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Kimberly Anne Barnes

Advisor at Edward Jones — Beatrice, NE 323 Court St

Updated today

Credentials

Series 66

Experience

2 years

Location

Beatrice, NE 68310

Edward Jones logo

Edward Jones

Institution

Total advisors

24,085

Across 14,168 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Kimberly Barnes is a financial advisor at Edward Jones with a Series 66 designation and eight years of industry experience. She has worked at Edward Jones since 2018, with prior experience at Beatrice State Developmental Center and E Energy Adams, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

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

Beatrice, NE 323 Court St

323 Court St

Beatrice NE 68310

Advisors at this office

4

Most active in

Nebraska · Texas

Work history

2 years of industry experience

Edward Jones

2018 - Present • 8 years

St Louis, MO

Beatrice State Developmental Center

2018 - 2018 • 1 year

Beatrice, NE

E Energy Adams, LLC

2014 - 2018 • 4 years

Adams, NE

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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Paul G

Series 63, Series 65

Beatrice, NE

Garnett Investment Strategies

Paul Garnett is a financial advisor with Garnett Investment Strategies in Beatrice, Nebraska, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has been with Primary Wealth Management, LLC since 2016 and previously operated Garnett Insurance Solutions, LLC. Outside of his advisory role, Garnett is involved in several other business activities, including managing family-owned agricultural and business investment ventures and serving on the President's Advisory Council and Foundation Board at Truman State University. Primary Wealth Management, LLC, doing business as Garnett Investment Strategies, provides discretionary investment management and retirement-plan consulting to a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and employer plans. The firm uses an active, total-portfolio approach that integrates fundamental, technical, and cyclical analysis with a proprietary model to position portfolios toward undervalued asset classes.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Founder/Business Owner Retired
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Traci G

Series 63, Series 66

Beatrice, NE

Garnett Investment Strategies

Traci Garnett Froscheiser is a financial advisor at Garnett Investment Strategies with 17 years of industry experience. She holds Series 63 and Series 66 credentials and has a background that includes work at Broker Dealer Financial Services and managing Garnett Insurance Solutions, LLC. Outside of her advisory role, she volunteers as an ambassador for the Beatrice Area Chamber of Commerce and serves on the boards of the Gage County Humane Society Foundation and NGage, a local economic development group. Garnett Investment Strategies provides discretionary investment management and retirement-plan consulting to individuals, trusts, estates, charitable organizations, corporations, and employer retirement plans. The firm uses an active, total-portfolio approach with a proprietary reversion-to-the-mean model and offers access to multiple investment platforms, including Envestnet’s UMA, APM, and mutual fund/ETF options.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Founder/Business Owner Retired
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Heather H

Series 66

Beatrice, NE

Edward Jones

Heather Hippen is a financial advisor at Edward Jones with 14 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2012. 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 and advisory services, supported by a large network of financial advisors and branch offices.

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

Robert M

Series 63, Series 65

Beatrice, NE

Edward Jones

Robert Moran is a financial advisor at Edward Jones with 34 years of industry experience, all spent with the firm since 1992. He holds the Series 63 and Series 65 designations. In addition to his advisory role, Moran serves as vice chair of the Gage County Hospital Authority No. 1 and is a board member of the Beatrice Board of Public Works. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual households, pension plans, and charitable organizations. The firm provides a range of advisory services through its nationwide network of over 23,000 financial advisors and offers discretionary and non-discretionary investment strategies alongside affiliated mutual funds and trust services.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Jody S

CFP®, Series 66

Beatrice, NE

Wells Fargo Advisors

Jody Starr is a CFP® with 12 years of industry experience and is currently affiliated with Wells Fargo Advisors. Prior to joining Wells Fargo Advisors in 2025, Starr worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of financial advising, Starr co-owns a plumbing and HVAC business with a spouse and serves as a board member of the Fairbury Housing Authority. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, including specialized planning for business-owner transitions, special needs, and other niche areas.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner

Heath H

Series 66

Beatrice, NE

Edward Jones

Heath Hovendick is a financial advisor with Edward Jones in Beatrice, Nebraska. He holds a Series 66 designation and has one year of industry experience, including six years at Farmers Cooperative and prior roles with the YMCA of Lincoln and Beatrice Country Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets with a network of over 23,000 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management Retirement income strategy Retired Founder/Business Owner Executive
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