Gena Louise Hartman

Advisor at Edward Jones — Connersville, IN N Central Ave

Updated today

Credentials

Series 66

Experience

13 years

Location

Connersville, IN 47331

Edward Jones logo

Edward Jones

Institution

Total advisors

24,118

Across 14,150 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Gena Hartman is a Series 66 licensed financial advisor with Edward Jones in Connersville, IN, where she has worked since 2013, accumulating 12 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy General retirement planning Business exit / sale strategy Business succession planning General estate planning guidance

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

Connersville, IN N Central Ave

521 N Central Ave Ste D

Connersville IN 47331

Advisors at this office

2

Most active in

Indiana · Texas

Work history

13 years of industry experience

Edward Jones

2013 - Present • 13 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

Larry C

Series 63, Series 65

Liberty, IN

BFC PLANNING, Inc.

Larry Coyle is a financial advisor with BFC Planning, Inc. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Prior to joining BFC Planning, he worked at Sandlapper Securities, LLC and Buffalo Trace Financial Group. Outside of his advisory role, he is involved in community activities including serving as a youth basketball coach and holding board positions related to local finance, redevelopment, and parks and recreation in Liberty, Indiana. BFC Planning, Inc. offers financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports a large network of independent advisory representatives who use a variety of investment strategies and platforms tailored to client needs.

Concentrated stock management Options & derivatives strategies Real estate investing
user avatar

Anthony T

Series 63, Series 66

Centerville, IN

Edward Jones

Anthony Talbert is a financial advisor with Edward Jones in Centerville, Indiana, holding Series 63 and Series 66 designations and possessing 30 years of industry experience. He has been with Edward Jones since 1995. Outside of his advisory role, Talbert serves as President of St. Vincent de Paul in Richmond, Indiana, where he is involved in organizational planning. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.

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

Thomas B

Series 66

Centerville, IN

LPL Financial

Thomas Bevington is a financial advisor at LPL Financial with 9 years of industry experience. He holds the Series 66 designation and previously spent 10 years at Edward Jones. He also serves as a County Councilman At-Large for Fayette County, Indiana. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to model portfolios and research.

College savings (529s, UTMA, etc.)
user avatar

Gary B

Series 66

Centerville, IN

Edward Jones

Gary Buchanan is a financial advisor with Edward Jones, holding a Series 66 designation and over one year of industry experience. He has been associated with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than 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 nationwide.

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

Trent R

Series 66

Centerville, IN

Edward Jones

Trent Reichley is a financial advisor at Edward Jones in Centerville, IN, holding a Series 66 designation. He has one year of industry experience and has previously worked at Pago USA, Doden for Indiana, and other organizations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance General retirement planning Doctor or Medical Professional Educators, Teachers, and Academics
user avatar

Michael H

Series 63

Liberty, IN

Edward Jones

Michael Henry is a financial advisor with Edward Jones in Liberty, IN, holding a Series 63 credential and 23 years of industry experience. Prior to joining Edward Jones in 2022, he worked at Money Concepts Capital Corp and The Peoples Bank Co from 2015 to 2022, and was associated with Bohman Trucking, Inc. from 1997 to 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies under a fiduciary standard.

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