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
CFP®, Series 66
Experience Industry experience
12 years
Location
Colby, KS 67701
Edward Jones
Institution
Kaleb Brzon is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds the Series 66 designation and is based in Colby, KS. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers comprehensive advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors.
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.
Colby, KS
485 N Court Ave
Colby KS 67701
Advisors at this office
2
Kansas · Texas
12 years of industry experience
Edward Jones
2014 - Present • 12 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 66
Colby, KS
LPL Financial
James Brackett is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. He has been with LPL Financial since 2010, following a year at Waddell & Reed. He is also involved with Oliver & Associates in Colby, KS. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a range of advisory and brokerage services through a large network of investment adviser representatives.
Series 63, Series 65
Colby, KS
LPL Financial
Brett Wilson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 14 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Thrivent Advisor Network, Thrivent Financial, Ameriprise Financial Services, and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, and institutions through a broad platform offering financial planning, model portfolios, third-party asset management, and institutional services. The firm supports its advisors with research-driven tools and a wide range of strategic and tactical investment options.
Series 66
Colby, KS
Ameriprise
Brent Wiedeman is a financial advisor with Ameriprise in Colby, Kansas, holding a Series 66 designation and over 26 years of industry experience. His career includes roles at Investment Professionals, Inc., Farmers & Merchants Bank, and Ameriprise Financial Services. Wiedeman serves on multiple bank boards, including Security Bancshares and Farmers & Merchants Bank of Colby, where he is also President and CEO. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.
Series 66
Colby, KS
Edward Jones
Sara Jamison is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. She has also served as an assistant equestrian team coach at Colby Community College, where she coaches Hunt Seat practice and teaches an online class on the discipline. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs and investment solutions through a large nationwide network of financial advisors.
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