Heather Margaret Skaggs

Advisor at Edward Jones — Upper Sandusky, OH West Wyandot Ave

Updated today

Credentials

Series 66

Experience

3 years

Location

Upper Sandusky, OH 43351-1350

Edward Jones logo

Edward Jones

Institution

Total advisors

24,095

Across 14,159 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Heather Skaggs is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, she worked at The First Citizens National Bank and Peoples Savings and Loan Company. She is a partner in a family meat processing business and also serves as an office administrator for the family farm. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services, supported by a large national network of advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy

Occupation focus

Government Employee

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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

Upper Sandusky, OH West Wyandot Ave

217 West Wyandot Ave

Upper Sandusky OH 43351-1350

Advisors at this office

2

Most active in

Ohio

Work history

3 years of industry experience

Edward Jones

2023 - Present • 3 years

St Louis, MO

The First Citizens National Bank

2021 - 2023 • 2 years

Upper Sandusky, OH

Cramer Farms

2018 - 2023 • 5 years

Bucyrus, OH

Peoples Savings and Loan Company

2007 - 2021 • 14 years

Bucyrus, OH

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

Eric S

Series 66

Upper Sandusky, OH

Wesbanco Securities, Inc.

Eric Sparling is a financial advisor at WesBanco Securities, Inc. with 31 years of industry experience. He holds the Series 66 designation and has previously worked at Premier Bank, LPL Financial, Money Concepts Capital Corp., and Investment Professionals, Inc. WesBanco Securities, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm emphasizes tailored investment strategies based on client objectives, risk tolerance, and time horizon, utilizing various analytical methods and a range of managed account options.

Options & derivatives strategies Active portfolio management ESG / Sustainable investing
user avatar

Martin S

Series 63, Series 65

Upper Sandusky, OH

Eagle Strategies (NY Life)

Martin Stansbery is a financial advisor with Eagle Strategies (NY Life) who holds Series 63 and Series 65 credentials and has 15 years of industry experience. He has been associated with New York Life and related entities since 2010 and also operates Baker Financial Services, LLC d.b.a. Baker Financial Group. Outside of his advisory work, Stansbery serves as president of the Upper Sandusky Rotary Club and volunteers with the United Way of Wyandot County. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice and delivers solutions across multiple program types, including fee-based hourly advice, retirement plan consulting, and co-advisory relationships with third-party managers.

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

Chad B

Series 63, Series 65

Upper Sandusky, OH

Eagle Strategies (NY Life)

Chad Baker is a financial advisor with Eagle Strategies (NY Life) based in Upper Sandusky, Ohio. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. His work history includes roles at Baker Financial Services, LLC, also operating as Baker Moyer Financial Group and Baker Financial Group, as well as longstanding affiliations with Nylife Securities Inc. and New York Life Insurance Company since 1999. Outside of his advisory work, he is a member of Woodcock Woods, LLC, which owns a hunting camp shared with partners. Eagle Strategies serves a diverse client base that includes individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, with an emphasis on tailored recommendations and a predominantly non-discretionary asset management approach.

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

Emily W

Series 66

Upper Sandusky, OH

Eagle Strategies (NY Life)

Emily Wurm is a financial advisor with Eagle Strategies (NY Life) holding a Series 66 designation and four years of industry experience. Her prior work includes roles at NYLIFE Securities LLC, Baker Financial Group, and Nationwide Insurance. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm focuses on tailored advice and offers multiple program types, emphasizing non-discretionary asset management and fiduciary responsibilities to retirement investors.

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

Brent B

Series 63, Series 65

Upper Sandusky, OH

Cetera

Brent Barchent is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Cetera since 2012 and has also worked at First Citizens National Bank of Upper Sandusky since 2003. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers and multiple program options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive

Hilary O

Series 66

Carey, OH

Edward Jones

Hilary Orians is a financial advisor with Edward Jones in Carey, OH, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, Orians worked for nine years at City Apparel, Inc. as part of the apparel and promotional sales sector. Outside of financial advising, Orians maintains a contract role with City Apparel on a limited, weekend basis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a broad network of advisors and provides a range of investment advisory solutions, operating under a fiduciary standard.

Retirement income strategy Retirement withdrawal strategies Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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