Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
4 years
Location
Monticello, IN 47960
Edward Jones
Institution
Kristina Hunt Shidler is a Series 66–licensed financial advisor at Edward Jones with four years of industry experience. She has worked at Edward Jones since 2021 and has prior experience with NuSkin and Mary Kay. Outside of her advisory role, she has been involved as a brand affiliate and independent beauty consultant in the skin care industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.
Based on Edward Jones
Based on Edward Jones
$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)
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.
Monticello, IN
902 N Sixth St Suite B
Monticello IN 47960
Advisors at this office
2
Indiana
4 years of industry experience
Edward Jones
2021 - Present • 5 years
St Louis, MO
NuSkin
2020 - 2021 • 1 year
Provo, UT
Mary Kay
2015 - 2021 • 6 years
Addison, TX
FRATCO, Inc
2011 - 2021 • 10 years
Francesville, IN
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Wolcott, IN
Gerber Wealth, LLC
Robert Gerber is the principal and sole advisor at Gerber Wealth, LLC, an independent firm based in Wolcott, Indiana. He holds Series 63 and Series 65 licenses and has 34 years of industry experience, including prior roles at Next Financial Group Inc and self-employment since 1988. Gerber serves on several local boards, including a public school board and nonprofit education and community development organizations. Gerber Wealth, LLC provides financial planning, retirement plan consulting, and oversight of third-party investment advisers for individuals, high-net-worth clients, and business entities. The firm matches clients with external advisers based on their goals and risk profiles and conducts ongoing monitoring, while outsourcing portfolio management and custody.
Series 65, Series 66
Monticello, IN
Pampel & Associates, Inc.
Eric Pampel is a financial advisor with Pampel & Associates, Inc. in Monticello, IN, holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. He has been with Pampel & Associates since 2000 and has also worked at Pampel Securities, Inc. since 1998. In addition to his advisory role, he is an independent insurance agent. Pampel & Associates serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and financial planning, using a combination of fundamental, technical, and cyclical analysis, and emphasizes client education through public seminars and workshops.
Series 65
Monticello, IN
Pampel & Associates, Inc.
Austin Woolley is a financial advisor at Pampel & Associates, Inc. with four years of industry experience. He holds the Series 65 designation and has worked at Pampel & Associates since 2021. His prior experience includes positions at AuthenticX, Regions Bank, and other firms. Pampel & Associates serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management and financial planning, utilizing a combination of fundamental, technical, and cyclical analysis, and emphasizes client education through seminars and workshops.
Series 63
Delphi, IN
StoneX Advisors Inc.
Richard Quirk is a financial advisor with StoneX Advisors Inc., holding a Series 63 designation and bringing 47 years of industry experience. He has been with StoneX Advisors since 2015 and StoneX Securities since 2014. Outside of his firm role, he owns Quirk Investments, through which he sells investment and insurance products. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA plan consulting, and related services. The firm utilizes advisor-managed portfolios, proprietary model solutions, and third-party money managers across various platforms to implement investment strategies.
Series 63, Series 65
Monon, IN
Private Advisor Group, LLC
James Mehok is a financial advisor at Private Advisor Group, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Private Advisor Group since 2018. Prior to that, he was with Independent Financial Partners from 2015 to 2018 and has been associated with Harvest Financial Planning LLC and LPL Financial since 2013. He is also a commissioned notary public. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment strategies and third-party asset management programs.
Series 66
Delphi, IN
Edward Jones
Adam Blankenberger is a financial advisor with Edward Jones in Delphi, IN, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. 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 wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
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