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 65
Experience Industry experience
16 years
Location
Millersburg, MI
Edward Jones
Institution
Lana Hurley is a financial advisor at Edward Jones with 16 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at firms including CIG Capital Advisors, Legacy Financial Network Advisors Inc, and Waddell & Reed Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies and affiliated investment products. The firm has a large network of financial advisors and branch offices and manages approximately $1.01 trillion in assets under management.
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.
Millersburg, MI
Millersburg MI
Advisors at this office
1
Michigan · Missouri
16 years of industry experience
Edward Jones
2022 - Present • 4 years
St Louis, MO
CIG Capital Advisors
2021 - 2022 • 1 year
Southfield, MI
Legacy Financial Network (LFN) Advisors Inc
2021 - 2021 • 1 year
Kentwood, MI
Waddell & Reed Inc
2020 - 2020 • 1 year
Creve Coeur, MO
Jeffrey Portman
2020 - 2020 • 1 year
Creve Coeur, MO
Robert half
2020 - 2021 • 1 year
Grand Rapids, MI
Tommy's Boats
2019 - 2020 • 1 year
Comstock Park, MI
Graduate School
2018 - 2019 • 1 year
Hudsonville, MI
Edward Jones
2001 - 2018 • 17 years
St Louis, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A bankruptcy, a compromise with creditors (such as a short sale) or a brokerage liquidation.
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 66
Rogers City, MI
Edward Jones
Courtney Mertz is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones as an advisor, she worked at Mid Michigan Medical Center for eight years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and supports a nationwide network of more than 23,700 advisors.
Series 66
Rogers City, MI
Edward Jones
Matthew Bredow is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2017. Prior to his advisory role, he was employed by Rogers City Area Schools and the City of Rogers City Police Department. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 advisors and 15,000 branch offices.
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