Katherine Monkman

Advisor at Edward Jones — Thief River Falls, MN Main Ave N

Updated today

Credentials

CFP®, Series 66

Experience

7 years

Location

Thief River Falls, MN 56701

Edward Jones logo

Edward Jones

Institution

Total advisors

24,223

Across 14,151 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Katherine Monkman is a CFP®-certified financial advisor with Edward Jones, based in Thief River Falls, MN. She has eight years of experience at Edward Jones and ten years of prior work at Sanford Bemidji Medical Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a variety of investment strategies and advisory services through 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 Inheritance planning

Occupation focus

Doctor or Medical Professional

Demographic focus

Widow/Widower

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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

See office

Thief River Falls, MN Main Ave N

303 Main Ave N

Thief River Falls MN 56701

Advisors at this office

3

Most active in

Minnesota · Texas

Work history

7 years of industry experience

Edward Jones

2018 - Present • 8 years

St Louis, MO

Sanford Bemidji Medical Center

2008 - 2018 • 10 years

Bemidji, MN

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®-designated financial advisor with Edward Jones in Thief River Falls, MN, bringing eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Choice Financial, Red River Human Services, and the University of Missouri. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and supported by a nationwide network of over 23,000 advisors and 15,000 branch offices.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Divorce financial planning General estate planning guidance Multi-generational wealth transfer 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

Bailee L

Series 66

Thief River Falls, MN

Edward Jones

Bailee Larson is a Series 66-credentialed financial advisor with Edward Jones, based in Thief River Falls, MN. She has one year of industry experience and previously held positions at DigiKey and American Legion. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages over $1 trillion in assets and offers various investment strategies and advisory services through a nationwide network of financial advisors and offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Wealth management Founder/Business Owner

Jerod K

Series 63

Thief River Falls, MN

Edward Jones

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.

College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Kaylee S

Series 66

Thief River Falls, MN

Thrivent Investment Management

Kaylee St Germain is a financial advisor at Thrivent Investment Management with 10 years of industry experience. She holds the Series 66 designation and has been with Thrivent Financial since 2016. Outside of her advisory role, she serves on the board of the Falls Under 40 Young Professional Network and coaches junior Olympic volleyball for 3rd and 4th grade girls. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of financial advisors. Their approach involves holistic, goal-based analyses and offers clients the option to integrate planning with managed-account programs under a consolidated billing arrangement.

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.

Business ownership considerations Business succession planning Family Business Founder/Business Owner Doctor or Medical Professional Intergenerational Families
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