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
< 1 year
Location
Webster, WI 54893
Edward Jones
Institution
Olivia Tucker is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Northwest Passage for two years and has held various positions in education and athletics, including coaching volleyball at Grantsburg School District. She is involved in seasonal coaching activities outside of her advisory role. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies with approximately $1.01 trillion in assets under management and a large nationwide network of 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.
Webster, WI
26601 Lakeland Ave Ste B
Webster WI 54893
Advisors at this office
3
Wisconsin
< 1 year of industry experience
Edward Jones
2025 - Present • 1 year
St. Louis, MO
Northwest Passage
2023 - 2025 • 2 years
Webster, WI
Grantsburg School District
2022 - 2023 • 1 year
Grantsburg, WI
Mid-Prairie School District
2021 - 2022 • 1 year
Kalona, IA
Teachers On Call
2021 - 2021 • 1 year
Waseca, MN
Bemidji State Athletic Department
2019 - 2019 • 1 year
Bemidji, MN
Bemidji State Athletic Department
2018 - 2018 • 1 year
Bemidji, MN
Bemidji State Athletic Department
2017 - 2017 • 1 year
Bemidji, MN
Eagles Wing Group Home
2017 - 2019 • 2 years
Bemidji, MN
Bemidji State University
2016 - 2021 • 5 years
Bemidji, MN
Bemidji State Athletic Department
2016 - 2016 • 1 year
Bemidji, MN
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 66
Danbury, WI
Transamerica Financial Advisors
Jay Vavra is a financial advisor with Transamerica Financial Advisors in Saint Paul, MN, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior firms include NEXT Financial Group, Edward Jones, Lincoln Investment, LPL Financial, and Waddell & Reed. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers across multiple program platforms. The firm manages approximately $1.7 billion in regulatory assets and offers integrated retirement plan solutions and affiliated product distribution.
Series 66
Webster, WI
Edward Jones
Trevor Brewer is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has previously worked at Green Key Solutions, Aerotek/Aston Carter, and Mosinee Brewing Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.
Series 66
Webster, WI
Edward Jones
Devin Danielson is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and previously worked for the Pine City School District and Jensen-Sundquist Insurance Agency. 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 large network of financial advisors and branch offices nationwide.
Series 66
Siren, WI
Edward Jones
Dan Edaburn Jr. is a financial advisor at Edward Jones with 19 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 advisors and 15,000 branch offices.
Series 63, Series 66
Webster, WI
LPL Financial
Thomas Ritten is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has worked at LPL Financial since 2012 and previously held positions at Raymond James Financial and Wells Fargo Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
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