investments Founder/Business Owner Retired Executive
user avatar

Aaron M

Series 66

Storm Lake, IA

Momentum Independent Network Inc.

Aaron Mcnaughton is a financial advisor at Momentum Independent Network Inc. with one year of industry experience. He holds the Series 66 designation and previously worked for Prince Manufacturing for 28 years. Momentum Independent Network Inc. serves individual, corporate, and institutional clients with investment advisory, portfolio management, financial planning, and brokerage services. The firm offers a range of managed account programs and combines multiple investment approaches, including asset allocation, quantitative, fundamental, and technical analysis, while integrating broker-dealer operations with banking and municipal advisory capabilities.

Tax-loss harvesting Wealth management Retirement income strategy Private / alternative investments Founder/Business Owner Retired Executive
user avatar

Ted R

Series 63, Series 65

Newell, IA

Principal Financial Services

Ted Ramaekers is a financial advisor with Principal Financial Services and holds Series 63 and Series 65 licenses. He has three years of industry experience, including roles at Principal Securities Inc and Principal Life Insurance Company since 2022, and prior experience at American Home Shield. Outside of his advisory work, he is a part-owner of KTM ROCKS LLC, a band-related LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Retired Founder/Business Owner
user avatar

Steven C

CFP®, Series 63, Series 65

Newell, IA

Principal Financial Services

Steven Culp is a financial advisor with Principal Financial Services, holding CFP®, Series 63, and Series 65 designations and bringing 41 years of industry experience. He has worked at Principal Securities Inc. since 2016 and has been involved with Olsen-Culp, Inc. and Principal Life Insurance Company since 2014. Outside of his advisory work, he serves as a board member of Bethel Baptist Church. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions, utilizing various adviser and promoter arrangements.

Retired Founder/Business Owner
user avatar

Cole C

Series 66

Newell, IA

Principal Financial Services

Cole Collison is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has two years of industry experience, including previous roles at F&G and Principal Life Insurance Company. His background includes work with Iowa State University and Kuemper Catholic High School. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

Retired Founder/Business Owner
user avatar

Matt R

CFP®, ChFC®, Series 63

Newell, IA

Principal Financial Services

Matt Ramaekers is a financial advisor with Principal Financial Services, holding CFP® and ChFC® designations and over 37 years of industry experience. He has been associated with Principal Life Insurance since 1998 and Princor Financial Services Corporation since 1989. Outside of his advisory work, he is the owner of MaGIC Ag Ventures, LLC and is involved in group benefit and individual medical insurance sales. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Retired Founder/Business Owner
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