Preston Douglas Van Zee

Advisor at Edward Jones — Canton, SD

Updated today

Credentials

CFP®, Series 66

Experience

15 years

Location

Canton, SD 57013

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,151 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Preston Van Zee is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. Based in Canton, SD, he balances his advisory work with interests in music entertainment and woodworking, engaging in both activities during his spare time. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Wealth management Business ownership considerations Business succession planning General estate planning guidance

Occupation focus

Founder/Business Owner

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

Canton, SD

623 East 5th Street Suite B

Canton SD 57013

Advisors at this office

2

Most active in

South Dakota · Texas

Work history

15 years of industry experience

Edward Jones

2011 - Present • 15 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

Darwyn S

Series 63, Series 65

Sioux Falls, SD

Eagle Strategies (NY Life)

Darwyn Sprik is a financial advisor at Eagle Strategies (New York Life) with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Eagle Strategies since 2016. Sprik is also the owner of Sprik Financial Group, LLC, through which he brokers non-registered insurance products. In addition, he serves on the board of the Fearless Foundation, a nonprofit organization focused on connecting donors to charitable causes. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a wide range of individual and institutional clients. The firm emphasizes tailored recommendations and offers various program types, including fee-based advice and retirement plan consulting, with most assets managed on a non-discretionary basis.

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

Eric L

Series 66

Sioux Falls, SD

Newedge Advisors

Eric Looby is a Series 66 licensed financial advisor with three years of industry experience. He is currently with NewEdge Advisors and has prior experience at UBS Financial Services and Merrill Lynch. Outside of advising, he engages in purchasing and reselling vacant land parcels in Minnesota on a part-time basis. NewEdge Advisors is an enterprise-scale registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a broad range of services and combines in-house manager selection with third-party model portfolios, supported by centralized due diligence and technology tools.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

James W

Series 63, Series 65

Sioux Falls, SD

Newedge Advisors

James Willers is a financial advisor with NewEdge Advisors in Sioux Falls, SD, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Prior to joining NewEdge Advisors and NewEdge Securities LLC in 2025, he worked for UBS Financial Services for 12 years. Mr. Willers is involved with First Lutheran Church in Sioux Falls. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm offers a broad range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, combining in-house and third-party strategies with centralized due diligence and advanced technology tools.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Fred Y

CFP®, Series 63, Series 65

Sioux Falls, SD

Commonwealth Financial Network

Fred Ymker is a CFP® professional with 32 years of industry experience, currently affiliated with Commonwealth Financial Network and Legacy Wealth Group, LLC. He has worked at these firms since 2015. Ymker is also co-owner of Legacy Insurance Group, LLC, which focuses on fixed insurance sales. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including operations, trading, compliance, and investment management, allowing advisors discretion in portfolio construction alongside firm-managed model portfolios.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar

Michael P

Series 66

Sioux Falls, SD

Commonwealth Financial Network

Michael Paulson is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and beginning his advisory career in 2025. His prior work includes roles at South Dakota State University, Legacy Wealth Group, Josiahs, Amazon, and educational institutions including Roosevelt High School and Memorial Middle School. He is also involved in fixed insurance sales conducted during business hours in Sioux Falls, SD. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, technology, and operational support while offering a range of investment solutions including discretionary model portfolios and customized program structures.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar

Lindsay B

Series 63, Series 65

Larchwood, IA

Integrity Alliance, LLC

Lindsay Bliek is a financial advisor at Integrity Alliance, LLC with 13 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior experience includes roles at Edward Jones, D.A. Davidson & Co., Lion Street Financial, and Lion Street Advisors. Integrity Alliance is a large advisory network serving individual investors, corporations, and retirement plans. The firm offers portfolio management, financial planning, and both wrap and non-wrap programs through a variety of platforms and investment approaches.

Annuities ESG / Sustainable investing
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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

© 2026 Warmer Holdings Inc. ("Warmer")