Breanna Chapman

Advisor at Edward Jones

Updated today

Location

Hutchinson, MN 55350

Credentials

Series 66

Industry experience

1 year

About

Breanna Chapman is a financial advisor at Edward Jones in Hutchinson, MN, holding a Series 66 credential with one year of industry experience. Prior to joining Edward Jones, she worked at Anderson Chemical Company for seven years and Crest Healthcare Supply for one year. Outside of her advisory role, she owns and manages a horse boarding facility and provides respite foster care through Meeker County Social Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of needs. The firm offers discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Charitable giving & philanthropy Multi-generational wealth transfer General estate planning guidance

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

Demographic focus

Women Professionals

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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

903 Highway 15 S Suite 200

Hutchinson, MN 55350

Most active in

Minnesota · Missouri · Texas

Work history

Edward Jones

2025 - Present (1 year)

Edward Jones

2024 - 2025 (1 year)

Anderson Chemical Company

2017 - 2024 (7 years)

Crest Healthcare Supply

2015 - 2016 (1 year)

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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Kelly W

Series 66

Glencoe, MN

ValMark Advisers, Inc.

Kelly Weidendorf is a financial advisor at ValMark Advisers, Inc. with one year of industry experience. He holds a Series 66 designation and has prior experience at SLS, Inc. and Liquibox. In addition to his advisory role, he is involved in financial services operations and client services at SLS, Inc. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based portfolios primarily using mutual funds, ETFs, and third-party managers, and maintains several unique governance and advisory arrangements within the insurance and ETF sectors.

Annuities College savings (529s, UTMA, etc.) Business succession planning Wealth management Retirement income strategy Founder/Business Owner Retired
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Marcus M

CFP®, Series 63

Hutchinson, MN

Ameriprise

Marcus Max is a CFP®-designated financial advisor with Ameriprise, based in Hutchinson, MN, and has 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in commercial real estate ownership. Ameriprise provides retirement-income planning services for high-net-worth individuals, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Annie D

Series 66

Hutchinson, MN

Edward Jones

Annie De Meyer is a financial advisor at Edward Jones in Hutchinson, MN, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, she worked at H Fit 360 as a group fitness instructor and has also been involved with Hutchinson Public Schools as a girls' high school soccer coach. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 advisors and more than $1 trillion in assets under management.

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

Series 63, Series 65, Series 66

Glencoe, MN

Thrivent Investment Management

Cory Werlinger is a financial advisor with Thrivent Investment Management, holding Series 63, 65, and 66 credentials and 17 years of industry experience. He has worked at Thrivent since 2019 and has prior experience with Waddell & Reed and Ameriprise Financial Services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning that covers a wide range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Business ownership considerations
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Nicholas P

Series 66

Hutchinson, MN

Edward Jones

Nicholas Pederson is a Series 66-credentialed financial advisor with Edward Jones, based in Hutchinson, MN, and has 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

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

Joseph N

Series 66

Glencoe, MN

Edward Jones

Joseph Neumann is a financial advisor at Edward Jones with six years of industry experience. He has worked at Edward Jones since 2019 and previously spent five years at NetApp Corp. He holds the Series 66 designation. 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Retirement income strategy General retirement planning Retired Founder/Business Owner Executive Newlywed/Engaged
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