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Meredith Ellen Feole

Advisor at Edward Jones — Gaylord, MI W Main St

Updated today

Credentials

Series 66

Experience

3 years

Location

Gaylord, MI 49735

Edward Jones logo

Edward Jones

Institution

Total advisors

24,228

Across 14,129 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Meredith Feole is a Series 66 licensed financial advisor with Edward Jones in Gaylord, MI, where she has worked since 2017. She has nine years of industry experience, including six years prior to her advisory career at Culver's. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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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

See office

Gaylord, MI W Main St

100 W Main St

Gaylord MI 49735

Advisors at this office

5

Most active in

Michigan · Texas

Work history

3 years of industry experience

Edward Jones

2017 - Present • 9 years

Gaylord, MI

Culver's

2011 - 2017 • 6 years

Gaylord, MI

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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Jason W

Series 66

Gaylord, MI

Fairway Investment Group, LLC

Jason Weiss is a financial advisor with Fairway Investment Group, LLC, holding a Series 66 designation and two years of industry experience. He has worked with Paradigm Equities, Inc. and MEA Financial Services since 2024 and also engages as a realty broker with EverGreen Home Realty. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses, providing fee-based investment advisory and portfolio management services through LPL Financial-sponsored programs. The firm focuses on non-discretionary management, utilizing investor profiling and various analytical methods to tailor asset allocation and portfolio strategies.

Wealth management Passive / index investing Real estate investing Educators, Teachers, and Academics
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Sharyn D

Series 63, Series 65

Gaylord, MI

LPL Financial

Sharyn Dansa is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and having 11 years of industry experience. Her career includes roles at Raymond James Financial Services, Cetera Investment Advisors, The Huntington Investment Company, and previous tenure at LPL Financial. She is also involved with Maier & Associates Financial Group, a business related to her advisory activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including model portfolio programs, third-party asset management access, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive

Tabatha S

CFP®, Series 66

Gaylord, MI

Edward Jones

Tabatha Simpson is a CFP® with nine years of experience at Edward Jones, where she has worked continuously since 2012. She is based in Gaylord, MI. Outside of her advisory role, Simpson is involved with Simpson Farm LLC and manages a short-term rental business through Sugar Maple Rentals LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, with over 23,700 advisors and approximately $1.01 trillion in assets under management. 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.

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Retirement withdrawal strategies Wealth management Retired Founder/Business Owner Executive
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Brett N

CFP®, Series 66

Gaylord, MI

LPL Financial

Brett Naylor is a CFP® credentialed financial advisor with five years of industry experience. He currently works with LPL Financial and has prior experience at Raymond James Financial Services and Hantz Financial Services. Outside of advisory roles, he has been involved in the hospitality industry with Silver Palace Bar & Grill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Timothy J

CFP®, Series 66

Gaylord, MI

Edward Jones

Timothy Janis II is a CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Jackson National Life Insurance from 2017 to 2018. He is a board member of the Otsego County Foundation, participating in quarterly meetings focused on investment results and goals. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Logan M

CFP®, CFA®, ChFC®, Series 66

Gaylord, MI

LPL Financial

Logan Maier is a financial advisor at LPL Financial with seven years of industry experience. He holds the CFP®, CFA®, ChFC®, and Series 66 designations. Prior to joining LPL Financial in 2024, he worked at Raymond James Financial Services Advisors, Inc. and Covenant Healthcare. Maier is also involved with Maier & Associates Financial Group, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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