Leann Nickel

Advisor at Edward Jones

Updated today

Location

El Dorado, KS 67042

Credentials

Series 63, Series 66

Industry experience

21 years

About

Leann Nickel is a financial advisor with Edward Jones in El Dorado, KS, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She has been with Edward Jones since 2004. Outside of advising, she owns farm land in Kansas that is rented out and used for raising cattle. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and providing various tax-efficient and alternative investment services.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Charitable giving & philanthropy Business ownership considerations Business exit / sale strategy Retirement income strategy Multi-generational wealth transfer

Occupation focus

Founder/Business Owner

Demographic focus

Intergenerational Families

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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

112 W Central Ave

El Dorado, KS 67042

Most active in

Kansas · Texas

Work history

Edward Jones

2004 - Present (22 years)

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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