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®, ChFC®, Series 63, Series 66
Experience Industry experience
18 years
Location
Stonewall, LA 71078-9301
Edward Jones
Institution
Kaye Ochetto is a CFP® and ChFC® with 17 years of industry experience. She has been with Edward Jones since 2015. 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 through a nationwide network of financial advisors and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
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.
Stonewall, LA
4974 Highway 3276 Suite F
Stonewall LA 71078-9301
Advisors at this office
1
Louisiana · Texas
18 years of industry experience
Edward Jones
2015 - Present • 11 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.
CFP®, Series 66
Shreveport, LA
Lyons Capital Group
Jeffrey Lyons is a CFP®-certified financial advisor with 15 years of industry experience. He is a principal at Lyons Capital Group in Shreveport, LA, and previously worked at Raymond James & Associates for 12 years. Lyons also speaks to clients about life settlement investments as an alternate investment option. Lyons Capital Group provides personalized financial planning and non-discretionary investment advisory services to individuals, including high-net-worth clients, as well as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm emphasizes a tailored financial planning process and manages client assets on a non-discretionary basis while often recommending external managers in a hybrid oversight arrangement.
Series 66
Shreveport, LA
Wingo Asset Management, LLC
William Mccollum is a financial advisor at Wingo Asset Management, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Wealthcare Advisory Partners LLC and Eagle Financial Management Services, over the past two decades. Wingo Asset Management serves as an investment manager for pooled and institutional assets, offering retirement plan consulting and fixed-fee comprehensive financial planning. The firm uses model-based strategies grounded in fundamental, value-oriented analysis and routinely manages third-party sub-advisers to align with client objectives.
Series 65
Shreveport, LA
Wingo Asset Management, LLC
John Wingo is a financial advisor with Wingo Asset Management, LLC in Shreveport, LA, holding a Series 65 designation and seven years of industry experience. He previously worked at RFG Advisory, LLC and has managed Wingo Wealth, LLC since 2014, where he markets various insurance products. Outside of investment advisory services, he is involved as a managing partner in several non-investment businesses including self storage and document storage ventures. Wingo Asset Management provides comprehensive financial planning, discretionary portfolio management, sub-advisory services, and retirement plan consulting to both individual and institutional clients. The firm employs a value-oriented investment approach with strategically allocated model portfolios and emphasizes absolute returns utilizing tactical allocation and alternative investment strategies.
PFS™
Shreveport, LA
Castellano & Associates
Arnold Castellano is a financial advisor at Castellano & Associates with 13 years of industry experience. He holds the PFS™ designation and has been involved with Arnold Castellano & Associates since 1987. Castellano maintains an active CPA/PFS tax practice alongside his advisory role. Castellano & Associates serves individual investors, including high-net-worth clients, and retirement plan sponsors, managing approximately $160.6 million for about 380 clients. The firm provides discretionary asset management, comprehensive financial planning, and ERISA plan services, integrating tax planning and preparation with its financial advisory work.
CFP®, Series 66
Shreveport, LA
Lyons Capital Group
Jonathan Terry is a CFP® and holds a Series 66 license with three years of industry experience. He is currently a financial advisor at Lyons Capital Group and has held positions at The Leaders Group, Raymond James & Associates Inc., and Tauzin Financial Group. Lyons Capital Group provides personalized financial planning and investment advisory services to individuals, including high-net-worth clients, as well as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm offers non-discretionary investment management, focusing on tailored financial planning and portfolios constructed using ETFs, mutual funds, equities, and other instruments.
Series 65
Shreveport, LA
Lyons Capital Group
Cole Smith is a financial advisor with Lyons Capital Group in Shreveport, LA, holding a Series 65 designation. He has one year of industry experience and previously worked at Progressive Bank and Sports South. Lyons Capital Group provides personalized financial planning and investment advisory services to individuals, including high-net-worth clients, as well as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm delivers non-discretionary investment management, retirement plan advisory, and implementation support, using a process that combines fundamental and technical analysis with a long-term orientation.
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