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
ChFC®, Series 63, Series 65
Experience Industry experience
20 years
Location
Gatesville, TX 76528-1810
Edward Jones
Institution
Oliver Puhr is a financial advisor with Edward Jones in Gatesville, TX, holding a ChFC® designation and Series 63 and 65 licenses. He has 20 years of industry experience, including prior roles at BBVA Compass Insurance Agency Inc., BBVA Wealth Solutions Inc., BBVA Securities Inc., Compass Bank, Old National Bank, and LPL Financial. Puhr has been with Edward Jones since 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors and branch offices.
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.
Gatesville, TX
105 S Lovers Ln Suite A
Gatesville TX 76528-1810
Advisors at this office
1
Texas
20 years of industry experience
Edwards Jones
2019 - Present • 7 years
St Louis, MO
BBVA Compass Insurance Agency Inc
2017 - 2019 • 2 years
Austin, TX
BBVA Wealth Solutions Inc.
2017 - 2019 • 2 years
Woodway, TX
BBVA Securities Inc
2017 - 2019 • 2 years
Woodway, TX
Compass Bank
2017 - 2019 • 2 years
Birmingham, AL
Old National Bank
2016 - 2017 • 1 year
Eau Claire, WI
LPL Financial
2015 - 2017 • 2 years
Eau Claire, WI
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
Gatesville, TX
Empower Advisory Group
Eric Reese is a financial advisor with Empower Advisory Group and holds a Series 66 designation. He has 22 years of industry experience, with prior roles at Advised Assets Groups, LLC, GWFS Equities, Inc., CUNA Brokerage Services, Inc., and SchoolsFirst FCU. Outside the financial industry, he owns and operates Reese Athletic's, a personal training business serving high school, college athletes, and individuals. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and select retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and savings rates rather than short-term forecasts.
Series 63, Series 66
Gatesville, TX
Independent Financial Group, LLC
Scott Johnson is a financial advisor at Independent Financial Group, LLC with 35 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Edward D. Jones & Co., L.P. for 29 years before joining Independent Financial Group in 2019. He serves as an officer and board member of the Boys & Girls Club of Gatesville. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence to develop customized investment strategies using both firm- and third-party models.
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