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Johnathon Eykyn

Advisor at Iwealth

Updated today

Location

Waseca, MN 56093

Credentials

Series 66

Industry experience

4 years

About

Johnathon Eykyn is a financial advisor at iWealth Financial, LLC with Series 66 registration and four years of industry experience. His prior work includes roles at Bosch and Geldner Underground, and he has been involved with the American Legion since 2018. iWealth Financial, LLC provides investment advisory and planning services to individuals, high-net-worth clients, trusts, retirement plans, and businesses. The firm offers tailored portfolio management using a variety of securities and analytical methods, with discretionary assets under management exceeding $230 million.

Client services

Based on Iwealth

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Iwealth

Active portfolio management

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Fee options

Fixed

Flat fees up to $50,000 for financial planning and consulting services; retirement plan consulting fees may be flat fees.

Percentage

up to 1.90% annually

Commissions

Representatives may earn commissions for sales of securities or investment products as registered representatives of LPL Financial LLC.

Project-based

Hourly fees up to $500/hour for financial planning and consulting services.

Other

Fee-only: Hourly fees up to $500/hour and flat fees up to $50,000 for financial planning and consulting services; fees may be waived for investment management clients.

Location

213 15 Th Avenue Ne

Waseca, MN 56093

Most active in

Minnesota · Texas

Work history

iWealth Financial, LLC

2024 - Present (2 years)

ICA Group Wealth Management, LLC

2021 - Present (5 years)

iWealth

2021 - Present (5 years)

LPL Financial LLC

2021 - Present (5 years)

iWealth

2021 - 2021 (1 year)

Bosch

2020 - 2021 (1 year)

Geldner Underground

2019 - 2019 (1 year)

American Legion

2018 - Present (8 years)

Gustavus Adolphus College

2017 - 2021 (4 years)

Waseca County Highway Department

2017 - 2020 (3 years)

City of Onalaska-Omni Center

2016 - 2017 (1 year)

Wenger

2015 - 2016 (1 year)

Yellow Mushroom

2014 - 2017 (3 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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Matthew P

Series 66

Waseca, MN

Iwealth

Matthew Potter is a financial advisor with iWealth Financial, LLC, holding a Series 66 license and two years of industry experience. Prior to joining iWealth, he worked at JND Legal Administration and taught at Waseca High School. Outside of his advisory role, he is involved in farming activities. iWealth Financial, LLC provides investment advisory and planning services to individuals, high-net-worth clients, trusts, retirement plans, and businesses. The firm manages discretionary assets over $230 million, employing a diversified investment approach that includes individual securities, ETFs, options, and third-party managers, with a broad planning scope that encompasses tax and retirement-plan consulting.

Active portfolio management
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Shawn P

Series 63, Series 66

Waseca, MN

Iwealth

Shawn Pomeroy is a financial advisor with LPL Financial, holding Series 63 and 66 licenses and bringing 14 years of industry experience. He has worked with several firms, including Investment Centers of America, ICA Group Wealth Management, and iWealth Financial, where he provides investment advisory services. Pomeroy is also a Minnesota notary. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a wide range of investment solutions, combining advisory operations with non-advisory product offerings.

Active portfolio management
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Gary G

Series 63

Waseca, MN

Iwealth

Gary Guentzel is a financial advisor with iWealth Financial, LLC, holding a Series 63 designation and over 37 years of industry experience. He previously worked at Triad Advisors, Inc. for ten years and LPL Financial for three years before joining iWealth. Outside of his advisory role, he is co-owner of D&D Enterprises LLC and is involved in farming activities through CR Farms. iWealth Financial, LLC provides investment advisory and planning services to individuals, high-net-worth clients, trusts, employer retirement plans, and businesses. The firm employs a range of analytical and asset-allocation strategies, uses third-party managers, and offers comprehensive portfolio management tailored to client objectives.

Active portfolio management
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Bradley C

Series 63, Series 65

Waseca, MN

Iwealth

Bradley Connors is a financial advisor with LPL Financial in Waseca, MN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with firms including Investment Centers of America and ICA Group Wealth Management, and is the author of a book on retirement planning as well as a professional speaker. Connors also leads KC Holdings, Inc., a for-profit business established to run ICA operations. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Active portfolio management

Ryan G

Series 66

Waseca, MN

Edward Jones

Ryan Gustafson is a financial advisor with Edward Jones in Waseca, MN, holding a Series 66 designation and six years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Servpro and American Express. Outside of his advisory work, he owns and operates XG Enterprises LLC, which includes ventures in web design, blogging, and content creation related to hockey and personal branding. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm 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.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Stacy E

Series 66

Waseca, MN

LPL Enterprise

Stacy Ewert is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning her advisory career in 2025. She previously worked at NAU Country and Dufault CPA, each for five years, as well as Crop Risk Services for six years. LPL Enterprise provides advisory services through a large network of representatives to individuals, retirement plans, charitable organizations, and corporate clients, offering financial planning, access to model wealth portfolios, and third-party asset management programs.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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