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De Ann Rae Larson

Advisor at Edward Jones — Owatonna, MN West Broadway

Updated today

Credentials

Series 66

Experience

5 years

Location

Owatonna, MN 55060-2302

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,147 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

De Ann Larson is a financial advisor at Edward Jones in Owatonna, MN, with four years of industry experience and holding a Series 66 designation. She has been with Edward Jones since 1988. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

See office

Owatonna, MN West Broadway

112 West Broadway

Owatonna MN 55060-2302

Advisors at this office

2

Most active in

Minnesota · Texas

Work history

5 years of industry experience

Edward Jones

1988 - Present • 38 years

Owatonna, MN

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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Derek D

CFP®, ChFC®, Series 63, Series 65

Owatonna, MN

PharmD Financial Planning LLC

Derek Delaney is a CFP® and ChFC® credentialed financial advisor with 12 years of industry experience. He has worked at PharmD Financial Planning LLC since 2020 and previously spent five years at Profinium, Inc. Derek is the sole advisor at PharmD Financial Planning LLC, which operates as an independent firm. PharmD Financial Planning LLC provides investment management and financial planning services to individuals, high-net-worth clients, and nonprofit organizations. The firm focuses on long-term investing through allocation among SEI asset models and outside managers, offering personalized planning and portfolio services for a small client base.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Executive
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Barry B

Series 65

Owatonna, MN

Horter Investment Management, LLC

Barry Bayles is a financial advisor with Horter Investment Management, LLC, holding a Series 65 designation and seven years of industry experience. He has worked at Horter Investment Management since 2018 and also operates Financial Freedom Partners LLC, where he serves as a sole proprietor providing insurance sales. Additionally, he has been self-employed since 2003 in tax preparation, assisting individuals and small businesses with income tax filings. Horter Investment Management offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to a broad client base including individuals, trusts, pension plans, and corporations. The firm employs a combination of tactical and passive multi-manager portfolios and provides ongoing account oversight with supplemental quarterly reporting.

Wealth management Active portfolio management Founder/Business Owner Retired Approaching retirement
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Christopher F

Series 66

Owatonna, MN

First Heartland Consultants, Inc.

Christopher Fiske is a financial advisor with First Heartland Consultants, Inc. He holds a Series 66 designation and has five years of industry experience. Prior to joining First Heartland Capital Inc., he worked at Thrivent Financial and Thrivent Investment Management Inc. Fiske serves as a chaplain in the Iowa Army National Guard, providing religious support and supervising other chaplains. He is also a part-owner and financial manager of Steel Toe Games. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management, third-party management, and model-based self-directed brokerage accounts, using a blend of fundamental, technical, and cyclical analysis along with strategic and tactical asset allocation.

Annuities Income planning Cash flow / budgeting
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Gary H

Series 63

Owatonna, MN

PFG Advisors

Gary Hughes is a financial advisor at PFG Advisors with 38 years of industry experience. He holds a Series 63 designation and has worked with multiple firms, including Ameriprise Financial Services and Securities America. Hughes has also been associated with United Prairie Bank since 2017. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, and financial institutions. The firm offers discretionary and non-discretionary portfolio management, financial and retirement planning, and access to third-party managers, utilizing model portfolios and a mix of index-based ETFs with fundamental, technical, and cyclical analysis.

Options & derivatives strategies Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Executive Founder/Business Owner
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Elijah B

Series 66

Owatonna, MN

PFG Advisors

Elijah Bushman is a financial advisor with PFG Advisors, holding a Series 66 designation and one year of industry experience. His prior work includes roles at United Planners, OSAIC, United Prairie Bank, and the United States Postal Service. PFG Advisors offers fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, corporations, and financial institutions. The firm’s investment approach utilizes model portfolios and third-party managers, combining macro allocation strategies with fundamental, technical, and cyclical analysis, supported by multiple marketplace platforms and integrated technology solutions.

Options & derivatives strategies Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Executive Founder/Business Owner
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Geoffrey S

Series 63, Series 65

Owatonna, MN

Principal Financial Services

Geoffrey Stamp is a financial advisor with Principal Financial Services in Owatonna, MN, holding Series 63 and Series 65 credentials and 11 years of industry experience. His work history includes roles at Principal Securities, Principal Life Insurance Company, Bridge Street Wealth Strategies, and JJ Swanson Advisory Group. He is a co-owner of Carwardine, Tighe, and Swanson, an LLC focused on operational support and practice succession planning, and serves as an officer on the Owatonna Early Edition Rotary Club’s Foundation Committee. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, typically implemented on a discretionary basis.

Retired Founder/Business Owner
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