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
19 years
Location
Monte Vista, CO 81144
Edward Jones
Institution
Michelle Roepke is a financial advisor at Edward Jones in Monte Vista, Colorado, holding a Series 66 designation with 18 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm provides a range of investment advisory programs and services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
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.
Monte Vista, CO
806 1st Avenue
Monte Vista CO 81144
Advisors at this office
2
Colorado · Texas
19 years of industry experience
Edward Jones
2008 - Present • 18 years
St. Louis, MO
UBS Financial Services
2007 - 2008 • 1 year
Colorado Springs, CO
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
Del Norte, CO
Raymond James Financial
Christine Shahan is a financial advisor at Raymond James Financial with 12 years of industry experience. She holds the Series 66 designation and has been with Raymond James Financial Services since 2014. Prior to that, she worked at The First National Bank of Ballinger starting in 2012. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and institutional clients. The firm emphasizes tailored, non-discretionary planning using risk profiling and modeling tools and supports both individual and institutional investing through a broad network of advisors.
Series 66
Monte Vista, CO
Edward Jones
Tyler Keck is a Series 66-licensed financial advisor with eight years of industry experience, currently serving clients at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Tata Chemicals (Soda Ash) Partners starting in 2014. Outside of his advisory role, he is involved in a retail furniture sales business, Alamosa Home LLC, based in Alamosa, Colorado. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, operating under a fiduciary standard.
Series 66
Del Norte, CO
Edward Jones
Robert Mc Connell IV is a financial advisor at Edward Jones with 11 years of industry experience. He has held his current role since 2014. His credentials include a Series 66 license. Outside of his advisory work, he owns a rental property in Del Norte, Colorado. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large national network of advisors and branch offices.
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