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Credentials
Series 66
Experience Industry experience
14 years
Location
Slayton, MN 56172
Edward Jones
Institution
Loretta Gervais is a financial advisor at Edward Jones with a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 2012. In addition to her advisory role, she serves as a board member and secretary for the Slayton Chamber of Commerce in Slayton, MN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a wide range of household types and corporate entities. The firm manages approximately $1.01 trillion in assets, offers both discretionary and non-discretionary investment strategies, and maintains a nationwide network of financial advisors and branch offices.
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.
Slayton, MN
2558 Broadway Avenue
Slayton MN 56172
Advisors at this office
2
Minnesota · Texas
14 years of industry experience
Edward Jones
2012 - Present • 14 years
St Louis, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A client's investment-related complaint, arbitration or lawsuit, including ones that were denied, withdrawn or settled.
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 65
Slayton, MN
Avalon Financial LLC
Chad Conway is a financial advisor at Avalon Financial LLC in Slayton, MN, holding a Series 65 designation with six years of industry experience. Prior to founding Avalon Financial, he operated Conway Financial Consulting, LLC from 2016 to 2018 and was employed by the YMCA from 2018 to 2023. Avalon Financial provides discretionary investment management and complimentary financial planning to private individuals, focusing on long-term, buy-and-hold strategies with an emphasis on U.S. stocks and fundamental analysis. The firm offers personalized portfolio management within client risk profiles, quarterly reporting, and a quarterly client newsletter summarizing economic and market updates.
Series 66
Slayton, MN
Edward Jones
Mary Arnold is a Series 66 licensed financial advisor with Edward Jones in Slayton, MN, having four years of industry experience. She has previously worked at Metabank and Tracy Area Public Schools. Outside of her advisory role, Mary volunteers as secretary/treasurer for the Lake Shetek First Responders and serves as a fundraiser coordinator for the St. Mary's School Scrip Program, as well as a board member of the Tracy Area Education Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, SMAs, and affiliated mutual funds, operating under a fiduciary standard.
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