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David Grove

Advisor at Edward Jones

Updated today

Location

Panora, IA 50216

Credentials

Series 66

Industry experience

16 years

About

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.

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

611 East Main St

Panora, IA 50216

Most active in

Iowa · Texas

Work history

Edward Jones

2010 - Present (16 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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Griffin M

Series 65

Denver, CO

Aegis Wealth Management, Inc.

Griffin Malatino is a financial advisor at Aegis Wealth Management, Inc. in Denver, Colorado, holding a Series 65 credential with three years of industry experience. He has worked at Aegis Wealth Management since 2022 and also serves as Vice President of Sales and Marketing at Aegis Financial, where he focuses on wholesaling fixed and fixed indexed annuities. Prior to this, he held roles at Stash Company and was self-employed. Aegis Wealth Management is an SEC-registered advisory firm managing approximately $176 million in discretionary assets for individuals, retirement plans, trusts, and other entities. The firm employs model portfolios managed by sub-advisers and integrates financial planning and ancillary services through dually licensed personnel.

Annuities Cash flow / budgeting Retirement income strategy College savings (529s, UTMA, etc.) Long-term care insurance
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Kevin H

Series 63, Series 65

Lakewood, CO

Aegis Wealth Management, Inc.

Kevin Hocker is a financial advisor at Aegis Wealth Management, Inc. in Lakewood, CO, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Sound Income Strategies LLC, Secure Investment Management, J.D. Mellberg Financial, and Cabot Lodge Securities. Outside of his advisory role, Hocker is the CEO of Federal Benefits Group, where he assists federal employees with FERS benefits analysis and retirement income planning. Aegis Wealth Management is an SEC-registered firm managing approximately $176 million in discretionary assets for individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs model portfolios managed by multiple sub-advisers, tailoring allocations to client objectives and risk tolerance while providing broad financial planning and discretionary portfolio management services.

Annuities Cash flow / budgeting Retirement income strategy College savings (529s, UTMA, etc.) Long-term care insurance
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Alexander S

Series 63, Series 66

Waukee, IA

Kestra Advisory

Alexander Sturm is a financial advisor with Kestra Advisory in Waukee, Iowa, holding Series 63 and Series 66 licenses and four years of industry experience. He previously worked at Wells Fargo Financial and has served as the financial planning director at Generations Wealth Advisors LLC. Sturm is also a board member of the Dallas County Hospital Foundation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves a broad client base including large institutional investors and sovereign wealth funds, managing approximately $79.8 billion in assets.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Aaron S

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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Brandt G

Series 66

Guthrie Center, IA

Cambridge Investment Research Advisors

Brandt Gebel is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Cetera Investment Advisors LLC, Fidelity Bank & Trust Co, and Northwestern Mutual. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension plans through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and a variety of investment strategies.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive

Andrew B

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.

Retirement income strategy Wealth management Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
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