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Credentials
CFP®, Series 66
Experience Industry experience
15 years
Location
Cherokee, IA 51012
Edward Jones
Institution
Jacob Rochleau is a CFP® professional with 14 years of industry experience, currently serving at Edward Jones since 2011. He holds the Series 66 designation and is based in Cherokee, Iowa. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
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.
Cherokee, IA
400 West Main Street
Cherokee IA 51012
Advisors at this office
1
Iowa · Texas
15 years of industry experience
Edward Jones
2011 - Present • 15 years
St Louis, MO
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.
Series 65
Cherokee, IA
Royal Fund Management, LLC
Paul Fokken is a financial advisor with Royal Fund Management, LLC, holding a Series 65 designation and eight years of industry experience. He is also the sole proprietor of Fokken Financial Services, where he sells life, long-term care, and disability insurance, as well as annuities. Royal Fund Management serves individual investors, corporations, and retirement plans, offering portfolio management, financial planning, and pension consulting. The firm utilizes a variety of investment strategies and provides both discretionary and held-away advice, managing approximately $1.55 billion in assets with a team of 84 advisors.
Series 66
Aurelia, IA
LPL Financial
Brandon Slaughter is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of experience in the industry. His prior work includes roles at Morgan Stanley DW Inc. and Broker Dealer Financial Services Corp. Beyond his advisory duties, he serves as a high school official for multiple sports and coaches junior varsity girls softball in Cherokee, Iowa. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its advisors with model portfolios, third-party asset management, and institutional platforms, combining scale with a broad array of financial products and services.
Series 66
Aurelia, IA
Thrivent Investment Management
Elwyn Kempfert is a financial advisor with Thrivent Investment Management in Aurelia, IA, holding a Series 66 designation and 19 years of industry experience. He has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”
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