Paul Floyd Hix

Advisor at Edward Jones — South Haven, MI Dyckman Avenue

Updated today

Credentials

Series 66

Experience

18 years

Location

South Haven, MI 49090-1594

Edward Jones logo

Edward Jones

Institution

Total advisors

24,285

Across 14,124 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Paul Hix is a financial advisor with Edward Jones in South Haven, MI, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he serves as President of the Greater Fennville Chamber of Commerce and is a past president of the South Haven Center for the Arts. 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, 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 nationwide.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy General retirement planning Charitable giving & philanthropy General estate planning guidance Wealth management

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

See office

South Haven, MI Dyckman Avenue

553 Dyckman Avenue

South Haven MI 49090-1594

Advisors at this office

1

Most active in

Michigan · Texas

Work history

18 years of industry experience

Edward Jones

2008 - Present • 18 years

St Louis, MO

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

David H

CFP®, Series 65

South Haven, MI

Valeo Financial Advisors, LLC

David Hecht is a CFP® with 23 years of industry experience and has been with Valeo Financial Advisors, LLC since 2018. Prior to joining Valeo, he worked for Oxford Financial Group, Ltd for 15 years. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion for retail, high-net-worth, and institutional clients. The firm offers comprehensive financial planning and portfolio management using a strategic asset allocation framework with tactical adjustments, independent managers, and model portfolios, and also provides specialized services such as advisory support for private investment funds and pooled vehicles.

Wealth management Tax-loss harvesting Private / alternative investments Retirement income strategy Financial Professional Founder/Business Owner Mid-Career Professionals Established Professionals
user avatar

Krista S

Series 63, Series 65

South Haven, MI

FIFTH THIRD SECURITIES, Inc.

Krista Shoemaker is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fifth Third Bank and in the restaurant industry. Outside of finance, she is involved in a hairstyling business. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers a range of investment programs via its Passageway Managed Account platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning

Grace V

Series 66

South Haven, MI

Edward Jones

Grace Van Vooren is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Her background includes roles in hospitality and restaurant management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of discretionary and non-discretionary investment solutions and operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Thomas S

Series 66

South Haven, MI

Cambridge Investment Research Advisors

Thomas Sharwarko is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 12 years of industry experience. He has been with Cambridge Investment Research since 2014 and also operates Whiteford Wealth Management. Outside of advisory work, he owns a cleaning business and serves as president and board member of a non-public property management company. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and supports both discretionary and non-discretionary management with access to multiple platforms and third-party advisers.

Annuities Retirement plans for business owners (SEP, solo 401k)
user avatar

Caleb D

CFP®, Series 63, Series 65

South Haven, MI

LPL Financial

Caleb Duckworth is a CFP®-designated financial advisor with LPL Financial, based in South Haven, MI, and has eight years of industry experience. Prior to joining LPL Financial in 2026, he worked at Fifth Third Securities and Fifth Third Bank for seven years, as well as Huntington National Bank for four years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad array of financial services.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive

Scott A

Series 66

South Haven, MI

Merrill

Scott A'hearn serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. He and his team focus on providing comprehensive financial services, including planning, investments, lending, credit solutions, banking, and insurance, leveraging resources from Merrill Lynch and Bank of America. Their approach is goals-based, aiming to assist clients in organizing and managing all aspects of their financial lives. Scott's expertise encompasses areas such as college education planning, family wealth management strategies, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and socially responsible investing, among others. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He holds a Bachelor's Degree from DePaul University. Outside of his professional role, Scott is a husband and father of four children. He spends his free time actively engaged with his family and participates in community volunteer activities.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.) Charitable giving & philanthropy Wealth management Financial Professional Parents Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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