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Gregory Dale Stinson

Advisor at Edward Jones — Rushville, IN 325 N Main St

Updated today

Credentials

Series 66

Experience

12 years

Location

Rushville, IN 46173

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

Gregory Stinson is a Series 66 licensed financial advisor with 11 years of industry experience. He has been with Edward Jones in Rushville, IN since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and managed strategies, 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

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Rushville, IN 325 N Main St

325 N Main St

Rushville IN 46173

Advisors at this office

3

Most active in

Indiana · Texas

Work history

12 years of industry experience

Edward Jones

2014 - Present • 12 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

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Cameron B

Series 65

Carthage, IN

Creativeone Wealth, LLC

Cameron Brummett is a financial advisor with CreativeOne Wealth, LLC and holds a Series 65 designation. He has one year of industry experience and previously worked at Greenline Financial Services and Eco Engineering Inc. Outside of his advisory role, he is the Administrative Director at Forever Debt Free, a life insurance business. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other advisors. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, employing a range of investment strategies including ETFs, mutual funds, and options.

Active portfolio management ESG / Sustainable investing Concentrated stock management Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner

Kendall M

Series 66

Rushville, IN

Edward Jones

Kendall Manlief is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Kendall worked at the Moosmann Training Center and Debrooke Equine Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Retired Founder/Business Owner Executive

Devon N

Series 66

Rushville, IN

Edward Jones

Devon Niehoff is a Series 66 licensed financial advisor with Edward Jones in Rushville, Indiana. He has eight years of industry experience, including roles at Rush County Feed, Rush County Schools, and Fraley & Schilling Inc before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages more than $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Retired Founder/Business Owner Executive
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Marrisa T

Series 63, Series 65

Rushville, IN

LPL Financial

Marrisa Taylor is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and eight years of industry experience. Her prior roles include positions at Flagstar Bank, Infinex Investments, and Wells Fargo. Outside of her advisory work, she operates a hobby farm where she raises and sells rabbits, goats, poultry, and eggs, and she serves as president of the Breakfast Optimist Club of Rushville. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits through a national network of advisors. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with research-supported model portfolios and technology-driven strategies.

College savings (529s, UTMA, etc.)
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John B

Series 66

Waldron, IN

LPL Financial

John Barker is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company, as well as MetLife Securities Inc. Barker has an interest in farmland real estate rental outside of his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and various investment technologies.

College savings (529s, UTMA, etc.)

Tony F

Series 66

Rushville, IN

Edward Jones

Tony Fudge is a financial advisor with Edward Jones in Rushville, Indiana, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, Fudge serves as a special deputy for armed security at the Rush County Sheriff's Department and is a member of the Richland Township Advisory Board, which manages local community assistance programs. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated financial services through a nationwide network of more than 23,000 advisors.

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