user avatar

Nathaniel C Copeland

Advisor at Edward Jones — Benson, MN Pacific Avenue

Updated today

Credentials

Series 66

Experience

1 year

Location

Benson, MN 56215

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,147 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Nathaniel Copeland is a financial advisor with Edward Jones in Benson, MN, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked for Superior Industries / Westmor Industries for 14 years. He also serves as an assistant football coach at Morris Area High School. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and supports clients through a large network of financial advisors and branch offices nationwide.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

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

Benson, MN Pacific Avenue

1309 Pacific Avenue

Benson MN 56215

Advisors at this office

2

Most active in

Minnesota · Texas

Work history

1 year of industry experience

Edward Jones

2025 - Present • 1 year

St. Louis, MO

Morris Area High School

2021 - 2025 • 4 years

Morris, MN

University of Minnesota - Morris

2021 - 2021 • 1 year

Morris, MN

University of Minnesota - Morris

2016 - 2016 • 1 year

Morris, MN

Superior Industries / Westmor Industries

2011 - 2025 • 14 years

Morris, MN

Disclosures

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

Business activities & affiliations

Jason D

Series 66

Benson, MN

Edward Jones

Jason Dehne is a Series 66 licensed financial advisor with Edward Jones in Benson, MN, and has nine years of industry experience. His career includes roles at Edward Jones since 2016, a brief period at Aegis Investments, Inc., and prior experience at Minnwest Bank and Tree Sales and Moving Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
user avatar

Andrea T

Series 66

Benson, MN

Edward Jones

Andrea Thomson is a financial advisor at Edward Jones with 17 years of industry experience. She has been with Edward Jones since 2008 and holds the Series 66 designation. Outside of her advisory role, she serves as a director for Agralite Electric Cooperative in Benson, Minnesota. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 advisors nationwide. The firm 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 R

Series 63, Series 65

Benson, MN

Primerica Advisors

Emily Radniecki is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has concurrent roles at Staples Family Dentistry and PFS Investments Inc., alongside her work with Primerica Financial Services. Her business activities include sales of investment-related products and referrals for home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, providing a range of strategic and tax-aware investment models.

ESG / Sustainable investing Tax-loss harvesting Income planning
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)