Kent Streicher

Advisor at Edward Jones

Updated today

Location

Anamosa, IA 52205

Credentials

Series 66

Industry experience

17 years

About

Kent Streicher is a financial advisor with Edward Jones in Anamosa, Iowa, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he owns Streicher Enterprises, an LLC involved in commercial property development including plans for a new Edward Jones office building. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a large network of financial advisors and offers a range of investment strategies and affiliated financial products under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Business ownership considerations Business succession planning General estate planning guidance Wealth management

Occupation focus

Founder/Business Owner

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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

101 Davidson Blvd Suite 100

Anamosa, IA 52205

Most active in

Iowa · Texas

Work history

Edward Jones

2008 - Present (18 years)

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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Kayla P

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Retired Founder/Business Owner
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Michael O

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General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Marc K

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Business ownership considerations
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Brian G

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Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Nolan V

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Nolan Vosler Jr. is a financial advisor with LPL Financial, holding a Series 63 designation and over 37 years of industry experience. He has been affiliated with LPL Financial since 1992 and manages the investment program for First Central State Bank. Vosler is also involved with the DeWitt Noon Lions and serves as a major donor to DeWitt Community Hospital. LPL Financial provides advisory and brokerage services to a diverse client base including individuals, retirement plan sponsors, banks, institutions, and charities. The firm supports its advisors with in-house research and a variety of investment models and strategies, offering flexible solutions that range from financial planning to third-party asset management.

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Brock H

Series 66

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