Darin Davis

Advisor at Edward Jones

Updated today

Location

Falls City, NE 68355

Credentials

Series 63, Series 66

Industry experience

27 years

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

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

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

1619 Stone Street

Falls City, NE 68355

Most active in

Nebraska · Texas

Work history

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

1998 - Present (28 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Amber B

Series 66

Sabetha, KS

Independent Financial partners

Amber Bletscher is a financial advisor with Independent Financial Partners and holds a Series 66 designation. She has seven years of industry experience, including prior roles at National Securities and Heartland Wealth Strategies. Outside of advising, she serves as treasurer and board member of the USD 113 Foundation, participates in scholarship committees, 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 approximately 261 independent advisors. The firm supports a decentralized advisory model, allowing individual advisors to set investment strategies, while also offering centralized asset management and specialized retirement-plan advisory and pension consulting services.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
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Steven S

Series 63, Series 66

Sabetha, KS

Thrivent Investment Management

Steven Stoller is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Outside of his advisory role, Stoller manages a rental company that owns the office building where he conducts part of his business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning and written recommendations on various financial topics, with an option to combine planning services with managed accounts under a consolidated billing system.

Business ownership considerations
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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
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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
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Kellen R

Series 66

Sabetha, KS

Edward Jones

Kellen Russell is a financial advisor at Edward Jones with a Series 66 designation and two years of experience at the firm. His prior roles include positions at Lockton Affinity, LLC, SBS Insurance, and the University of Kansas Memorial Corporation, among others. 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, supported by a large network of financial advisors and branch offices nationwide.

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

Adam M

CFP®, Series 63, Series 66

Falls City, NE

Edward Jones

Adam Morris is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. His prior experience includes roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company in 2017, as well as founding Morris & Co. LLC and working at Frontier Bank. Outside of advising, he owns and manages a carwash business and residential rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets across a nationwide network of more than 23,700 financial advisors and offers a range of advisory strategies and affiliated investment products under a fiduciary standard.

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