Casey John Berndt

Advisor at Edward Jones — Winner, SD

Updated today

Credentials

Series 66

Experience

19 years

Location

Winner, SD 57580

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,149 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Casey Berndt is a financial advisor with Edward Jones in Winner, South Dakota, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies under a fiduciary standard. The firm is notable for its extensive nationwide network of financial advisors and branch offices, as well as its affiliated mutual funds and securities-based lending options.

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) General estate planning guidance Wealth management Retirement withdrawal strategies

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

Winner, SD

126 E 3rd St

Winner SD 57580

Advisors at this office

1

Most active in

South Dakota · Texas

Work history

19 years of industry experience

Edward Jones

2007 - Present • 19 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

Joel L

Series 63, Series 66

Winner, SD

Ameriprise

Joel Leyden is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Leyden manages several agricultural and property management businesses and is involved in introducing dairy farm owners to biogas opportunities. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored income recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar

Kevin M

Series 66

Winner, SD

Thrivent Investment Management

Kevin Meiners is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Outside of his advisory role, Meiners raises cattle and sells calves annually, and serves as a high school football referee. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm emphasizes holistic, goal-based planning across various financial topics, providing written recommendations without discretionary trading authority.

Business ownership considerations
user avatar

Justin Z

Series 66

Winner, SD

Ameriprise

Justin Zeigler is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and previously worked at First Fidelity Bank for six years. He serves on the Board of Directors for Immaculate Conception Catholic Church in Winner, South Dakota. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

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