Carolyn Heerwald
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
Cordell, OK 73632-0000
Credentials
Series 66
Industry experience
3 years
About
Carolyn Heerwald is a Series 66 licensed financial advisor with Edward Jones, based in Cordell, Oklahoma, and has three years of industry experience. She has worked with Edward Jones since 2016 and previously held positions at White Arrow and Express Employment Professionals. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, supported by a nationwide network of over 23,700 financial advisors and managing approximately $1.01 trillion in assets.
Client services
Based on Edward Jones
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement plans for business owners (SEP, solo 401k)
Divorce financial planning
General estate planning guidance
General retirement planning
Wealth management
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
217 E Main
Cordell, OK 73632-0000
Most active in
Carolyn H has reported serving >5 clients in these states in the last 12 months.
Oklahoma · Texas
Work history
Edward Jones
2022 - Present (4 years)
Edward Jones
2016 - 2022 (6 years)
White Arrow
2016 - 2022 (6 years)
Express Employment Professionals
2012 - 2016 (4 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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
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.
Harry K
Series 63, Series 66
Cordell, OK
Edward Jones
Harry Kliewer is a financial advisor with Edward Jones in Cordell, Oklahoma, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been involved with Oklahoma - West Mineral Properties, Inc. since 1982. Kliewer serves as the mayor-elect of the City of New Cordell, overseeing budgets and municipal operations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with a network of approximately 23,701 financial advisors and $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.
Sarah B
Series 66
Cordell, OK
Edward Jones
Sarah Boyd is a financial advisor at Edward Jones with a Series 66 designation and four years of experience. Prior to joining Edward Jones in 2022, she spent eleven years at Statewide Fire and Consulting LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds under a fiduciary standard.
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