Cy Rolfs

Advisor at Edward Jones — Lyons, KS

Updated today

Credentials

Series 66

Experience

5 years

Location

Lyons, KS 67554

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

Cy Rolfs is a financial advisor at Edward Jones with five years of industry experience. He previously worked at LPL Financial, Peoples Bank and Trust, and Lyons Federal Bank. Outside of his advisory role, Rolfs coaches high school girls basketball, focusing on teaching the game and promoting community values. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment and advisory solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management

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

Lyons, KS

113 West Main

Lyons KS 67554

Advisors at this office

1

Most active in

Kansas · Texas

Work history

5 years of industry experience

Edward Jones

2023 - Present • 3 years

St Louis, MO

LPL Financial

2021 - 2023 • 2 years

McPherson, KS

Peoples Bank and Trust

2017 - 2023 • 6 years

McPherson, KS

Lyons Federal Bank

2014 - 2017 • 3 years

Lyons, KS

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

Cuyler P

CFP®, Series 66

Sterling, KS

Thrivent Advisor Network, LLC

Cuyler Prichard is a CFP®-certified financial advisor with seven years of industry experience, currently affiliated with Thrivent Advisor Network, LLC. He has worked with multiple Thrivent entities and Purshe Kaplan Sterling Investments during his career. Outside of advising, he is a part owner of Table Coffee Roasters, LLC, a local business providing freshly roasted coffee. Thrivent Advisor Network, LLC offers investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm constructs long-term, diversified portfolios using a range of investment options and provides ongoing portfolio management and financial planning through a network of advisors.

Private / alternative investments College savings (529s, UTMA, etc.) Annuities Wealth management
user avatar

Amanda B

Series 63, Series 66

Lyons, KS

Raymond James Financial

Amanda Beaver is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Raymond James, she worked at Edward Jones and served four years with the Rice County Sheriff's Office. Outside of her advisory role, she is a partner and owner of Prairie Sky Health and Tax Consultants, where she assists with Medicare and health insurance enrollments. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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