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
7 years
Location
Alamosa, CO 81101
Edward Jones
Institution
Codie Van Treese is a financial advisor with Edward Jones in Alamosa, Colorado, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2018, Van Treese worked at Eldon James Corp. and Hamskea Archery Solutions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, 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.
Alamosa, CO
402 Edison Ave
Alamosa CO 81101
Advisors at this office
3
Colorado · Texas
7 years of industry experience
Edward Jones
2018 - Present • 8 years
St Louis, MO
Eldon James Corp.
2017 - 2018 • 1 year
Denver, CO
Hamskea Archery Solutions
2015 - 2017 • 2 years
Johnstown, CO
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.
Series 66
Alamosa, CO
Edward Jones
Loren Wright is a financial advisor with Edward Jones in Alamosa, Colorado. He holds a Series 66 designation and has 16 years of industry experience, having been with Edward Jones since 2009. 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, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.
Series 66
Alamosa, CO
Edward Jones
Michael Wright is a financial advisor at Edward Jones in Alamosa, Colorado, holding the Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, he worked at City Market for 16 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options, supported by a nationwide network of more than 23,000 financial advisors. The firm operates under a fiduciary standard and offers services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient investment solutions.
Series 66
Alamosa, CO
LPL Financial
Samantha Brookes is a financial advisor with LPL Financial in Alamosa, Colorado, holding a Series 66 designation and six years of industry experience. Her career includes roles at LPL Financial Services and Wells Financial Services. Outside of advisory work, she is involved with the Alamosa Farmers Market. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing a variety of portfolio management strategies and advisor support tools.
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