Jerod Kolden

Advisor at Edward Jones

Updated today

Location

Thief River Falls, MN 56701

Credentials

Series 63

Industry experience

25 years

About

Jerod Kolden is a financial advisor with Edward Jones in Thief River Falls, MN, holding a Series 63 designation and over 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance Wealth management

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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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

322 Horace Ave N Suite 1

Thief River Falls, MN 56701

Most active in

Minnesota · Texas

Work history

Edward Jones

2000 - Present (26 years)

Disclosures

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

Business activities & affiliations

Kevin R

CFP®, Series 66

Thief River Falls, MN

Edward Jones

Kevin Roberts is a CFP® and holds a Series 66 license with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Choice Financial, Red River Human Services, the University of Missouri, and Ameriprise Financial. 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 investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Divorce financial planning General estate planning guidance Military & Veterans

Todd M

Series 66

Thief River Falls, MN

Edward Jones

Todd Mack is a financial advisor with Edward Jones in Thief River Falls, MN, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across various segments, including pension plans and charitable organizations. The firm offers discretionary and non-discretionary investment strategies, tax-efficient services, and operates under a fiduciary standard, supported by a nationwide network of more than 23,700 financial advisors.

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

Bailee L

Series 66

Thief River Falls, MN

Edward Jones

Bailee Larson is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Bailee worked at DigiKey and has held positions in various other organizations including the American Legion and the University of North Dakota. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

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

Kaylee S

Series 66

Thief River Falls, MN

Thrivent Investment Management

Kaylee St Germain is a financial advisor with Thrivent Investment Management in Thief River Falls, MN, holding a Series 66 designation and having 10 years of industry experience. She has been with Thrivent and its affiliated firms since 2015. Outside of her advisory role, she serves on the board of the Falls Under 40 Young Professional Network and coaches junior Olympic volleyball for local youth. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers integrated planning and managed-account programs with periodic reviews delivered through a large network of financial advisors.

Business ownership considerations

Patrick T

CFP®, Series 63, Series 65

Thief River Falls, MN

Edward Jones

Patrick Thibert is a CFP® professional with 26 years of experience in the financial services industry. He has been with Edward Jones since 2001. Outside of his advisory role, he is president of the Lambda Chi Alpha House Corporation and is involved in establishing a recreational vehicle parts business. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

General retirement planning Retired Founder/Business Owner Executive

Andrew S

Series 66

Thief River Falls, MN

Edward Jones

Andrew Solem is a financial advisor at Edward Jones with seven years of industry experience. Prior to joining Edward Jones in 2018, he spent ten years at AgCountry Farm Credit Services. Outside of his advisory work, he co-owns a family farm in Thief River Falls, MN, where he manages a small purebred Angus cattle operation alongside his father. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and provides a broad range of advisory services through a nationwide network of over 23,700 financial advisors.

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