Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
1 year
Location
Morris, MN 56267
Edward Jones
Institution
Holly Giese is a financial advisor at Edward Jones with 14 years of experience. She holds a Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.
Based on Edward Jones
Based on Edward Jones
$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)
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.
Morris, MN 712 Atlantic Avenue
712 Atlantic Avenue
Morris MN 56267
Advisors at this office
3
Minnesota · Texas
1 year of industry experience
Edward Jones
2012 - Present • 14 years
Morris, MN
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65
Morris, MN
Encore Wealth Advisors
Timothy Schaefer is a CERTIFIED FINANCIAL PLANNER™ with 32 years of industry experience. He is the sole advisor at Encore Wealth Advisors, where he has worked since 2025, and previously held roles at LPL Financial and Securities America. Outside of advising, he owns Encore Consultants, LLC, providing business consulting services to current and prospective business owners as well as those planning business exits. Encore Wealth Advisors is a fee-only registered investment adviser managing approximately $122 million for individuals, retirement plans, charitable organizations, and businesses. The firm offers wealth management, retirement plan consulting, and financial planning, employing both passive and active investment strategies and providing educational seminars on financial topics.
Series 65
Morris, MN
OneAscent Financial Services LLC
Isaiah Flaten is a financial advisor at OneAscent Financial Services LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at AgCountry Farm Credit, Vision Bank, and North Dakota State University. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and other institutions. The firm offers discretionary and non-discretionary asset management and financial planning through individualized asset-allocation strategies, model-based platforms, and outsourced CIO and CCO services.
Series 63, Series 65
Morris, MN
OneAscent Financial Services LLC
Matthew Dorweiler is a financial advisor with OneAscent Financial Services LLC, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and LPL Financial. Outside of advising, he serves with the Chokio Fire Department. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, and institutions with personalized asset management, planning, and consulting services. The firm employs a range of investment programs including model-based platforms and offers additional services such as outsourced CIO and CCO functions.
CFP®, Series 63, Series 65
Morris, MN
OneAscent Financial Services LLC
Tamela Sperr is a Certified Financial Planner (CFP®) with 32 years of industry experience. She is currently with OneAscent Financial Services LLC and has held positions at firms including Edward Jones and LPL Financial. Sperr is also involved in insurance sales as a secondary business activity. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm offers customized asset management, financial planning, and consulting services, utilizing a combination of advisor-managed, model-based, and automated investment programs.
Series 63, Series 65
Morris, MN
Cetera
Spencer Huggett is a financial advisor with Cetera, holding Series 63 and Series 65 registrations and bringing 24 years of industry experience. He has held roles at LPL Financial, Investment Centers of America, and currently serves as a basketball coach and program organizer for youth sports organizations. In addition to his financial advisory work, he is involved in family farm management and serves as vice president of the City of Roslyn City Council. Cetera Investment Advisers LLC is a nationwide independent advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and advisory services through a multi-manager platform that includes affiliated and third-party money managers, providing flexible investment solutions across various program structures and custodial relationships.
Series 66
Morris, MN
Edward Jones
Kent Swenson is a financial advisor with Edward Jones in Morris, MN, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he is president of Lone Tree Storage, a storage shed rental business in Morris. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worths, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.
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