Angie Hagen

Advisor at Edward Jones

Updated today

Location

Glendive, MT 59330

Credentials

Series 66

Industry experience

20 years

About

Angie Hagen is a Series 66 licensed financial advisor with Edward Jones in Glendive, MT, bringing 20 years of industry experience, including over 18 years with Edward Jones. Outside of her advisory role, she is involved in several community and entrepreneurial activities, including serving as president of a retail business, Love Like Justice, and as a director of the Justice Foundation. She also has experience managing agricultural operations alongside her husband. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Charitable giving & philanthropy Business ownership considerations Retirement income strategy General retirement planning Wealth management

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

200 South Merrill Avenue

Glendive, MT 59330

Most active in

Montana · Texas

Work history

Edward Jones

2008 - Present (18 years)

Disclosures

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

Business activities & affiliations

Cody S

CFP®, ChFC®, Series 66

Glendive, MT

Edward Jones

Cody Sevier is a financial advisor at Edward Jones in Glendive, MT, holding the CFP®, ChFC®, and Series 66 designations with nine years of industry experience. His prior work includes roles at Edward Jones and the University of Montana. Outside of advising, he is the owner of Sevier Enterprises LLC, a limited liability company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and managed solutions. The firm operates under a fiduciary standard and supports over 23,700 financial advisors nationwide.

Charitable giving & philanthropy Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner
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Donna E

Series 66

Glendive, MT

Edward Jones

Donna Emmett is a Series 66 licensed financial advisor with Edward Jones, based in Glendive, MT. She has been with Edward Jones since 1999, accumulating over 26 years of industry experience. 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 strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Kayla R

Series 66

Glendive, MT

Edward Jones

Kayla Rivas is a Series 66-licensed financial advisor with Edward Jones in Glendive, MT, having three years of industry experience. Prior to joining Edward Jones, she worked at Dawson County High School and HKT Big Sky Motors. Outside of her advisory role, she coaches 6th and 7th grade girls basketball for Glendive Public Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

College savings (529s, UTMA, etc.) Retired Founder/Business Owner Executive
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Melonie B

Series 63, Series 66

Glendive, MT

Cetera

Melonie Beeler is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. Her career includes roles at Voya Financial Advisors and multiple Culver-affiliated entities. She serves as president of the Glendive Lions, a nonprofit organization involved in community service and fundraising. Cetera Investment Advisers supports a diverse client base, including individuals, high-net-worth clients, institutions, and retirement plans, offering portfolio management, financial planning, and fiduciary solutions through a large network of independent advisors. The firm combines advisor-managed accounts, model portfolios, and third-party solutions, with unique retirement and fiduciary services integrated into its broader institutional platform.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Dillon B

Series 63, Series 65

Glendive, MT

Cetera

Dillon Beeler is a financial professional at Cetera with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Cetera entities since 2021. Beeler is also a governing board member of Action for Eastern Montana, a nonprofit organization. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, combining retirement capabilities with a broad institutional network.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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