Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
16 years
Location
Panora, IA 50216
Edward Jones
Institution
David Grove is a Series 66-licensed financial advisor with Edward Jones in Panora, Iowa, where he has worked since 2010. He has 16 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.
Based on Edward Jones
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.
Panora, IA
611 East Main St
Panora IA 50216
Advisors at this office
1
Iowa · Texas
16 years of industry experience
Edward Jones
2010 - Present • 16 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 66
Perry, IA
Kestra Advisory
Aaron Sturm is a financial advisor with Kestra Advisory and holds a Series 66 designation. He joined the firm in 2026 and previously worked at Casey's Corporation from 2022 to 2025, as well as serving in educational roles at the University of Iowa and Waukee High School. Sturm is based in Perry, Iowa. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and supports multiple management platforms with approximately $79.8 billion in assets under management.
Series 66
Perry, IA
Edward Jones
Andrew Brommer is a financial advisor at Edward Jones with 12 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to that, he was employed at Princor Financial Group and Principal Life Insurance Co. Brommer is also the owner of Brommer Investments LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of managed solutions and advisory services supported by a nationwide network of over 23,000 financial advisors.
CFP®, Series 66
Guthrie Center, IA
Edward Jones
Melissa Loest is a financial advisor with Edward Jones, holding CFP® and Series 66 credentials and bringing 11 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she is involved in managing a rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of segments. The firm offers various advisory programs and investment strategies, supported by a nationwide network of over 23,700 financial advisors and a comprehensive suite of affiliated investment products and services.
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