Oliver Puhr

Advisor at Edward Jones

Updated today

Location

Gatesville, TX 76528-1810

Credentials

ChFC®, Series 63, Series 65

Industry experience

20 years

About

Oliver Puhr is a financial advisor at Edward Jones with 20 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at BBVA Compass Insurance Agency Inc, BBVA Wealth Solutions Inc., Compass Bank, BBVA Securities Inc., Old National Bank, LPL Financial, and Anchor Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices across the United States.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy General retirement planning General estate planning guidance

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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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

105 S Lovers Ln Suite A

Gatesville, TX 76528-1810

Most active in

Texas

Work history

Edwards Jones

2019 - Present (7 years)

BBVA Compass Insurance Agency Inc

2017 - 2019 (2 years)

BBVA Wealth Solutions Inc.

2017 - 2019 (2 years)

BBVA Securities Inc

2017 - 2019 (2 years)

Compass Bank

2017 - 2019 (2 years)

Old National Bank

2016 - 2017 (1 year)

LPL Financial

2015 - 2017 (2 years)

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

Eric R

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.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar

Scott J

Series 63, Series 66

Gatesville, TX

Independent Financial Group, LLC

Scott Johnson is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 29 years before joining Independent Financial Group in 2019. Johnson serves as an officer and board member of the Boys & Girls Club of Gatesville. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and third-party asset managers, serving a diverse client base with a range of investment options and account management styles.

Wealth management Passive / index investing Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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