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
CFP®, Series 66
Experience Industry experience
4 years
Location
Prosser, WA 99350
Edward Jones
Institution
Maloree Kilian is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Edward Jones since 2022. Prior to joining Edward Jones, she worked in educational roles with the Sunnyside and Hermiston School Districts for a combined six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large 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.
Prosser, WA
1119 Meade Avenue
Prosser WA 99350
Advisors at this office
2
Texas · Washington
4 years of industry experience
Edward Jones
2022 - Present • 4 years
St Louis, MO
Sunnyside School District
2021 - 2022 • 1 year
Sunnyside, WA
Hermiston School District
2016 - 2021 • 5 years
Hermiston, OR
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 66
Sunnyside, WA
Hernandez Financial
Jesse Hernandez Jr. is the sole advisor at Hernandez Financial in Sunnyside, WA, holding a Series 66 designation with 26 years of industry experience. He has been operating under Hernandez Financial since 2011 and has worked in insurance sales with various carriers for over 27 years. Hernandez Financial serves primarily individual clients, including middle-income families, high-net-worth individuals, and businesses. The firm offers comprehensive financial planning and discretionary portfolio management with a conservative, tailored investment approach that incorporates both passive and active strategies.
CFP®, PFS™
Sunnyside, WA
White & Company Financial Planning, Inc.
Thomas White is a CERTIFIED FINANCIAL PLANNER™ and Personal Financial Specialist™ with 25 years of experience in the financial services industry. He has been with White & Company Financial Planning, Inc. since 2000 and has worked with its affiliated firm, White & Company, Pc, since 1994. White & Company Financial Planning, Inc. provides fee-only financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, and estates. The firm uses an asset-allocation approach combining passive index/ETF exposures and actively managed funds, and it maintains a close relationship with an affiliated accounting practice.
Series 65
Sunnyside, WA
White & Company Financial Planning, Inc.
Misti Wiederspohn is a financial advisor at White & Company Financial Planning, Inc. with 19 years of industry experience. She holds a Series 65 designation and has been with White & Company and its affiliated entities since 2005. White & Company Financial Planning, Inc. provides fee-only financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, and estates. The firm uses an asset-allocation approach tailored to each client’s goals and risk tolerance, combining passive index/ETF exposures with selectively chosen actively managed funds.
Series 65
Sunnyside, WA
White & Company Financial Planning, Inc.
James Parker is a Series 65-licensed financial advisor with White & Company Financial Planning, Inc., where he has worked since 2002. He has 23 years of industry experience and has been affiliated with White & Company, Pc since 1998. White & Company Financial Planning, Inc. offers fee-only financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, and estates. The firm uses an asset-allocation approach combining passive index/ETF exposures and selectively chosen active funds, with accounts managed on a discretionary basis and plans provided as standalone reports.
Series 65
Sunnyside, WA
White & Company Financial Planning, Inc.
Gregory Vander Top is a financial advisor at White & Company Financial Planning, Inc. with 18 years of industry experience. He holds the Series 65 designation and has been with the firm since 2008. His prior experience includes work at White & Company, Pc, where he has been active since 1997. White & Company Financial Planning, Inc. provides fee-only financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, and estates. The firm employs an asset-allocation approach tailored to clients’ goals and risk tolerance, combining passive index and ETF exposures with selectively used actively managed funds.
Series 63, Series 65, Series 66
Sunnyside, WA
Edward Jones
Brian Bliesner is a financial advisor with Edward Jones in Sunnyside, WA, holding Series 63, 65, and 66 licenses and 33 years of industry experience. He has been with Edward Jones since 1993. Outside of advisory work, he is part owner of Snipes Mountain Restaurant, a family business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
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