Gavin Wesley Rueb

Advisor at Edward Jones — Eagle River, AK Business Blvd

Updated today

Credentials

Series 66

Experience

13 years

Location

Eagle River, AK 99577

Edward Jones logo

Edward Jones

Institution

Total advisors

24,179

Across 14,144 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Gavin Rueb is a Series 66 credentialed financial advisor at Edward Jones with 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Business exit / sale strategy Business ownership considerations General estate planning guidance Planning for children with special needs

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

Eagle River, AK Business Blvd

11940 Business Blvd Ste 100

Eagle River AK 99577

Advisors at this office

1

Most active in

Alaska · Texas

Work history

13 years of industry experience

Edward Jones

2012 - Present • 14 years

St Louis, MO

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

Katelynn T

CFP®, Series 65

Eagle River, AK

Avier Wealth Advisors

Katelynn Toth is a CFP® with three years of industry experience, currently serving as a financial advisor at Avier Wealth Advisors. Her prior experience includes roles at APCM Wealth Management for Individuals and a position in the personal office of U.S. Senator Lisa Murkowski. Avier Wealth Advisors provides investment management and financial planning services to individuals, families, and various institutional clients. The firm emphasizes asset allocation across diversified mutual fund and ETF portfolios, focusing on low-cost, institutional-class funds and equity strategies informed by academic research.

Factor investing / smart beta Wealth management Founder/Business Owner
user avatar

Shannon V

Series 65

Eagle River, AK

Advisory Services Network

Shannon Van Holstyn is a financial advisor with Advisory Services Network, holding a Series 65 designation and eight years of industry experience. Prior to joining Advisory Services Network in 2018, she worked at Wells Fargo Advisors, Mesquite Gaming, and Nickle Construction, Inc. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent investment adviser representatives. The firm offers a range of portfolio management and consulting services tailored to client objectives and risk tolerances.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
user avatar

David V

Series 63, Series 65

Eagle River, AK

Advisory Services Network

David Vanholstyn is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Advisory Services Network since 2018 and previously spent nine years at Wells Fargo Advisors Financial Network. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
user avatar

Stephen H

ChFC®, Series 63

Anchorage, AK

Planmember Securities Corporation

Stephen Hufford is a financial advisor with Planmember Securities Corporation in Anchorage, AK, holding a ChFC® designation and a Series 63 license. He has 49 years of industry experience and has been with Planmember since 2005. Hufford also serves on the board of Vision, a nonprofit organization assisting developing countries with community projects. Planmember Securities Corporation provides retirement-plan advisory services to employers and participants, offering fiduciary oversight and participant-level investment options. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios ranging from conservative to aggressive.

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

Chad H

Series 66

Anchorage, AK

Planmember Securities Corporation

Chad Hufford is a financial advisor with PlanMember Securities Corporation in Anchorage, Alaska, holding a Series 66 designation and 18 years of industry experience. He has been affiliated with PlanMember since 2007 and also operates Veritas Wealth Management and Veritas Wealth Solutions. In addition to his advisory roles, he is the author of the book Forging Financial Freedom (2024). PlanMember provides retirement-plan advisory services primarily to employers and plan participants, focusing on strategic asset allocation and risk-based mutual fund portfolio management. The firm offers education and support services to plan sponsors and participants and operates as both a broker-dealer and investment adviser.

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

David R

Series 63, Series 65

Chugiak, AK

Eagle Strategies (NY Life)

David Rupp is a financial advisor with Eagle Strategies (NY Life) based in Chugiak, Alaska. He holds Series 63 and Series 65 licenses and has 21 years of industry experience, including roles at New York Life Insurance Company and Nylife Securities Inc. He also operates Rupp Financial, focusing on selling New York Life products and brokering non-registered insurance products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse clientele of individuals and institutions. The firm emphasizes tailored solutions through multiple program types and manages a substantial asset base primarily on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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