Darin Clement Davis

Advisor at Edward Jones — Falls City, NE Stone Street

Updated today

Credentials

Series 63, Series 66

Experience

27 years

Location

Falls City, NE 68355

Edward Jones logo

Edward Jones

Institution

Total advisors

24,095

Across 14,148 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Darin Davis is a financial advisor with Edward Jones, holding Series 63 and Series 66 registrations and possessing 27 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he serves as president of the Falls City Chamber of Commerce, participating in executive decisions for the organization. Edward Jones is a wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

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

Falls City, NE Stone Street

1619 Stone Street

Falls City NE 68355

Advisors at this office

1

Most active in

Nebraska · Texas

Work history

27 years of industry experience

Edward D. Jones & Co., L.P.

1998 - Present • 28 years

St. Louis, MO

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

Amber B

CFP®, Series 66

Sabetha, KS

Independent Financial partners

Amber Bletscher is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Independent Financial Partners since 2019. Her prior experience includes roles at Heartland Wealth Strategies, National Securities, and Painter and Johnson Financial. Outside of her advisory work, she is involved in community education through Bletscher Financial LLC, serves as treasurer and board member for the USD 113 Foundation, and works as a substitute teacher for the USD 113 School District. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm offers a decentralized advisory model with multiple investment management options and is notable for its formal retirement-plan advisory and pension consulting services.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
user avatar

Steven S

Series 63, Series 66

Sabetha, KS

Thrivent Investment Management

Steven Stoller is a financial advisor with Thrivent Investment Management in Sabetha, Kansas, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Outside of his advisory role, he manages a rental property that includes his office space and additional commercial tenants. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and holistic planning across various financial topics. The firm offers planning separately from managed account services and does not provide portfolio management or institutional advisory mandates.

Business ownership considerations
user avatar

Jeffrey R

Series 63, Series 66

Sabetha, KS

Edward Jones

Jeffrey Russell is a financial advisor with Edward Jones in Sabetha, KS, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he owns a hay crop operation in Oneida, KS. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and affiliated services. The firm manages approximately $1.01 trillion in assets and supports a nationwide network of over 23,000 advisors and more than 15,000 branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Matthew G

Series 63, Series 65

Shubert, NE

Thrivent Investment Management

Matthew Gall is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including Weitz Securities, Ceros Financial Services, Flexible Plan Investments, Pacific Life Insurance Company, and Primerica Financial Services. Outside of his advisory role, Gall serves as a Troop Master and board member for the Auburn chapter of Trail Life USA, a Christian-based scouting organization. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based planning without discretionary trading authority. The firm offers clients a combination of planning and managed-account services under a consolidated billing option called “WealthPlan.”

Business ownership considerations

Andrew L

Series 66

Sabetha, KS

Edward Jones

Andrew Leonard is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at The Trust Company and has a varied background including roles outside finance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of managed solutions, separately managed accounts, and affiliated mutual funds. The firm has a large national presence with over 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Inheritance planning General retirement planning Retired Founder/Business Owner Executive
user avatar

Kellen R

Series 66

Sabetha, KS

Edward Jones

Kellen Russell is a financial advisor at Edward Jones in Sabetha, KS, holding a Series 66 designation. He has experience working in insurance and manufacturing sectors, with prior roles at Lockton Affinity, LLC, SBS Insurance, and Wenger Manufacturing, Inc. Russell also has experience with the University of Kansas Memorial Corporation and the City of Sabetha. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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