Garrett Akins

Advisor at Edward Jones — Waverly, IA E Bremer Ave

Updated today

Credentials

CFP®, Series 66

Experience

7 years

Location

Waverly, IA 50677

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,151 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Garrett Akins is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked for 13 years at Quad/Graphics. He is involved with the Community Foundation of Northeast Iowa’s Investment Policy Committee and serves as a board member for the Kiwanis Club of Greater Waverly. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branches nationwide.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management

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

Waverly, IA E Bremer Ave

203 E Bremer Ave

Waverly IA 50677

Advisors at this office

1

Most active in

Iowa · Texas

Work history

7 years of industry experience

Edward Jones

2019 - Present • 7 years

St Louis, MO

Quad/Graphics

2006 - 2019 • 13 years

Sussex, WI

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

Ryan H

Series 65, Series 63

Waverly, IA

Accel Wealth Management

Ryan Hervey is a financial advisor with Accel Wealth Management in Waverly, IA, holding Series 65 and Series 63 licenses and 13 years of industry experience. He previously worked at Northwest Wealth Management LLC for nine years before joining Accel Wealth Management in 2022. Accel Wealth Management is a team-based registered investment adviser managing approximately $1.15 billion across about 1,290 client relationships. The firm uses a total portfolio investment approach focused on active, diversified allocations and long-term investments, providing discretionary portfolio management, financial planning, pension consulting, and employee financial education.

General retirement planning Retirement income strategy Active portfolio management Options & derivatives strategies Executive Founder/Business Owner Retired
user avatar

Juan G

Series 65

Waverly, IA

Accel Wealth Management

Juan Garcia Heredia is a financial advisor at Accel Wealth Management with one year of industry experience. He holds a Series 65 credential and has a background that includes roles at GM Financial and Elmcrest Country Club. Outside of advisory work, he is the owner of Vega Sports Academy, where he is involved in sports coaching and management. Accel Wealth Management is a team-based registered investment adviser managing approximately $1.15 billion for around 1,290 client relationships. The firm employs a total portfolio investment approach that emphasizes active, diversified allocations and long-term purchases, tailoring portfolios through written investment policy statements.

General retirement planning Retirement income strategy Active portfolio management Options & derivatives strategies Executive Founder/Business Owner Retired
user avatar

Mitchell C

Series 63, Series 66

Waverly, IA

Accel Wealth Management

Mitchell Cook is a financial advisor at Accel Wealth Management with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including The O.N. Equity Sales Company, Ohio National Financial Services, and Unified Trust Company, N.A. Outside of his advisory role, he is involved in educating and consulting clients on insurance and annuity products tailored to their personal needs. Accel Wealth Management is a team-based registered investment adviser managing approximately $1.15 billion across around 1,290 client relationships. The firm follows a “total portfolio” investment approach with active, diversified allocations and long-term holdings, offering discretionary portfolio management, financial planning, pension consulting, and employee financial-education services.

General retirement planning Retirement income strategy Active portfolio management Options & derivatives strategies Executive Founder/Business Owner Retired
user avatar

Scott D

Series 63, Series 65

Waverly, IA

Accel Wealth Management

Scott Durscher is a financial advisor with Accel Wealth Management, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with firms including Brokers International Financial Services and Cambridge Investment Research. Outside of advisory work, he is involved with the Bremer County Conservation Board Support Group as a non-board member assistant handling annual ledger audits. Accel Wealth Management is a team-based registered investment adviser that manages approximately $1.15 billion for around 1,290 client relationships. The firm employs a total portfolio investment approach focusing on active, diversified allocations and long-term purchases, offering financial planning, discretionary portfolio management, pension consulting, and financial-education services.

General retirement planning Retirement income strategy Active portfolio management Options & derivatives strategies Executive Founder/Business Owner Retired
user avatar

Michele K

Series 63, Series 66

Waverly, IA

Accel Wealth Management

Michele Krueger is a financial advisor at Accel Wealth Management with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Integrity Alliance, LLC, Cambridge Investment Research, Inc., and The Accel Group, LLC. Accel Wealth Management is a team-based registered investment adviser managing approximately $1.15 billion for about 1,290 client relationships. The firm uses a total portfolio investment approach emphasizing active, diversified allocations and long-term holdings, offering services such as discretionary portfolio management, financial planning, pension consulting, and employee financial education.

General retirement planning Retirement income strategy Active portfolio management Options & derivatives strategies Executive Founder/Business Owner Retired
user avatar

Todd M

ChFC®, Series 63, Series 65

Waverly, IA

Accel Wealth Management

Todd Manternach is a financial advisor with Accel Wealth Management in Waverly, IA, holding the ChFC® designation and Series 63 and 65 licenses. He has 38 years of industry experience, including roles at Ameritas Investment Corp and Brokers International Financial Services. Manternach is also owner and president of Manternach & Assoc., a corporation focused on retirement planning and non-securities business activities. Accel Wealth Management is a team-based registered investment adviser managing approximately $1.15 billion across 1,290 client relationships. The firm employs a total portfolio approach with active, diversified allocations tailored by written investment policy statements and offers discretionary portfolio management, financial planning, pension consulting, and employee financial-education presentations.

General retirement planning Retirement income strategy Active portfolio management Options & derivatives strategies Executive Founder/Business Owner Retired
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