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.
Credentials
Series 66
Experience Industry experience
6 years
Location
Williamsburg, IA 52361
Edward Jones
Institution
Christopher Perez is a financial advisor at Edward Jones in Williamsburg, Iowa, holding a Series 66 designation with five years of industry experience. Prior to Edward Jones, he worked at U.S. Bank, University of Iowa Community Credit Union, and Farmers Trust and Savings Bank. Outside of his advisory role, he partners in a property management business where he assists with tenant issues and property management as needed. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.
Based on Edward Jones
$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.
Williamsburg, IA
501 Court Street
Williamsburg IA 52361
Advisors at this office
1
Iowa · Texas
6 years of industry experience
Edward Jones
2020 - Present • 6 years
St Louis, MO
U.S. Bank
2018 - 2020 • 2 years
Williamsburg, IA
University of Iowa Community Credit Union
2017 - 2018 • 1 year
North Liberty, IA
Farmers Trust and Savings Bank
2014 - 2017 • 3 years
Williamsburg, IA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63
Amana, IA
Cambridge Investment Research Advisors
Lisa Mcgrath is a CFP® professional with 18 years of industry experience. She is currently with Cambridge Investment Research Advisors, where she has been since 2020. Prior to that, she worked at VOYA Financial Advisors from 2014 to 2020. Mcgrath serves as a board member of the Amana Colonies Historical Sites Foundation and is involved in independent insurance and tax preparation services through Longview Financial Services, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services delivered through a network of independent professionals using multiple custody and platform options, with both discretionary and non-discretionary strategies.
Series 63, Series 66
Williamsburg, IA
Thrivent Investment Management
Willis Wulf is a financial advisor at Thrivent Investment Management with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Thrivent since 2002. Outside of his advisory role, he is also an agent for Blue Cross Blue Shield of Iowa. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial planning without discretionary trading authority. The firm’s planning services cover a wide range of topics and can be combined with managed-account programs under a consolidated billing option called “WealthPlan.”
Series 66
Williamsburg, IA
Thrivent Investment Management
Justin Gingerich is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and having three years of industry experience. Prior to his current role, he worked in various positions including freelance grant writing and roles with nonprofit organizations, and he is involved in community activities such as serving on the board of directors for United We March Forward, Inc., and as a grant committee member for the Iowa County Community Foundation. He is also active as a musician and assists periodically on his family farm. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without portfolio management or discretionary trading authority, delivered through a large network of financial advisors.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)