Mark Cuvelier
Advisor at Edward Jones
Updated today
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.
Location
Cresco, IA 52136
Credentials
Series 63, Series 66
Industry experience
34 years
About
Mark Cuvelier is a financial advisor with Edward Jones in Cresco, IA, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Edward Jones since 1994. Cuvelier serves as President of the Cresco Country Club and is involved with solar energy ventures through MRC LLC and CUV Solar. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient solutions, supported by a large nationwide network of financial advisors and branch offices.
Client services
Based on Edward Jones
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on Edward Jones
Wealth management
Tax-loss harvesting
Multi-generational wealth transfer
Fee options
$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.
Location
712 2 Nd Ave Se Suite A
Cresco, IA 52136
Most active in
Mark C has reported serving >5 clients in these states in the last 12 months.
Iowa · Texas
Work history
Edward D. Jones & Co., L.P.
1994 - Present (32 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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:
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Aaron H
Series 66
Cresco, IA
Ameriprise
Aaron Hvitved is a financial advisor at Ameriprise with 22 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2002. Outside of his advisory role, Hvitved serves on several local boards, including Cresco Community Theatre as Treasurer and Regional Health Services of Howard County Hospital Foundation as Vice President. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing tailored Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated processes overseen by a Retirement Income Oversight Committee to deliver personalized retirement income advice.
Ally G
Series 66
Cresco, IA
Ameriprise
Ally Grover is a financial advisor with Ameriprise in Cresco, IA, holding a Series 66 designation and with one year of industry experience. Prior to joining Ameriprise, Ally worked at First Citizens Bank and held positions outside the financial sector, including at Applebee's and an animal health care clinic. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis within a large institutional platform that also delivers advisory, brokerage, and insurance solutions.
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