Elisabeth Grace Bieber

Advisor at Edward Jones — Marshalltown, IA E Main St

Updated today

Credentials

Series 66

Experience

5 years

Location

Marshalltown, IA 50158-0000

Edward Jones logo

Edward Jones

Institution

Total advisors

24,223

Across 14,149 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Elisabeth Bieber is a financial advisor with Edward Jones in Marshalltown, IA, holding a Series 66 designation and five years of industry experience. Prior to her current role at Edward Jones, she worked in academic settings at Wartburg College, the University of Northern Iowa, and the University of Iowa. Outside of finance, she operated Equilibrio Voice Studio, providing classical voice instruction to middle and high school students for over a decade. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including varied household segments and corporate entities. The firm offers a range of advisory strategies and affiliated investment products, with a large national presence of advisors and branches.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Divorce financial planning Retirement income strategy Business ownership considerations Business succession planning Multi-generational wealth transfer

Occupation focus

Founder/Business Owner

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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

Marshalltown, IA E Main St

16 E Main St

Marshalltown IA 50158

Advisors at this office

2

Most active in

Iowa · Texas

Work history

5 years of industry experience

Edward Jones

2021 - Present • 5 years

St Louis, MO

Edward Jones

2019 - 2021 • 2 years

Waterloo, IA

Wartburg College

2018 - 2018 • 1 year

Waverly, IA

University of Northern Iowa

2018 - 2018 • 1 year

Cedar Falls, IA

University of Iowa

2016 - 2018 • 2 years

Iowa City, IA

E Bieber Voice (aka Equilibrio) Voice Studio

2006 - 2019 • 13 years

Parkersburg, 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

Mary H

Series 63, Series 65

Conrad, IA

Nicolet Wealth Management

Mary Hines is a financial advisor with Nicolet Wealth Management, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She previously worked at LPL Financial LLC from 2016 to 2026 before joining Nicolet Wealth Management. Nicolet Wealth Management provides retirement plan consulting and investment management services primarily for 401(k) and 403(b) plan sponsors and fiduciaries. The firm’s investment process includes research and manager selection performed by an internal team and overseen by an investment committee, utilizing both fundamental and technical analysis alongside third‑party research sources.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Bryce W

Series 66

Marshalltown, IA

Stratos Wealth Partners, Ltd

Bryce Williams is a financial advisor at Stratos Wealth Partners, Ltd with six years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo and Shazam. Williams currently operates in Marshalltown, Iowa. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of advisory services through an open-architecture model that integrates multiple third-party platforms and managers.

Options & derivatives strategies Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Self-Employed HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement
user avatar

William W

Series 63, Series 66

Marshalltown, IA

Edward Jones

William Wirin is a financial advisor at Edward Jones with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the country.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Nathan B

Series 66

Marshalltown, IA

Edward Jones

Nathan Blayer is a Series 66 licensed financial advisor with Edward Jones in Marshalltown, IA, where he has worked since 2016. He has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a variety of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning Retirement withdrawal strategies Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive
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Rodney D

CFP®, Series 63, Series 65

State Center, IA

Cambridge Investment Research Advisors

Rodney Decker is a CFP® with 29 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior experience includes roles at Northwestern Mutual Wealth Management and Farm Bureau Financial Services. Cambridge Investment Research Advisors serves 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 Financial Professionals, offering both proprietary and third-party investment strategies with discretionary and non-discretionary options.

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

Anthony E

Series 66

Marshalltown, IA

Edward Jones

Anthony Everman is a financial advisor with Edward Jones in Marshalltown, IA. He holds a Series 66 designation and has professional experience at Edward Jones since 2025, following previous roles at Whipstick, Iowa Valley Community College District, Oakland Athletics, and Benedictine College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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