Marlon Wiebe
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
Madison, SD 57042
Credentials
Series 63, Series 66
Industry experience
37 years
About
Marlon Wiebe is a financial advisor at Edward Jones with 37 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1988. Outside of his advisory role, he is involved as a limited partner in an ethanol business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Client services
Based on Edward Jones
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Charitable giving & philanthropy
Multi-generational wealth transfer
Retirement income strategy
Wealth management
General estate planning guidance
Demographic focus
Intergenerational Families
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
325 Ne 2nd St
Madison, SD 57042
Most active in
Marlon W has reported serving >5 clients in these states in the last 12 months.
South Dakota · Texas
Work history
Edward D. Jones & Co., L.P.
1988 - Present (38 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:
-
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.
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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.
Brady W
CFP®, Series 66
Madison, SD
Edward Jones
Brady Wiebe is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Madison, SD. He has 14 years of industry experience, having been with Edward Jones since 2011. 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 including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.
Tyler W
Series 66
Madison, SD
Edward Jones
Tyler Wiebe is a Series 66 licensed financial advisor with Edward Jones, based in Madison, SD, and has seven years of industry experience. He has been with Edward Jones since 2016, including his current position since 2018. 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 strategies, supported by a large network of financial advisors and branch offices across the United States.
Jennifer D
Series 66
Madison, SD
Edward Jones
Jennifer De Kam is a financial advisor at Edward Jones in Madison, SD, with 10 years of experience at the firm. She holds the Series 66 designation and previously worked with the Greater Madison Area Chamber of Commerce. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, supporting approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors.
Derrick W
Series 66
Madison, SD
Edward Jones
Derrick Wiebe is a financial advisor with Edward Jones in Madison, SD, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he spent nine years with Century 21 ProLink as a broker associate. Outside of his advisory role, he is involved in real estate through ownership of two investment LLCs and a commercial real estate partnership. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large network of advisors and branch offices nationwide.
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