Jacob Lindgren

Advisor at Edward Jones

Updated today

Location

Huron, SD 57350

Credentials

Series 66

Industry experience

11 years

About

Jacob Lindgren is a financial advisor at Edward Jones in Huron, South Dakota, with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. 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 under management through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment solutions, tax-efficient services, and affiliated mutual funds.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Business ownership considerations Retirement income strategy Wealth management

Occupation focus

Founder/Business Owner

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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

259 Dakota Ave South Suite 1

Huron, SD 57350

Most active in

South Dakota · Texas

Work history

Edward Jones

2014 - Present (12 years)

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

Sherman G

CFP®, Series 63, Series 66

Huron, SD

Wells Fargo Advisors

Sherman Gose is a CFP® certificant with 33 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2012. He is based in Huron, South Dakota. Outside of his advisory work, Gose serves as a commissioner on the South Dakota State Fair Commission. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu tailored to clients meeting a net-worth threshold, covering areas such as retirement, education, risk, wealth-transfer, and specialized planning needs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Steven G

CFP®, Series 63, Series 66

Huron, SD

Wells Fargo Advisors

Steven Gohn is a CFP® with 33 years of industry experience and has been with Wells Fargo Advisors since 2012. He holds Series 63 and Series 66 licenses and is based in Huron, South Dakota. Outside of his advisory role, he co-owns Fieldstone Group LLC, a commercial real estate business, and serves as a notary public. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations through comprehensive planning tools and supports a broad range of client needs including retirement, education, and niche planning areas.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Gordon W

CFP®, ChFC®, Series 63, Series 65

Huron, SD

Raymond James Financial

Gordon Wollman is a financial advisor with Raymond James Financial Services, holding CFP® and ChFC® designations and possessing 32 years of industry experience. He has been with Raymond James since 2009. Outside of his advisory role, he serves as a trustee for Huron Christian Church and is an author currently writing a book. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through comprehensive client assessments and supported by a broad affiliate network.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Connor G

Series 66

Huron, SD

Wells Fargo Advisors

Connor Gose is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and having one year of industry experience. Prior to joining Wells Fargo Advisors in 2023, he served six years in the United States Air Force and worked at AgSense from 2015 to 2017. Outside of his advisory role, he owns a government contracting business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting certain net-worth thresholds and integrates advisory services with other financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Joshua C

Series 66

Huron, SD

Edward Jones

Joshua Carr is a financial advisor with Edward Jones, holding a Series 66 designation and beginning his investment career in 2025. Prior to joining Edward Jones, he operated Carr Chiropractic Clinic for 16 years. Outside of his advisory role, he is a partner and owner at Carr Partners, a building ownership business in Miller, South Dakota. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branches.

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

Series 66

Huron, SD

Wells Fargo Advisors

Trent Francom is a financial advisor with Wells Fargo Advisors in Huron, South Dakota, holding a Series 66 designation and three years of industry experience. He has been with Wells Fargo Advisors since 2018 and previously worked at Huron High School. In addition to his advisory role, he has been associated with South Dakota State University since 2017. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including niche areas such as business-owner transition planning and special-needs analysis.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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