Leah Hoeft

Advisor at Edward Jones — Brainerd, MN W Laurel St

Updated today

Credentials

Series 66

Experience

2 years

Location

Brainerd, MN 56401

Edward Jones logo

Edward Jones

Institution

Total advisors

24,095

Across 14,148 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Leah Hoeft is a financial advisor with Edward Jones in Brainerd, MN, holding a Series 66 license and having one year of industry experience. She previously worked for Morrie's for ten years. Outside of her advisory role, she owns and operates Ripley Farms LLC, a business involved in hay and animal sales. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment solutions, and affiliated financial services through a nationwide network of advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning

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

Brainerd, MN W Laurel St

314 W Laurel St

Brainerd MN 56401

Advisors at this office

2

Most active in

Minnesota · Texas

Work history

2 years of industry experience

Edward Jones

2024 - Present • 2 years

St Louis, MO

Morrie's

2014 - 2024 • 10 years

Little Falls, MN

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

Derek N

Series 63, Series 65

Crosby, MN

EFS Advisors

Derek Nyvold is a financial advisor at EFS Advisors with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining EFS Advisors, he worked at POOLCORP for 13 years. EFS Advisors provides investment advisory and financial consulting services to individual clients, business entities, charitable organizations, qualified retirement plans, estates, and trusts. The firm uses a client-centric suitability scoring system to recommend model portfolios and offers continuous supervisory portfolio management with discretionary authority when agreed.

Options & derivatives strategies Educators, Teachers, and Academics
user avatar

Noah G

Series 65, Series 63

Crosby, MN

EFS Advisors

Noah Gindorff is a financial advisor at EFS Advisors with two years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining EFS Advisors, he worked at Advanced Advisor Group LLC and Northwestern Mutual. Outside of his advisory role, he serves as a sideline analyst for NDSU Football radio broadcasts. EFS Advisors provides investment advice and portfolio management to individuals, businesses, charitable organizations, qualified retirement plans, estates, and trusts. The firm employs a client-centric suitability scoring process to recommend model portfolios and integrates technology, including proprietary household-aggregation software and AI tools, to support advisor judgment.

Options & derivatives strategies Educators, Teachers, and Academics
user avatar

Stanley N

Series 63

Crosby, MN

EFS Advisors

Stanley Nagorski is a financial advisor at EFS Advisors with 19 years of industry experience. He holds a Series 63 designation and has been with Advanced Advisor Group, LLC since 2007. EFS Advisors provides investment advice and portfolio management to individuals, business entities, charitable organizations, qualified retirement plans, estates, and trusts. The firm uses a client-centric suitability scoring process to recommend model portfolios, conducts quarterly fund performance reviews, and supplements advisor judgment with proprietary technology and AI tools.

Options & derivatives strategies Educators, Teachers, and Academics
user avatar

Thomas T

Series 63

Brainerd, MN

Private Advisor Group, LLC

Thomas Teasck is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 26 years of industry experience. He has worked at Private Advisor Group since 2013 and LPL Financial since 2012, while also maintaining a longstanding affiliation with Bruce Johnson & Associates since 1991. Outside of his advisory roles, he is involved in a CPA affiliate program and acts as a solicitor for Private Advisor Group. Private Advisor Group is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, providing portfolio management, financial planning, retirement consulting, and access to third-party asset management programs.

Retired Founder/Business Owner
user avatar

Eric N

Series 66

Brainerd, MN

Private Advisor Group, LLC

Eric Nesheim is a financial advisor at Private Advisor Group, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2012. Nesheim operates under the DeRosier and Associates name as part of his advisory services. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Retired Founder/Business Owner
user avatar

Brian D

Series 63, Series 65

Brainerd, MN

Private Advisor Group, LLC

Brian Derosier is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 licenses. He has 32 years of industry experience, including roles at LPL Financial and operating his own advisory business, Brian Derosier and Associates, Inc., since 2003. Additionally, he serves as a notary public. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, and corporate plans. The firm offers a range of portfolio management and financial planning services, utilizing various investment strategies and third-party asset management programs.

Retired Founder/Business Owner
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