Kevin Hanson

Advisor at Edward Jones — Boone, IA Keeler Street

Updated today

Credentials

CFP®, Series 66

Experience

8 years

Location

Boone, IA 50036

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,152 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Kevin Hanson is a financial advisor with Edward Jones in Boone, IA, holding CFP® and Series 66 credentials and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at State Farm Insurance from 2014 to 2018. 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 programs with discretionary and non-discretionary strategies, supported by a large nationwide network of financial advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance

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

See office

Boone, IA Keeler Street

823 Keeler Street

Boone IA 50036

Advisors at this office

2

Most active in

Iowa · Texas

Work history

8 years of industry experience

Edward Jones

2018 - Present • 8 years

St Louis, MO

State Farm Insurance

2014 - 2018 • 4 years

Des Moines, IA

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

Andrew R

Series 65, Series 63

Boone, IA

Russell Wealth Advisors

Andrew Russell is a financial advisor at Russell Wealth Advisors with 8 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Russell Wealth Advisors since 2017, as well as with LPL Financial and Russell Wealth Management. Russell Wealth Advisors serves individual and high-net-worth clients, trusts, estates, and business entities by providing discretionary asset management, standalone financial planning, and consulting engagements. The firm uses a combination of fundamental, technical, and cyclical analysis for portfolio management and offers tailored solutions that consider special tax and stock-related situations.

General retirement planning General tax planning Charitable giving & philanthropy
user avatar

Gary R

Series 63

Boone, IA

Russell Wealth Advisors

Gary Russell is a financial advisor at Russell Wealth Advisors with 43 years of industry experience. He holds a Series 63 designation and has worked with LPL Financial for over 30 years before joining Russell Wealth Advisors in 2017. Russell Wealth Advisors is a small firm with three advisors managing approximately $91 million for about 119 clients, primarily individual and high-net-worth households. The firm provides discretionary asset management and financial planning services, using a combination of fundamental and technical analysis alongside strategic and tactical asset allocation to tailor portfolios.

General retirement planning General tax planning Charitable giving & philanthropy
user avatar

Adam R

Series 63, Series 66

Boone, IA

Russell Wealth Advisors

Adam Russell is a financial advisor at Russell Wealth Advisors in Boone, Iowa, with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2007. Outside of advisory services, he is a business owner of Timberline Cabinet Supply Company LLC, a woodworking supply company. Russell Wealth Advisors serves primarily individual and high-net-worth households, managing approximately $91 million across three advisors. The firm combines fundamental and technical investment methods with strategic and tactical asset allocation to tailor portfolios, offering discretionary asset management as well as hourly and one-time financial planning services.

General retirement planning General tax planning Charitable giving & philanthropy
user avatar

Jeremy F

Series 66, Series 65, Series 63

Ames, IA

Principal Advised Services

Jeremy Fernandez is a financial advisor with Principal Advised Services in Ames, IA, holding Series 63, Series 65, and Series 66 licenses and bringing 12 years of industry experience. Prior to joining Principal Advised Services in 2023, he held roles at Principal Life Insurance Company and Principal Securities Inc since 2019, as well as positions in education and consulting. Outside of his advisory work, he and his spouse serve as caregivers for an adult with special needs through Easterseals Iowa. Principal Advised Services primarily provides investment advice and related services to retirement plan participants and retail IRA clients, utilizing both third-party and proprietary models to deliver non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm leverages its affiliation with the Principal Financial Group family to offer access to proprietary products and integrated services, supported by governance and supervision structures to manage conflicts of interest.

General retirement planning Retirement income strategy Income planning Retirement withdrawal strategies Cash flow / budgeting Retired
user avatar

Michelle B

Series 66

Ames, IA

Nations Financial Group, Inc.

Michelle Blenderman is a Series 66-credentialed financial advisor with 23 years of industry experience. She has been with Nations Financial Group, Inc. since 2007. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers a range of portfolio management and consulting services, employing proprietary model portfolios alongside outside managers to tailor strategies based on client objectives, risk tolerance, and liquidity needs.

Options & derivatives strategies Active portfolio management Passive / index investing Wealth management
user avatar

Pierce K

Series 66

Boone, IA

First Heartland Consultants, Inc.

Pierce Kienitz is a financial advisor at First Heartland Consultants, Inc. with a Series 66 designation. He has been with the firm since 2026 and has experience working at the University of Iowa and in education roles at various schools from 2015 to 2023. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management, third-party asset management services, and a model-based self-directed brokerage account program, utilizing a blend of fundamental, technical, and cyclical analysis along with both strategic and tactical asset allocation.

Annuities Income planning Cash flow / budgeting
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