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Gregory Seibel

Advisor at Edward Jones

Updated today

Location

Emporia, KS 66801

Credentials

Series 63, Series 66

Industry experience

47 years

About

Gregory Seibel is a financial advisor at Edward Jones in Emporia, KS, holding Series 63 and Series 66 licenses with 47 years of industry experience. He has worked at Edward Jones since 1978. Outside of advising, he owns and maintains a commercial rental building in Emporia. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large nationwide network of advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

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

526 Commercial

Emporia, KS 66801

Most active in

Kansas · Texas

Work history

Edward D. Jones & CO., L.P.

1978 - Present (48 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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Richard M

Series 63, Series 65

Emporia, KS

LPL Financial

Richard Miller is a financial advisor with LPL Financial in Emporia, Kansas, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory role, Miller is involved in selling vintage trucks as a weekend hobby. 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 variety of investment solutions supported by an in-house research team, combining large-scale advisory operations with non-advisory product offerings.

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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Daniel R

Series 66

Emporia, KS

Cetera

Daniel Robertson is a financial advisor with Cetera in Emporia, KS, holding a Series 66 credential and bringing 25 years of industry experience. He has been with Cetera since 2001 and also owns a CPA firm, Agler & Gaeddert, Chartered DBA A&G Consultants, where he provides tax and accounting services. Additionally, he serves on the board of directors and as treasurer for the Rotary Club of Emporia. Cetera Investment Advisers serves a broad range of individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors, offering discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions. The firm combines advisor-managed accounts, model portfolios, and third-party managed solutions, alongside retirement and fiduciary services integrated with its institutional and trust capabilities.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Karly W

CFP®, Series 66

Emporia, KS

Ameriprise

Karly Witte is a CFP® and Series 66-licensed financial advisor with three years of industry experience. She is currently with Ameriprise and has prior experience at OSAIC, SagePoint Financial, ESB Financial, and Community National Bank & Trust. Witte serves on the Board of Directors and the Rotary Club of Emporia and is president of 1801 Rural, a nonprofit organization in Emporia, KS. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Tracy E

CFP®, Series 63

Emporia, KS

Ameriprise

Tracy Edwards is a CFP® with 29 years of industry experience and is currently affiliated with Ameriprise in Emporia, KS. She has been with Ameriprise and its related entities since 2005. Outside of her advisory role, Edwards serves on the Board of Directors for the Sigma Tau Gamma Delta Chapter Alumni Association and is involved with a local nonprofit social club as an owner. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, delivering detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory support and offers a broad range of brokerage and insurance solutions through its affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar

Jonathan G

CFP®, Series 63, Series 66

Emporia, KS

Edward Jones

Jonathan Geitz is a CFP® professional with 26 years of experience in financial advising, currently serving as an advisor at Edward Jones since 1999. He holds Series 63 and Series 66 licenses and is based in Emporia, KS. Outside of his advisory role, he serves as chairman of the Emporia Area Chamber of Commerce and participates in the Emporia High School Business Advisory committee. Edward Jones is a full-service wealth management firm with over 23,700 advisors serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs including discretionary and non-discretionary managed solutions, 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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Joel D

Series 66

Hartford, KS

Cetera

Joel Dieker is a financial advisor with Cetera based in Hartford, Kansas, holding a Series 66 designation and one year of industry experience. His background includes roles at various Cetera entities since 2024 and prior work in farming operations through Dieker Farms since 2010, where he is involved in animal care and crop management. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, fiduciary solutions, and access to multiple program structures supported by affiliated investment management and custodial platforms.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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