Darian Prince

Advisor at Edward Jones — Bloomer, WI Main St

Updated today

Credentials

Series 66

Experience

7 years

Location

Bloomer, WI 54724

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,151 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Darian Prince is a financial advisor with Edward Jones in Bloomer, WI, holding a Series 66 designation and seven years of industry experience. He previously worked at Security Financial Bank and BMO Harris Bank. Outside of finance, he has been involved with Fatboy's Pizza since 2009. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a large network of advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning General estate planning guidance Wealth management General retirement planning

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

Bloomer, WI Main St

1417 Main St

Bloomer WI 54724

Advisors at this office

1

Most active in

Wisconsin

Work history

7 years of industry experience

Edward Jones

2019 - Present • 7 years

St Louis, MO

Security Financial Bank

2016 - 2019 • 3 years

Bloomer, WI

BMO Harris Bank

2015 - 2016 • 1 year

Chippewa Falls, WI

Fatboy's Pizza

2009 - Present • 17 years

Bloomer, WI

Full-Time Student

2008 - 2017 • 9 years

Bloomer, WI

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

James R

Series 63, Series 65

Chippewa Falls, WI

Wall Investment Group, Inc.

James Robinson is a financial advisor at Wall Investment Group, Inc. in Chippewa Falls, WI, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Wall Investment Group since 2003. Wall Investment Group provides discretionary investment supervisory services and portfolio management to individuals, businesses, qualified pension and profit-sharing plans, charitable organizations, and trusts. The firm focuses on strategic asset allocation tailored to clients’ objectives, income needs, and tax situations, utilizing both fundamental and technical security analysis, with at least quarterly portfolio reviews.

General retirement planning Wealth management
user avatar

Jack K

Series 65

Chippewa Falls, WI

Creativeone Wealth, LLC

Jack Kilibarda is a financial advisor at CreativeOne Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has worked at CreativeOne Wealth since 2023 and Benefit Resource Partners since 2020. Outside of advisory work, he is involved with Benefit Resource Partners where he engages with clients and sells life insurance and annuities. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub‑advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm employs a range of portfolio strategies including proprietary ETF-based models and boutique equity managers, supporting tailored suitability assessments and regular portfolio rebalancing.

Active portfolio management ESG / Sustainable investing Concentrated stock management Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner
user avatar

Brent F

Series 65

Chippewa Falls, WI

Creativeone Wealth, LLC

Brent Ford is a financial advisor at CreativeOne Wealth, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at several firms including Retirement Wealth Advisors and Global Financial Private Capital, LLC. In addition to his advisory role, he is a partner at Benefit Resource Partners, where he independently sells insurance, annuities, and life insurance. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual clients, corporations, charitable organizations, and other RIAs. The firm employs a range of investment strategies including proprietary ETF-based models, third-party managers, and option-based approaches, supported by quantitative, fundamental, and modern portfolio theory analyses.

Active portfolio management ESG / Sustainable investing Concentrated stock management Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner
user avatar

Zachary C

Series 65

Chippewa Falls, WI

Creativeone Wealth, LLC

Zachary Cockroft is a financial advisor at CreativeOne Wealth, LLC with eight years of industry experience and a Series 65 designation. He has worked in various roles since 2016, including positions at Benefit Resource Partners and Benefit Wealth Partners. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and plan sponsors. The firm manages primarily discretionary accounts utilizing proprietary models and third-party managers, employing a diverse range of investment strategies including ETFs, mutual funds, options, and private investments.

Active portfolio management ESG / Sustainable investing Concentrated stock management Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner
user avatar

Evie S

Series 65

Chippewa Falls, WI

Creativeone Wealth, LLC

Evie Schaller is a financial advisor at CreativeOne Wealth, LLC with four years of industry experience. She holds a Series 65 designation and has worked at CreativeOne Wealth since 2018 through its predecessor, CHANGEPATH, LLC. Outside of her advisory role, she is also involved with Benefit Wealth Partners as an insurance agent. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and RIA clients. The firm employs a mix of proprietary and third-party investment models and supports tailored suitability assessments and ongoing portfolio rebalancing.

Active portfolio management ESG / Sustainable investing Concentrated stock management Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner
user avatar

Christopher C

Series 66

Chippewa Falls, WI

Nations Financial Group, Inc.

Christopher Clauson is a financial advisor at Nations Financial Group, Inc. with 17 years of industry experience. He holds the Series 66 designation and has previously worked at U.S. Bancorp Investments, Inc., JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm’s investment approach involves proprietary model portfolios and tailored recommendations by its investment adviser representatives based on client objectives and risk tolerance.

Options & derivatives strategies Active portfolio management Passive / index investing Wealth management
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