Anthony Elbert
Advisor at Edward Jones
Updated today
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.
Location
Emmetsburg, IA 50536
Credentials
Series 63, Series 66
Industry experience
24 years
About
Anthony Elbert is a financial advisor with Edward Jones in Emmetsburg, IA, holding Series 63 and Series 66 credentials and having 24 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he owns and operates a farming business and an applicator service in Emmetsburg. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.
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
Fee options
$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.
Location
3131 Main Street
Emmetsburg, IA 50536
Most active in
Anthony E has reported serving >5 clients in these states in the last 12 months.
Iowa · Texas
Work history
Edward Jones
2002 - Present (24 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Nicole C
Series 66
Emmetsburg, IA
Transamerica Financial Advisors
Nicole Clark is a financial advisor at Transamerica Financial Advisors with 15 years of industry experience. She holds a Series 66 designation and has previously worked at U.S. Bank and Truist Investment Services. In addition to her advisory role, she may perform home office functions for other business units within Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm delivers services through a large advisor network and multiple program platforms, utilizing model portfolios and third-party managers to implement its advisory model.
Tyler J
Series 66
Emmetsburg, IA
Ameriprise
Tyler Jones is a financial advisor with Ameriprise in Manson, Iowa, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked in grounds maintenance at the Manson Golf and Country Club. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling techniques to deliver tailored, non-discretionary recommendations through a centralized consulting team.
Steven J
Series 66
Emmetsburg, IA
Ameriprise
Steven Jones is a financial advisor at Ameriprise with 17 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2018, following prior roles at First Community Agency Services, LLC and Broker Dealer Financial Services Corp. Outside of his advisory work, he owns and operates Jones Tax Services, LLC, a tax preparation business, and serves on the Board of Directors for Twin Lakes Sanitary Sewer District. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its clients, with a notable emphasis on assets held in Ameriprise Managed Accounts.
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