Michael Mears

Advisor at Edward Jones

Updated today

Location

Altus, OK

Credentials

Series 66

Industry experience

7 years

About

Michael Mears is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to joining Edward Jones, he operated a custom woodworking business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors nationwide.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Wealth management

Occupation focus

Founder/Business Owner

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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

Altus, OK

Most active in

Hawaii · Oklahoma · Texas

Work history

Edward Jones

2018 - Present (8 years)

Dancing Doves Custom Woodworking

2016 - 2018 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Michael F

Series 65

Altus, OK

10Elms LLP

Michael Finch is a Series 65-licensed financial advisor with 6 years of industry experience, currently serving at 10Elms LLP. His prior roles include positions at Finch Wealth Management, LLC, and L3 Communications. Outside of finance, Finch works as a C-17 Pilot Instructor at Flight Safety Defense. 10Elms LLP provides wealth management and comprehensive financial planning services to individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a fee-only, discretionary investment approach combining strategic asset allocation with tactical, momentum-based adjustments using primarily low-cost ETFs.

Wealth management Business ownership considerations College savings (529s, UTMA, etc.) Tax strategies for small businesses Founder/Business Owner Executive
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Cameron J

Series 63, Series 65

Altus, OK

Empower Advisory Group

Cameron Jeffares is a financial advisor with Empower Advisory Group in Altus, OK, holding Series 63 and Series 65 licenses and having two years of industry experience. His career includes roles at Empower Financial Services and prior experience with Greystar and Fairfield. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as retail IRA and brokerage clients. The firm uses an integrated model tied to Empower’s administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Kelley C

CFP®, Series 63, Series 65

Altus, OK

Cetera

Kelley Collingwood is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Cetera since 2014. He has been associated with MidFirst Bank and Cetera Investment Services since 2007. Collingwood is a U.S. Army Reserve Officer in Civil Affairs and serves on the board of the JH Lee Scholarship, overseeing scholarship funds and participating in the review and award process. Cetera Investment Advisers supports a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts with firm-sponsored model portfolios and third-party managed solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement

Adam W

Series 66

Altus, OK

Edward Jones

Adam Winters is a financial advisor at Edward Jones in Altus, Oklahoma, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, Winters serves as a Senate appointee attending quarterly meetings with the Oklahoma State Pension Commission. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across various net worth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Retirement income strategy General retirement planning Business ownership considerations Business succession planning Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Rodney D

ChFC®, Series 66

Altus, OK

Edward Jones

Rodney Davis is a financial advisor at Edward Jones with 11 years of industry experience. He holds the ChFC® and Series 66 designations and has been with Edward Jones since 2015, based in Altus, OK. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Emily S

Series 66

Altus, OK

Edward Jones

Emily Smith is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2017. Prior to that, she was employed at Western Oklahoma State College from 2013 to 2017. Outside of her advisory work, she is the owner of Smithbilt Cattle Co LLC, a livestock business. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated investment products through a nationwide network of more than 23,000 financial advisors.

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