user avatar

David Duane George

Advisor at Edward Jones — Mt Pleasant, IA East Monroe Street

Updated today

Credentials

CFP®, Series 66

Experience

8 years

Location

Mt Pleasant, IA 52641

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,153 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

David George is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Mount Pleasant Municipal Utilities and Two Rivers Bank & Trust. Outside of his advisory role, he owns a commercial building leased to a law firm and residential rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory and investment solutions. The firm manages over $1 trillion in assets with a nationwide network of more than 23,000 advisors and offers services that include discretionary and non-discretionary strategies, separately managed accounts, and affiliated 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

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

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

Mt Pleasant, IA East Monroe Street

114 East Monroe Street, Suite 101

Mt Pleasant IA 52641

Advisors at this office

4

Most active in

Iowa · Texas

Work history

8 years of industry experience

Edward Jones

2017 - Present • 9 years

St Louis, MO

Mount Pleasant Municipal Utilities

2008 - 2017 • 9 years

Mount Pleasant, IA

Two Rivers Bank & Trust

2007 - 2017 • 10 years

Mount Pleasant, IA

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

Paul K

Series 63, Series 65

Mount Pleasant, IA

RIA Advisory Group, LLC

Paul Katsion is an advisor at RIA Advisory Group, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at NYLife Securities LLC and New York Life since 2016. Katsion serves as a board member of the Henry County Optimist Club, supporting local youth through fundraising and volunteer efforts. RIA Advisory Group provides investment supervisory services and portfolio management to individuals, high-net-worth clients, corporations, trusts, and estates. The firm employs a combination of charting, fundamental and technical analysis, using both long- and short-term trading strategies, and often operates under discretionary authority while allowing clients to direct brokerage if preferred.

Annuities
user avatar

Erin R

Series 65

Mt Pleasant, IA

RIA Advisory Group, LLC

Erin Roberts is a financial advisor at RIA Advisory Group, LLC with a Series 65 designation and one year of industry experience. Prior to joining RIA Advisory Group, Roberts worked at RCM Capital for two years and spent seventeen years at Southeastern Community College. RIA Advisory Group is a team-based firm serving individuals, high-net-worth clients, corporations, trusts, and estates with discretionary investment supervisory services and portfolio management. The firm employs a combination of charting, fundamental and technical analysis, and both long- and short-term trading strategies, with a monthly to annual review cycle for client accounts.

Annuities
user avatar

Chad M

ChFC®, Series 63

Mt. Pleasant, IA

Creativeone Wealth, LLC

Chad Mcmullin is a financial advisor with CreativeOne Wealth, LLC, holding the ChFC® designation and Series 63 license, and has 19 years of industry experience. His prior roles include positions at ChangePath, LLC, Brokers International Financial Services, LLC, FBL Marketing Services, and Farm Bureau. Outside of advising, he is involved in professional office building ownership and management. 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 combination of proprietary ETF-based models, third-party managers, boutique equity managers, and option strategies, supported by quantitative and fundamental analyses.

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

Joseph J

Series 66

Danville, IA

LPL Financial

Joseph Johnson is a financial advisor at LPL Financial with five years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. for three years and spent five years with Danville CSD. Outside of his advisory role, he operates a fishing charter business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive

Whitney R

CFP®, Series 66

Mt Pleasant, IA

Edward Jones

Whitney Rogers is a CFP® designated financial advisor at Edward Jones with eight years of industry experience. Prior to joining Edward Jones in 2017, Rogers worked six years at The Walt Disney Company. Outside of financial advising, Rogers coaches the High School Color Guard team for the Mt Pleasant Community School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Wealth management General estate planning guidance Retired Founder/Business Owner Executive
user avatar

Scott J

Series 66

Mt Pleasant, IA

Cambridge Investment Research Advisors

Scott Johnson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 17 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2017 and previously held roles at D.H. Securities LLLP, Brokers International Financial Services, and Johnson Capital Investments LLC. Outside of his advisory work, Johnson serves on the Wayland Economic Development Committee and speaks on biblical topics to local congregations. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering a range of portfolio management and model-based solutions tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)