Bruce Meade

Advisor at Edward Jones — Pequot Lakes, MN

Updated today

Credentials

Series 66

Experience

21 years

Location

Pequot Lakes, MN 56472-4401

Edward Jones logo

Edward Jones

Institution

Total advisors

24,085

Across 14,176 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Bruce Meade is a financial advisor at Edward Jones with 21 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Outside of advising, he is a member of SKYE HOLDINGS LLC, a company involved in recreational and agricultural real estate investment in Pine River, MN. 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 nationwide network of more than 23,700 financial advisors.

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

Pequot Lakes, MN

4461 Main St

Pequot Lakes MN 56472-4401

Advisors at this office

2

Most active in

Minnesota · Texas

Work history

21 years of industry experience

Edward Jones

2015 - Present • 11 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

user avatar

Robert F

Series 65

Crosslake, MN

Parsonex Advisory Services, Inc.

Robert Fuhrman is a financial advisor with Parsonex Advisory Services, Inc. He holds a Series 65 designation and has eight years of industry experience. Prior to joining Parsonex in 2017, he worked at Larson-Juhl from 2015 to 2017. Outside of his advisory role, Fuhrman is involved in sales positions with several companies in the framing and grocery product industries. Parsonex Advisory Services is an SEC-registered investment adviser serving individuals, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-manager approach that includes selecting and monitoring sub-advisors and provides discretionary managed accounts with ongoing performance reviews.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business ownership considerations College savings (529s, UTMA, etc.)
user avatar

Kimberly B

Series 63, Series 65

Pequot Lakes, MN

Empower Advisory Group

Kimberly Brown is a financial advisor at Empower Advisory Group with nine years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank. Outside of advising, she has participated as a crew member for public and private charter boat lake tours with Breezy Belle Cruises Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage account holders. The firm offers integrated services linked to Empower’s recordkeeping platforms, focusing on long-term portfolio returns and annual rebalancing.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar

Diane R

Series 63

Pequot Lakes, MN

Independent Financial Group, LLC

Diane Rook Johnson is a financial advisor with Independent Financial Group, LLC, holding a Series 63 license and bringing 29 years of industry experience. She has been with Independent Financial Group since 2014 and has a long tenure with Western Fraternal Life dating back to 1983. Outside of her advisory work, she is involved in farming and beekeeping as a 50% owner and holds ownership interests in rental properties. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services, utilizing a variety of advisory programs and third-party asset managers through its national network of Investment Adviser Representatives.

Wealth management Passive / index investing Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Steven H

CFP®, ChFC®, Series 63

Pine River, MN

Cetera

Steven Hansen is a CFP® and ChFC® with 31 years of experience in financial planning and advisory services. He is currently affiliated with Cetera and its affiliated entities, having worked previously at Avantax and Marcusen Clayton, P.C. Hansen serves as a board member and officer of the Pine River Area Foundation. Cetera Investment Advisers LLC is an SEC-registered firm supporting a large nationwide network of independent advisors who provide a range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm offers access to multiple program structures and third-party money managers within a multi-manager platform.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Bailey M

Series 66, Series 63

Crosslake, MN

Thrivent Investment Management

Bailey Mcmahon is a financial advisor at Thrivent Investment Management with three years of industry experience. Mcmahon holds the Series 66 and Series 63 designations and previously worked at Northwestern Mutual Wealth Management Company. Outside of finance, Mcmahon has experience in the food service industry, including roles at Prairie Bay Grill and Catering. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning that covers a broad range of financial topics, with clients able to combine planning and managed-account services under a consolidated billing option called WealthPlan.

Business ownership considerations

Marcy W

Series 66

Nisswa, MN

Edward Jones

Marcy Weaver is a financial advisor at Edward Jones with a Series 66 designation and nine years of industry experience. She has been with Edward Jones since 2017 and previously worked at MicroNet for twelve years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets with a large nationwide network of advisors and branch offices.

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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