Austin Lee Norris

Advisor at Edward Jones — Oskaloosa, IA A Avenue W

Updated today

Credentials

Series 63, Series 66

Experience

21 years

Location

Oskaloosa, IA 52577-0000

Edward Jones logo

Edward Jones

Institution

Total advisors

24,223

Across 14,151 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Austin Norris is a financial advisor with Edward Jones in Oskaloosa, IA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, Norris has ownership interests in real estate and construction businesses, including a real-estate office building, farmland, and involvement in a construction project. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of advisory programs, including 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

Charitable giving & philanthropy Retirement income strategy Business ownership considerations Business succession planning General estate planning guidance

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

Oskaloosa, IA A Avenue W

716 A Avenue W

Oskaloosa IA 52577-0000

Advisors at this office

1

Most active in

Iowa · Texas

Work history

21 years of industry experience

Edward Jones

2005 - Present • 21 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

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John S

Series 65

Pella, IA

Bellingham Capital

John Sloan III is a financial advisor at Bellingham Capital with two years of industry experience. He holds a Series 65 designation and has prior work experience in wellness and therapy centers. Bellingham Capital offers discretionary portfolio management and financial planning to a range of clients including individuals, high-net-worth clients, trusts, foundations, charities, corporations, and retirement plans. The firm uses a long-term, strategic asset allocation approach with proprietary model portfolios and emphasizes fundamental analysis supplemented by technical indicators for trade timing.

Retirement income strategy Debt management Business exit / sale strategy Equity Recipients (RS/RSU, SOP, ESPP) Cash flow / budgeting
user avatar

Devin R

CFP®, Series 63, Series 65

Pella, IA

INTELLICENTS INVESTMENT SOLUTIONS INC

Devin Reimer is a CFP®-designated financial advisor with over 21 years of industry experience. He is currently affiliated with Intellicents Investment Solutions Inc., where he has worked since 2018. His prior experience includes roles at Mutual Securities, Inc. and Securities America Advisors. Reimer serves as secretary on the board of directors for Forward with Faith, a nonprofit organization. Intellicents Investment Solutions Inc. provides retirement plan consulting, wealth management, and related services to a range of clients including retirement plan sponsors, charitable institutions, and municipalities. The firm emphasizes long-term, buy-and-hold investment strategies and integrates advisory and benefits services across multiple offices and affiliated companies.

Founder/Business Owner Retired
user avatar

Connie M

Series 65

Pella, IA

INTELLICENTS INVESTMENT SOLUTIONS INC

Connie Mc Cleary Geiger is a Series 65-licensed financial advisor at Intellicents Investment Solutions Inc. with one year of industry experience. Her prior roles include positions at Pentegra, Economic Group Pension Service, and Bankers Trust. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, individual clients, charitable institutions, foundations, and municipalities. The firm offers retirement plan consulting, individual wealth management, and a wrap fee program, with an investment approach focused on long-term, buy-and-hold strategies supervised by a CFA Chief Investment Officer.

Founder/Business Owner Retired
user avatar

Jacob O

Series 66

Pella, IA

INTELLICENTS INVESTMENT SOLUTIONS INC

Jacob Olson is a financial advisor at Intellicents Investment Solutions Inc. with two years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial LLC and Palmer Group. Outside of his advisory role, Olson conducts market research surveys through Helical Research on a limited basis. Intellicents Investment Solutions Inc. serves retirement plan sponsors, individual clients, and various institutions, offering services such as ERISA plan consulting, wealth management, and a wrap fee program. Investment oversight is managed by a CFA Chief Investment Officer who employs long-term, buy-and-hold strategies with periodic rebalancing and diversified use of mutual funds, ETFs, and collective investment trusts.

Founder/Business Owner Retired
user avatar

Lindsay S

CFP®, Series 66

Pella, IA

INTELLICENTS INVESTMENT SOLUTIONS INC

Lindsay Stout is a CFP® with eight years of industry experience, currently serving as a financial consultant at Intellicents Investment Solutions Inc. She has worked at multiple firms including Securities America, Inc., Movement Mortgage, and Community 1st Credit Union. Outside of her advisory role, she co-owns and operates a clothing boutique called The Funky Zebras in Pella, IA. Intellicents Investment Solutions Inc. serves retirement plan sponsors, individual clients, and various institutions with services such as ERISA retirement plan consulting and individual wealth management. The firm employs a long-term, buy-and-hold investment approach overseen by a CFA-designated Chief Investment Officer and manages approximately $9.92 billion in assets across a multi-office platform.

Founder/Business Owner Retired
user avatar

Megan H

Series 65

Pella, IA

INTELLICENTS INVESTMENT SOLUTIONS INC

Megan Holland is a financial advisor at Intellicents Investment Solutions Inc. with four years of industry experience. She holds a Series 65 designation and previously worked at Pigott for eleven years. Outside of her advisory role, she is the owner of B&M Holland, LLC, an unused business venture, and is a licensed insurance agent offering life, health, and disability insurance in Iowa. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, and individual clients, offering services such as retirement plan consulting, HSA consulting, wealth management, and a wrap fee program. The firm’s investment approach emphasizes long-term, buy-and-hold strategies with quarterly monitoring led by a CFA Chief Investment Officer.

Founder/Business Owner Retired
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