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Credentials
Series 66
Experience Industry experience
5 years
Location
Gladwin, MI 48624
Edward Jones
Institution
Dana Ornelas is a financial advisor with Edward Jones, holding a Series 66 designation and 19 years of experience at the firm. Based in Gladwin, MI, Ornelas has focused on wealth management services within the institution category. Edward Jones serves more than four million individual and institutional clients and manages approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and maintaining a large national network of financial advisors and branch offices.
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.
Gladwin, MI W Cedar Ave
201 W Cedar Ave
Gladwin MI 48624
Advisors at this office
1
Michigan
5 years of industry experience
Edward Jones
2007 - Present • 19 years
St Louis, MO
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 65
Gladwin, MI
Madison Partners
Andrew Page is a Series 65-licensed financial advisor with Madison Partners in Gladwin, MI, and has 12 years of industry experience. His prior roles include positions at VERTA Consulting, LLC, Limitless Global, and YPM Interests, LLC. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm’s investment approach is customized and primarily long-term focused, utilizing ETFs, mutual funds, individual equities, fixed income, alternatives, and legacy positions as appropriate.
CFP®, Series 66
Clare, MI
Kingsview Wealth Management, LLC
Justin Cole is a CFP® with 14 years of industry experience, currently serving at Kingsview Wealth Management, LLC. Prior to joining Kingsview, he spent 14 years with Edward Jones. Outside of his advisory role, he co-owns and manages a rental property business with his wife. Kingsview Wealth Management serves a diverse client base, including individuals, retirement plans, trusts, foundations, and corporate entities, providing wealth management, financial planning, and asset management through a network of advisers and an internal portfolio group. The firm offers tailored portfolio management and employs proprietary model portfolios alongside third-party investment options.
Series 66
Gladwin, MI
Benjamin F. Edwards & Company, Inc.
Anna Reihl is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds a Series 66 designation and has 11 years of industry experience, including 11 years at Edward Jones before joining her current firm in 2026. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management services through discretionary and non-discretionary strategies managed internally and by third-party managers.
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