Kaleb Brzon

Advisor at Edward Jones

Updated today

Location

Colby, KS 67701

Credentials

CFP®, Series 66

Industry experience

11 years

About

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.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

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

485 N Court Ave

Colby, KS 67701

Most active in

Kansas · Texas

Work history

Edward Jones

2014 - Present (12 years)

Disclosures

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

Business activities & affiliations

user avatar

James B

Series 66

Colby, KS

LPL Financial

James Brackett is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, he is associated with Oliver & Associates in Colby, Kansas. 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 variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Brett W

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 13 years of industry experience. He has previously worked at Purshe Kaplan Sterling Investments, Thrivent Advisor Network, Thrivent Investment Management, Thrivent Financial, Ameriprise Financial Services, and Morgan Stanley. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
user avatar

Brent W

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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar

Sara J

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.

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