Jeramie Grosenbacher

Advisor at Edward Jones

Updated today

Location

Aurora, MO 65605

Credentials

CFP®, Series 63

Industry experience

27 years

About

Jeramie Grosenbacher is a CFP®-certified financial advisor with Edward Jones, based in Aurora, MO, and has 27 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he manages a purebred Simmental cattle herd. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary strategies, supported by a large nationwide 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 General retirement planning Wealth management

Occupation focus

Self-Employed

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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

103 E Olive

Aurora, MO 65605

Most active in

Missouri · Texas

Work history

Edward D. Jones & Co., L.P.

1998 - Present (28 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Michele K

Series 65

Republic, MO

Arbor Capital Management Inc

Michele Kitta is a financial advisor at Arbor Capital Management Inc with one year of industry experience. She holds a Series 65 designation and has previously worked at American National Insurance Company. In addition to her advisory role, Ms. Kitta is employed by Magellan Health, where she designs processes and conducts risk area reviews. Arbor Capital Management serves individual and high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities, providing investment management, financial planning, and portfolio monitoring. The firm combines passive index exposure with selective active management and offers sub-advisory digital asset management and business-to-business consulting through its Arbor Digital division.

Passive / index investing Active portfolio management Real estate investing Options & derivatives strategies
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Molly C

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Verona, MO

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Molly Crider is a financial advisor at Walker Asset Management, LLC with 20 years of industry experience. She holds a Series 66 designation and has worked at Walker Asset Management since 2016, following a prior role at SignalPoint Asset Management LLC. Walker Asset Management provides investment advisory and financial planning services to individuals, families, and businesses, focusing on globally diversified portfolios using stocks, bonds, mutual funds, and ETFs. The firm manages assets on a discretionary basis and operates a wrap fee program tailored to client needs.

General retirement planning
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Dennis W

Series 63, Series 65

Verona, MO

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Dennis Walker is the principal of Walker Asset Management, LLC in Verona, MO, holding Series 63 and Series 65 licenses with 43 years of industry experience. He founded Walker Asset Management in 2016 after four years at SignalPoint Asset Management LLC. Walker Asset Management provides investment advisory and financial planning services to individuals, families, and businesses. The firm employs a modern portfolio theory approach with globally diversified portfolios and manages approximately $284 million in discretionary assets through a wrap fee program.

General retirement planning
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David D

Series 63, Series 66

Galena, MO

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David Darby is a financial advisor with AGH Wealth Advisors, LLC in Galena, Missouri, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with AGH Wealth Advisors and LPL Financial since 2008. In addition to his advisory role, Darby is involved in third-party administration services related to payroll, HR, and retirement plan accounting through affiliated entities. AGH Wealth Advisors is an SEC-registered firm serving individuals, retirement plans, trusts, estates, and institutions with portfolio management, financial planning, and consulting services. The firm employs tailored, discretionary investment management using fundamental and technical analysis, operates a wrap fee program, and is affiliated with the accounting firm Allen, Gibbs & Houlik, L.C.

General retirement planning General tax planning

Kyle N

CFP®, Series 66

Republic, MO

Edward Jones

Kyle Newbold is a CFP® and holds a Series 66 license, with nine years of experience in the financial services industry. He has been with Edward Jones since 2016, following prior roles at Farmers Financial Solutions and Farmers Insurance Group. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Wealth management General estate planning guidance Doctor or Medical Professional
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Alicia D

Series 66

Republic, MO

Edward Jones

Alicia Dinges is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and previously worked at EFCO Corporation from 2009 to 2017. Outside of advising, she is involved with Triway Group Investments LLC, a golf course investment company based in Springfield, MO. 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 through a broad network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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