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Kathy Ann Quinn

Advisor at Edward Jones — Hannibal, MO Broadway

Updated today

Credentials

Series 66

Experience

2 years

Location

Hannibal, MO 63401

Edward Jones logo

Edward Jones

Institution

Total advisors

24,095

Across 14,148 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Kathy Quinn is a financial advisor with Edward Jones in Hannibal, MO, holding the Series 66 designation and 19 years with the firm. She has two years of industry experience and also works part-time in customer service for a retail catalog company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

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

See office

Hannibal, MO Broadway

625 Broadway

Hannibal MO 63401

Advisors at this office

2

Most active in

Missouri · Texas

Work history

2 years of industry experience

Edward Jones

2007 - Present • 19 years

Hannibal, MO

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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Albert P

Series 63, Series 65

Hannibal, MO

Pettibone Wealth Management, LLC

Albert Pettibone is a financial advisor at Pettibone Wealth Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Pettibone Wealth Management since 2008. Pettibone Wealth Management provides discretionary and non-discretionary investment management services to individuals, trusts, small businesses, and employee retirement plans. The firm employs an investment approach based on asset allocation and Modern Portfolio Theory, utilizing institutional research and a combination of long-term and tactical strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business sale tax planning
user avatar

Shelby T

Series 66

Hannibal, MO

Momentum Independent Network Inc.

Shelby Terrill is a financial advisor at Momentum Independent Network Inc. with 18 years of industry experience. He holds the Series 66 designation and previously worked at Stifel Independent Advisors, LLC for 10 years. Outside of his advisory role, Terrill is a co-owner and operator of a local coffee shop in Hannibal, MO, and serves on the board of the Hannibal Regional Foundation, a nonprofit supporting the local healthcare system, as well as the finance council for Holy Family Catholic Church and School. Momentum Independent Network Inc. serves individuals, corporate and institutional clients, and retirement plans with investment advisory, portfolio management, financial planning, and brokerage services. The firm offers a range of discretionary and non-discretionary portfolios through multiple managed account programs and integrates broker-dealer operations with banking and municipal advisory capabilities.

Tax-loss harvesting Wealth management Retirement income strategy Private / alternative investments Founder/Business Owner Retired Executive
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Patrick B

Series 63, Series 65

Hannibal, MO

LPL Financial

Patrick Benson is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. His prior roles include positions at Securities America Advisors and National Planning Corporation, and he has operated Benson Financial Group since 2007. Outside of advising, he is involved in managing an insurance agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisers. The firm offers various financial planning and advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Bradley K

Series 66

Hannibal, MO

Edward Jones

Bradley Kurz is a financial advisor with Edward Jones in Hannibal, MO, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory work, Kurz serves on the Board of Directors for Hannibal Regional Health System and is chairman of the Missouri United Methodist Conference Finance and Administration committee. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

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

Series 66

Hannibal, MO

LPL Financial

Aaron Hill is a Series 66 licensed financial advisor with two years of industry experience, currently affiliated with LPL Financial. He has held prior roles at Securities America Advisors and Benson Financial Group and has an academic background with positions at Culver-Stockton College and East Central University. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a broad clientele including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and various investment technologies.

College savings (529s, UTMA, etc.)
user avatar

Anthony S

Series 63, Series 66

Hannibal, MO

Edward Jones

Anthony Straube is a financial advisor with Edward Jones in Hannibal, MO, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Straube is involved in community fundraising as an Event Lead on the planning board for the American Cancer Society's Relay for Life in Marion County, Missouri. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment options. The firm is notable for its extensive retail advisor network, affiliated capabilities including a trust company and mutual funds, and a fiduciary standard in providing advisory services.

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