Kevin Hurley

Advisor at Edward Jones

Updated today

Location

Olivia, MN 56277

Credentials

Series 66

Industry experience

5 years

About

Kevin Hurley is a Series 66 licensed financial advisor with Edward Jones, where he has worked since 2022. He has four years of industry experience, including prior roles at Wells Fargo Bank and Wells Fargo Clearing. Before transitioning to finance, he worked in operations at FedEx and West Central Steel. 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 and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

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

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

2515 West Lincoln Avenue

Olivia, MN 56277

Most active in

Minnesota · Texas

Work history

Edward Jones

2022 - Present (4 years)

Wells Fargo Bank, NA

2021 - 2022 (1 year)

Wells Fargo Clearing

2021 - 2022 (1 year)

Fed-Ex

2020 - 2021 (1 year)

Unemployed

2020 - 2020 (1 year)

West Central Steel

2010 - 2020 (10 years)

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

Tami S

Series 63, Series 65

Bird Island, MN

LPL Financial

Tami Stovern is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She previously worked at Investment Centers of America, Inc. from 2003 to 2017 before joining LPL Financial in 2017. Stovern serves as a board member of the Bird Island Hawk Creek Mutual Insurance Company. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired

Austin N

Series 66

Olivia, MN

Edward Jones

Austin Neubauer is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2021. Prior to this, he was involved with Turnkey Properties of Minnesota and Southern Minnesota Beet Sugar Cooperative. Outside of his advisory role, Neubauer owns several storage unit businesses in Minnesota. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
user avatar

Joseph S

Series 66

Olivia, MN

Raymond James Financial

Joseph Schulte is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones and has experience in banking and municipal roles. Schulte is also the CEO of JPSchulte Wealth Advisors and Joe Schulte Properties, a business that owns the building where his advisory firm operates. Raymond James Financial Services Advisors, Inc. serves a wide range of clients, including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations supported by firm research and access to various managed account programs.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Cory H

Series 63

Olivia, MN

OSAIC

Cory Hebrink is a financial advisor at OSAIC with 18 years of industry experience. He holds a Series 63 designation and has worked previously at Securities America Advisors, Inc. and SECURITIES AMERICA, inc. Outside of his advisory work, Hebrink serves as a board member for the Renville County West School Board and is the secretary of the RCW Baseball/Softball Association. He also holds a short-call substitute teaching license and has experience in insurance sales involving investment products. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that provides advisory and brokerage services to a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process using risk tolerance assessments, asset allocation software, and portfolio optimization, supporting thousands of advisors and managing approximately $200 billion in assets.

Annuities Founder/Business Owner Executive Retired
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