Kevin Everson

Advisor at Edward Jones — Wakefield, MI

Updated today

Credentials

Series 66

Experience

7 years

Location

Wakefield, MI 49968

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,149 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Kevin Everson is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Prior to joining the firm, he worked at Ironwood Plastics for 14 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products supported by a large network of financial advisors and branches nationwide.

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 retirement planning

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

Wakefield, MI

310 Hwy Us 2

Wakefield MI 49968

Advisors at this office

1

Most active in

Michigan · Texas

Work history

7 years of industry experience

Edward Jones

2019 - Present • 7 years

St Louis, MO

Ironwood Plastics

2005 - 2019 • 14 years

Ironwood, MI

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

Paul L

CFP®, Series 63, Series 65

Hurley, WI

Advisory Services Network

Paul Landers is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Advisory Services Network since 2020. His prior work includes roles at Cetera and LPL Financial. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm offers a range of portfolio management and consulting services, employing strategies tailored to clients’ objectives and risk tolerances.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive

Jeffrey C

Series 66

Ironwood, MI

Ameriprise

Jeffrey Cornelius is a Financial Advisor at Merrill Lynch Wealth Management. He brings seven years of experience across Bank of America and Merrill, with a background including banking, lending, and wealth management. This diverse experience enables him to advise clients with a comprehensive perspective on financial decision-making. Jeffrey works closely with individuals and families to develop personalized financial strategies that address investments, liquidity needs, credit strategies, and long-term planning objectives. His approach is centered on thoughtful planning and informed decision-making, helping clients navigate financial opportunities and challenges with confidence. His areas of focus include college education planning, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, and retirement income. He holds a Bachelor's Degree from the College of Coastal Georgia and professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of work, Jeffrey enjoys antiquing, football, golfing, and spending time with his family.

General retirement planning Retirement income strategy Wealth management College savings (529s, UTMA, etc.) Charitable giving & philanthropy Approaching retirement
user avatar

Nathan M

Series 66

Ironwood, MI

Thrivent Investment Management

Nathan Musolff is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and six years of industry experience. He has worked with Thrivent Financial and Thrivent Investment Management since 2016. Prior to his financial career, Musolff served at the Antigo Police Department for 21 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based analyses and planning on a broad range of topics, allowing clients to combine planning with managed-account programs while keeping the services separate.

Business ownership considerations
user avatar

Simon S

Series 66

Ironwood, MI

Ameriprise

Simon Store is a Series 66-licensed financial advisor with Ameriprise in Ironwood, Michigan, and has six years of industry experience. His prior roles include positions at Wipfli LLP and Makela, Pollack & Ahonen PLLC. Outside of his advisory work, he is co-owner of Astronomy Holdings LLC and serves on the board of the Gogebic Country Club. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing tailored, non-discretionary recommendations through a centralized consulting team. The firm combines research, modeling, and tax-efficiency analysis to support income planning and manages a broad range of advisory, brokerage, and insurance solutions.

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

Rebecca L

Series 63, Series 66

Ironwood, MI

Edward Jones

Rebecca Lynch is a financial advisor at Edward Jones with 24 years of industry experience. She has been with Edward Jones since 2001 and holds Series 63 and Series 66 licenses. Outside of her advisory work, she provides horseback riding lessons and training on a part-time basis. 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 approximately $1.01 trillion in assets and offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Divorce financial planning Business ownership considerations Military & Veterans Founder/Business Owner
user avatar

Caitlin L

Series 66

Ironwood, MI

Edward Jones

Caitlin Lynch is a financial advisor at Edward Jones with a Series 66 designation and 2 years of industry experience. Prior to joining Edward Jones, she worked at Don & GG's for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee accounts, separately managed accounts, and affiliated mutual funds, and is recognized for its extensive retail advisor and branch network.

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