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Anthony A Everman

Advisor at Edward Jones — Marshalltown, IA S 6th St

Updated today

Credentials

Series 66

Experience

< 1 year

Location

Marshalltown, IA 50158

Edward Jones logo

Edward Jones

Institution

Total advisors

24,223

Across 14,149 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Anthony Everman is a financial advisor with Edward Jones in Marshalltown, IA. He holds a Series 66 designation and has professional experience at Edward Jones since 2025, following previous roles at Whipstick, Iowa Valley Community College District, Oakland Athletics, and Benedictine College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Marshalltown, IA S 6th St

3201 S 6th St

Marshalltown IA 50158

Advisors at this office

2

Most active in

Iowa · Texas

Work history

< 1 year of industry experience

Edward Jones

2025 - Present • 1 year

St Louis, MO

Whipstick

2023 - 2025 • 2 years

St. George, UT

Iowa Valley Community College District

2018 - 2025 • 7 years

Marshalltown, IA

Oakland Athletics

2018 - 2024 • 6 years

Oakland, CA

Benedictine College

2015 - 2018 • 3 years

Atchison, KS

Disclosures

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

Business activities & affiliations

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Bryce W

Series 66

Marshalltown, IA

Stratos Wealth Partners, Ltd

Bryce Williams is a financial advisor at Stratos Wealth Partners, Ltd with six years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo and Shazam. Williams currently operates in Marshalltown, Iowa. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of advisory services through an open-architecture model that integrates multiple third-party platforms and managers.

Options & derivatives strategies Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Self-Employed HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement
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William W

Series 63, Series 66

Marshalltown, IA

Edward Jones

William Wirin is a financial advisor at Edward Jones with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the country.

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

Elisabeth B

Series 66

Marshalltown, IA

Edward Jones

Elisabeth Bieber is a financial advisor with Edward Jones in Marshalltown, IA, holding a Series 66 designation and five years of industry experience. Prior to her current role at Edward Jones, she worked in academic settings at Wartburg College, the University of Northern Iowa, and the University of Iowa. Outside of finance, she operated Equilibrio Voice Studio, providing classical voice instruction to middle and high school students for over a decade. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including varied household segments and corporate entities. The firm offers a range of advisory strategies and affiliated investment products, with a large national presence of advisors and branches.

Divorce financial planning Retirement income strategy Business ownership considerations Business succession planning Multi-generational wealth transfer Founder/Business Owner

Nathan B

Series 66

Marshalltown, IA

Edward Jones

Nathan Blayer is a Series 66 licensed financial advisor with Edward Jones in Marshalltown, IA, where he has worked since 2016. He has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a variety of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning Retirement withdrawal strategies Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive
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Rodney D

CFP®, Series 63, Series 65

State Center, IA

Cambridge Investment Research Advisors

Rodney Decker is a CFP® with 29 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior experience includes roles at Northwestern Mutual Wealth Management and Farm Bureau Financial Services. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, offering both proprietary and third-party investment strategies with discretionary and non-discretionary options.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
user avatar

Thomas M

Series 63, Series 65

Marshalltown, IA

Mass Mutual Investors Services

Thomas McCoy is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with MML Investor Services, LLC and MassMutual Life Insurance Co since 2016. McCoy serves as a trustee for the MDRT Foundation. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes ongoing, collaborative financial planning engagements using firm-approved analytical tools and offers specialized services such as estate-settlement and employer-sponsored planning programs.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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