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
Series 66
Experience Industry experience
18 years
Location
Waukon, IA 52172
Edward Jones
Institution
Michael Alexander is a Series 66 licensed financial advisor with Edward Jones, where he has worked since 2008. He has 18 years of industry experience. Outside of his advisory role, he owns and operates E&M Farm LLC and NEI Tractors, a business focused on buying, selling, and shipping antique tractors internationally. 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 under management through a nationwide network of about 23,701 advisors and offers a range of advisory programs and investment solutions.
Based on Edward Jones
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.
Waukon, IA
1324 Rossville Rd
Waukon IA 52172
Advisors at this office
2
Iowa · Texas
18 years of industry experience
Edward Jones
2008 - Present • 18 years
St Louis, MO
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
Lansing, IA
Raymond James Financial
Quincy Johnson is a financial advisor at Raymond James Financial with a Series 66 credential and two years of industry experience. Before joining Raymond James, he worked at Thrivent Financial and has experience in healthcare administration with Mayo Clinic and Crossing Rivers Health. Outside of finance, he is an owner and operator of several businesses in New Albin, Iowa, including Johnson's Gas N Go and Pump House LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports municipal and public-finance work through its unique affiliations.
Series 66
Waukon, IA
Edward Jones
Cathy Buhl is a Series 66 licensed financial advisor with Edward Jones, based in Waukon, Iowa, and has two years of industry experience. Her prior work includes roles at Kerndt Brothers Savings Bank and Zion United Church of Christ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.
Series 63, Series 65
Waukon, IA
OSAIC
Nicholas Wilz is a financial advisor at OSAIC with nine years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Lincoln Investment, FBL Marketing Services, Farm Bureau Financial Services, and Peoples State Bank. Outside of his advisory role, he is owner and president of The Nicholas Wilz & Associates Inc., an entity used for tax and accounting purposes, and is involved in life and health insurance sales as an agent. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charities. The firm provides integrated brokerage and advisory services, offering a range of investment products and portfolio management options supported by proprietary tools and third-party platforms.
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