Deanne Gierke

Advisor at Edward Jones

Updated today

Location

Beulah, ND 58523

Credentials

CFP®, ChFC®, Series 63, Series 66

Industry experience

27 years

About

Deanne Gierke is a financial advisor at Edward Jones with 27 years of industry experience. She holds the CFP® and ChFC® designations and has been with Edward Jones since 1998. Outside of her advisory role, she is an author of a book titled "Adulting 101," which teaches financial basics to high school students, and she designs and writes biblical-based journals. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions supported by a large network of advisors and branch offices across the country.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy College savings (529s, UTMA, etc.) Wealth management

Occupation focus

Founder/Business Owner

Demographic focus

Religious/faith focused

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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

113 West Main

Beulah, ND 58523

Most active in

North Dakota · 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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ChFC®, Series 63

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Kevin Flaagan is a financial advisor with Eagle Strategies (NY Life) based in Beulah, ND, holding the ChFC® designation and Series 63 license. He has 40 years of industry experience, including long-term roles at Nylife Securities Inc. and New York Life Insurance Company since 1985. In addition to his advisory work, he is appointed as an insurance broker for non-registered products with outside carriers. Eagle Strategies LLC serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions through a network of over 2,000 investment adviser representatives and utilizes third-party managers and model portfolios rather than firm-controlled discretionary mandates.

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

CFP®, Series 66

Hazen, ND

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Julie Graney is a CFP® with 20 years of experience in the financial services industry. She is currently with LPL Financial, where she has worked since 2017, and previously held roles at Investment Centers of America, Inc. and Union State Bank. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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