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 63, Series 66
Experience Industry experience
20 years
Location
Plaquemine, LA 70764
Edward Jones
Institution
Kyle Robichaux is a financial advisor with Edward Jones in Plaquemine, LA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he is a co-signer for a childcare business in Gonzales, LA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.
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.
Plaquemine, LA Belleview Rd
58725 Belleview Rd Suite A 1
Plaquemine LA 70764
Advisors at this office
2
Louisiana · Texas
20 years of industry experience
Edward Jones
2006 - Present • 20 years
St. Louis, MO
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
Prairieville, LA
Belle River Capital Management LLC
Teddy Theriot is the principal advisor at Belle River Capital Management LLC, an independent firm, with 20 years of industry experience. He previously worked at Theriot Walston Inc. for 10 years before founding his current firm in 2023. Theriot holds Series 63 and Series 65 licenses. Belle River Capital Management provides discretionary, fee-based portfolio management to individuals, small institutions, and corporations. The firm offers wrap-fee accounts and combines fundamental and technical analysis to tailor asset allocation and securities selection according to client objectives, serving a mix of retail and institutional clients.
CFP®, Series 65, Series 66
Baton Rouge, LA
Logical Investments, LLC
Jeffry Cobb is a CFP® with 22 years of industry experience, currently serving as the sole advisor at Logical Investments, LLC in Baton Rouge, LA. He has worked at Foresters Equity Services Inc and Logical Investments since 2011. In addition to his advisory work, he is involved in insurance sales and tax preparation through related business activities and also performs notary services for clients. Logical Investments, LLC is an independent advisory firm managing approximately $45.7 million for about 77 clients, providing discretionary portfolio management, financial planning, and tax services. The firm utilizes model-driven portfolios with hedging, alternative income strategies, and momentum-based trading, and acts as founder and general partner of a private pooled investment vehicle, Oakstone Hedged Equity, LP.
CFP®, Series 63, Series 65
Baton Rouge, LA
Graf Financial, L.L.C.
Helen Graf is a CFP®-certified financial advisor with 19 years of industry experience. She has been the principal of Graf Financial, L.L.C. in Baton Rouge, LA since 2010. Graf Financial, L.L.C. offers discretionary and non-discretionary investment management, personal financial planning, and project-based consulting for individuals, trusts, estates, corporations, and retirement plans. The firm emphasizes a value-investing approach based on fundamental analysis and provides tailored portfolio construction, regular monitoring, and detailed client reporting.
CFP®, Series 63, Series 65
Baton Rouge, LA
Global Planning Stewards LLC
Gary Haindel is a CERTIFIED FINANCIAL PLANNER™ professional with over 30 years of experience in the financial industry. He is the principal of Global Planning Stewards LLC, an independent advisory firm he founded in 2017. Haindel has also held positions at StoneX Securities Inc and Multi Financial Securities Corporation. He serves as an officer of the Kiwanis Club of Baton Rouge, a community service organization supporting underprivileged children. Global Planning Stewards LLC provides portfolio management and financial planning services primarily for individual and high-net-worth clients. The firm employs a combination of charting, fundamental analysis, modern portfolio theory, and quantitative and technical methods, offering tailored investment strategies that include long- and short-term trading and various asset classes.
Series 63, Series 65
Baton Rouge, LA
3 Rd Street Capital Management L.L.C.
Willie Warrington Jr. is the sole advisor at 3 Rd Street Capital Management L.L.C. in Baton Rouge, LA, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has led 3 Rd Street Capital Management since its founding in 2012. 3 Rd Street Capital Management provides discretionary portfolio management and investment advice to individuals, trusts, estates, businesses, charitable organizations, and institutional clients. The firm focuses on fixed-income solutions using fundamental analysis and implements tailored discretionary strategies, including a “AAA Only” fixed-income option, while managing approximately $56 million across about 78 client accounts.
CFP®, Series 66
Prairieville, LA
Bonfanti Investment Services, LLC
Michael Bonfanti is a CFP® professional with 22 years of industry experience, operating Bonfanti Investment Services, LLC in Prairieville, LA. He has worked with Bonfanti Investment Services since 2009 and was previously affiliated with LPL Financial. In addition to his advisory work, he manages an independent insurance agency and is involved in real estate through Bonfanti Realty, LLC. Bonfanti Investment Services, LLC provides fee-based discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as retirement plans such as 401(k), 403(b), pension, and profit-sharing plans. The firm emphasizes tailored portfolio management based on clients’ goals, time horizons, and risk tolerances, using a combination of modern portfolio theory and fundamental, cyclical, and technical analysis.
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