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
5 years
Location
Iron River, MI 49935
Edward Jones
Institution
Jaymes Aldrich is a Series 66 licensed financial advisor at Edward Jones with five years of industry experience. He previously worked for River Valley Bank/Incrediblebank for five years before joining Edward Jones in 2021. Edward Jones serves more than four million individual and institutional clients with a full range of wealth management services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.
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.
Iron River, MI
425 N 3rd Ave
Iron River MI 49935
Advisors at this office
1
Michigan · Texas
5 years of industry experience
Edward Jones
2021 - Present • 5 years
St Louis, MO
River Valley Bank/Incrediblebank
2016 - 2021 • 5 years
Houghton, MI
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
Iron River, MI
Think Wealth Management
Lucas Isaacson is a financial advisor with Think Wealth Management in Iron River, MI, holding a Series 65 designation and one year of industry experience. His background includes multiple years at Isaacson Tax & Accounting and roles at The Miners State Bank and educational institutions such as the University of Wisconsin-Green Bay and Michigan Technological University. Think Wealth Management provides portfolio management and pension consulting to individuals, pension and profit-sharing plans, charitable organizations, and business entities, offering services including investment policy development, asset allocation, and portfolio monitoring. The firm employs both cyclical and technical analysis and utilizes a range of investment vehicles with options for discretionary and non-discretionary management.
Series 63, Series 65
Iron River, MI
UBS Financial Services
Frederick Behling III is a financial advisor at UBS Financial Services with 50 years of industry experience, including more than four decades at UBS. He holds Series 63 and Series 65 designations. Outside of his advisory work, he serves on the Iron County MI Museum Endowment Board, advising on investments of endowment funds. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides a range of solutions including fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.
Series 66
Iron River, MI
LPL Financial
Ryan Meske is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. He has previously worked at First National Bank & Trust and Miners State Bank. In addition to his advisory role, he is a commissioned notary in the State of Michigan. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a variety of investment strategies and operational support tools.
Series 66
Iron River, MI
Thrivent Investment Management
Dean Kaczorowski is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. He has 23 years of industry experience, all with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Kaczorowski serves as a corporation member of Bellin Gunderson Health System, providing advisory support and participating in board elections. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning. The firm provides written recommendations on a broad range of topics without discretionary trading authority and allows clients to combine planning with managed accounts under a consolidated billing option called WealthPlan.
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