Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 66
Experience Industry experience
11 years
Location
Portland, IN 47371
Edward Jones
Institution
Andrew Houck is a CFP® and Series 66-credentialed financial advisor with Edward Jones in Portland, Indiana, where he has worked for 11 years. He has spent his entire industry career with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.
Based on Edward Jones
Based on Edward Jones
$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)
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.
Portland, IN 905 N Meridian St
905 N Meridian St
Portland IN 47371
Advisors at this office
1
Indiana · Texas
11 years of industry experience
Edward Jones
2015 - Present • 11 years
St Louis, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Geneva, IN
Raymond James Financial
Roger Flueckiger Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 designations and has 32 years of industry experience. Prior to joining Raymond James in 2020, he worked at Thurston Springer. He serves on the finance and investment committee of the Boys and Girls Club of Adams County. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and analytical tools to support diverse client goals and maintains a notable affiliation with a municipal advisor to support public finance work.
Series 63, Series 66
Indianapolis I, IN
UBS Financial Services
Jason Kimmell is a financial advisor with UBS Financial Services in Indianapolis, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with UBS since 2004. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research, capital markets services, and affiliated banking programs.
Series 66
Geneva, IN
Raymond James Financial
Tina Marbach is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and several years of experience in banking and financial services. Her background includes roles at FM Investment Services, F&M Bank, Wells Fargo, and other financial institutions. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses tailored, non-discretionary planning and employs analytical tools to align strategies with client goals while supporting a wide advisor network and specialized municipal advisory services.
Series 63, Series 65
Portland, IN
Raymond James & Associates
Timothy Klingensmith is a financial advisor with Raymond James & Associates in Portland, IN, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Raymond James & Associates since 2008 and serves as an international coordinator for the Aspect Foundation, a role he has held since 2010. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management strategies.
Series 66
Ft Recovery, OH
Cetera
Marlene Gagel is a financial advisor at Cetera with 26 years of industry experience. She holds a Series 66 designation and has previously worked at Avantax Advisory Services and 1st Global Advisors. In addition to her advisory role, she is a member of Muhlenkamp & Gagel Wealth Advisors LLC, which provides financial services. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.
Series 66
Portland, IN
OSAIC
Tamra Kaufman is a financial advisor with Osaic Wealth, Inc. in Portland, Indiana, holding a Series 66 designation and seven years of industry experience. Her prior work includes positions at Woodbury Financial Services, Raymond James & Associates, and First Merchants Bank. She serves as a notary public and is also licensed to sell life, long-term care, and annuity products. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to construct diversified portfolios tailored to client needs.
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