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
7 years
Location
Prairie City, IA 50228
Edward Jones
Institution
Mitch Seiberling is a financial advisor at Edward Jones with six years of industry experience, including seven years at Edward Jones and nine years at Estes Express Lines. He holds a Series 66 designation. Outside of his advisory role, he is involved in managing and auditing the books for Seiberling Real Estate Group LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a focus on providing a range of advisory services through a large network of financial advisors and branch offices nationwide.
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.
Prairie City, IA
406 W 2nd Street Suite B
Prairie City IA 50228
Advisors at this office
1
Iowa · Texas
7 years of industry experience
Edward Jones
2019 - Present • 7 years
St Louis, MO
Estes Express lines
2010 - 2019 • 9 years
Des Moines, IA
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 63, Series 65
Carlisle, IA
Principal Advised Services
James Berg is a financial advisor at Principal Advised Services with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has held roles at Principal Securities Inc. and Principal Life Insurance Company since 1998. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm offers both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest, utilizing a combination of third-party methodologies and proprietary models.
Series 66
Bondurant, IA
Thrivent Advisor Network, LLC
Matthew Armstrong is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at Thrivent Investment Management Inc, Principal Life Insurance Co, Principal Securities Inc, Integrity Alliance, LLC, and VOYA Financial Advisors, Inc. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm offers ongoing portfolio management, financial planning, and access to both independent managers and model portfolios, typically utilizing diversified portfolios with low-cost mutual funds and ETFs.
Series 63, Series 66
Mitchellville, IA
Empower Advisory Group
Scott Mergen is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role, he worked at Empower Financial Services, Scott's Roofing, Iowa Realty, and Legacy Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and savings rates.
Series 66
Newton, IA
Wealth Enhancement Advisory Services, LLC
Amy De Haai is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 18 years of industry experience. Her prior experience includes roles at U.S. Bancorp Investments, Inc. and LPL Financial. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting using a combination of passive and active investment strategies guided by an internal Investment Committee.
Series 66, Series 63
Altoona, IA
Empower Advisory Group
Heather Buttery is a financial advisor with Empower Advisory Group in Altoona, IA, holding Series 66 and Series 63 licenses and having nine years of industry experience. Her career includes roles at Empower Financial Services, Wells Fargo, and Principal Life Insurance Company. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, along with Empower Premier IRA and certain brokerage clients. The firm’s integrated model emphasizes long-term portfolio returns and annual rebalancing, delivering planning services through proprietary and third-party methodologies.
Series 63, Series 65
Newton, IA
OSAIC
Deborah Jackson is a financial advisor at OSAIC with 40 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Royal Alliance Associates since 2016 and previously at Investment Advisors Corp from 1999 to 2016. She is also involved in volunteer leadership as President of the Lutheran Women Mission League, where she helps organize fundraisers and coordinate funeral services for church members. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing firm-provided tools and third-party solutions to construct and manage portfolios tailored to client needs.
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