Mindy J Witt

Advisor at Edward Jones — Flagler, CO

Updated today

Credentials

Series 66

Experience

< 1 year

Location

Flagler, CO

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,149 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Mindy Witt is a financial advisor at Edward Jones with a Series 66 designation and over 10 years of industry experience, including a decade at Farm Credit of Southern Colorado before joining Edward Jones in 2026. The firm serves more than four million individual and institutional clients with a broad range of wealth management services, offering both discretionary and non-discretionary investment strategies supported by a large network of advisors and branch offices nationwide.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

College savings (529s, UTMA, etc.) Business ownership considerations

Occupation focus

Founder/Business Owner

Demographic focus

Women Professionals

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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

Flagler, CO

Flagler CO

Advisors at this office

1

Most active in

Colorado · Texas

Work history

< 1 year of industry experience

Edward Jones

2026 - Present • 1 year

St. Louis, MO

Farm Credit of Southern Colorado

2015 - 2025 • 10 years

Limon, CO

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

Marcelino D

Series 65

Flagler, CO

Archer Investment Corporation

Marcelino Dodge is a Series 65-licensed financial advisor with 29 years of industry experience. He has worked at Archer Investment Corporation since 2018 and previously spent 14 years with HD Vest. In addition to his advisory roles, he serves as a director and officer for the Lamar Congregation of Jehovah's Witnesses and is involved with Young Living Essential Oils as an independent contractor. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm’s approach includes comprehensive financial assessments and diversified portfolio construction across various asset classes, offering both hands-on management and model-driven programs.

Active portfolio management Options & derivatives strategies
user avatar

Tye A

Series 63, Series 65

Flagler, CO

OSAIC

Tye Amendt is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with OSAIC since 2024, following previous roles at Securities America Advisors, Inc. and SECURITIES AMERICA, inc. Additionally, Amendt serves as a volunteer board member for the Simla Volunteer Fire Department. OSAIC serves a diverse range of clients, including individual investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and advisory services with access to multiple platforms and third-party managers. The firm employs various tools for portfolio construction and management, offering both discretionary and non-discretionary account options.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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