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Credentials
Series 65
Experience Industry experience
6 years
Location
Slayton, MN
Avalon Financial LLC
Independent
Total advisors
1Clients per advisor
28 HighAvg AUM per client
$153,571 LowHNW client ratio
0% LowChad Conway is a financial advisor at Avalon Financial LLC in Slayton, MN, holding a Series 65 designation with six years of industry experience. Prior to founding Avalon Financial, he operated Conway Financial Consulting, LLC from 2016 to 2018 and was employed by the YMCA from 2018 to 2023. Avalon Financial provides discretionary investment management and complimentary financial planning to private individuals, focusing on long-term, buy-and-hold strategies with an emphasis on U.S. stocks and fundamental analysis. The firm offers personalized portfolio management within client risk profiles, quarterly reporting, and a quarterly client newsletter summarizing economic and market updates.
Based on Avalon Financial LLC
Based on Avalon Financial LLC
0.50% annually (charged quarterly at 0.125% per quarter)
Slayton, MN
Slayton MN
Advisors at this office
1
Minnesota · South Dakota
6 years of industry experience
Avalon Financial, LLC
2020 - Present • 6 years
Slayton, MN
YMCA
2018 - 2023 • 5 years
Marshall, MN
Conway Financial Consulting, LLC
2016 - 2018 • 2 years
Marshall, MN
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Is not 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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Slayton, MN
Edward Jones
Loretta Gervais is a financial advisor at Edward Jones with a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 2012. In addition to her advisory role, she serves as a board member and secretary for the Slayton Chamber of Commerce in Slayton, MN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a wide range of household types and corporate entities. The firm manages approximately $1.01 trillion in assets, offers both discretionary and non-discretionary investment strategies, and maintains a nationwide network of financial advisors and branch offices.
Series 66
Slayton, MN
Edward Jones
Mary Arnold is a Series 66 licensed financial advisor with Edward Jones in Slayton, MN, having four years of industry experience. She has previously worked at Metabank and Tracy Area Public Schools. Outside of her advisory role, Mary volunteers as secretary/treasurer for the Lake Shetek First Responders and serves as a fundraiser coordinator for the St. Mary's School Scrip Program, as well as a board member of the Tracy Area Education Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, SMAs, and affiliated mutual funds, operating under a fiduciary standard.
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