Priscilla Boman

Advisor at Edward Jones

Updated today

Location

Detroit Lakes, MN 56501-4215

Credentials

Series 66

Industry experience

11 years

About

Priscilla Boman is a financial advisor at Edward Jones with 11 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2014. 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 nationwide network of financial advisors.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Charitable giving & philanthropy General estate planning guidance Retirement income strategy

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

1111 Highway 10 E

Detroit Lakes, MN 56501-4215

Most active in

Minnesota · Texas

Work history

Edward Jones

2014 - Present (12 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

Matthew J

Series 63, Series 66

Detroit Lakes, MN

Future Bright

Matthew Johnson is a financial advisor with Future Bright, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Before joining Future Bright in 2019, he worked at Raymond James Financial Services Advisors Inc. for five years. Outside of his advisory role, Johnson is involved in multiple professional service and consulting businesses and serves on the board of the Boys and Girls Club Thrift Store of Detroit Lakes. Future Bright provides discretionary investment management and advisory services to individuals, small businesses, and retirement plans, managing approximately $110 million in assets. The firm emphasizes client-specific portfolios with a focus on equities, mutual funds, and ETFs, and serves a large client base through standardized processes.

Private / alternative investments Pre-IPO planning Equity compensation tax strategy Founder/Business Owner
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Kevin M

CFP®, Series 63, Series 65

Detroit Lakes, MN

Mann Financial Group

Kevin Mann is a CFP® with 31 years of experience in the financial industry. He has worked at Mann Financial Group since 2000 and previously held roles at Cantella & Co., Inc., Moorhead Partners LLC, and Raymond James Financial Services. Mann is also a licensed insurance agent involved in the sale and servicing of various insurance products and fixed annuities. Mann Financial Group provides advisory services primarily to pension and profit sharing plans and also serves retail clients through a wrap-fee program. The firm uses a diversified, risk-based asset allocation approach and acts as an ERISA fiduciary for retirement accounts.

Retired
user avatar

Brian M

CFP®, Series 63, Series 65, Series 66

Detroit Lakes, MN

Mann Financial Group

Brian Mann is a CFP® with 19 years of industry experience, currently serving as an advisor at Mann Financial Group in Detroit Lakes, MN. He previously worked at Cantella & Co., Inc. and Raymond James Financial Services Advisors Inc. Mann is also a licensed insurance agent, selling and servicing various lines of non-securities insurance products and fixed annuities. Mann Financial Group provides advisory services primarily to pension and profit sharing plans, as well as retail clients through a wrap-fee program. The firm uses a diversified, risk-based asset allocation approach and acts as an ERISA fiduciary for retirement accounts.

Retired
user avatar

Randall S

Series 63, Series 65

Detroit Lakes, MN

Colliers Securities LLC

Randall Sidener is a financial advisor with Colliers Securities LLC, holding Series 63 and Series 65 licenses and 20 years of industry experience. His prior roles include positions at Future Bright and Integrity Funds Distributor, LLC. He also founded Cool Hand Coasters, LLC, a business venture outside of finance. Colliers Securities LLC provides brokerage, custody, execution, and investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm offers both non-discretionary fee-based advisory through its Colliers Director program and discretionary wrap programs managed by unaffiliated sub-advisers.

Active portfolio management
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Jameson H

CFP®, Series 65

Detroit Lakes, MN

Destiny Capital Corporation

Jameson Holehouse is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Destiny Capital Corporation and has previously worked at Secure Asset Management, Financial Strategies Group, and Classic Asset Management. Prior to his financial advisory roles, he was affiliated with West Virginia University and Young Life. Destiny Capital Corporation provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and institutions. The firm offers a specialized program for entrepreneurs that integrates business planning and an investment thesis spanning business interests, real estate, collectibles, and public-market allocations.

Business exit / sale strategy Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Founder/Business Owner Executive
user avatar

Craig B

Series 63, Series 66

Detroit Lakes, MN

Calton & Associates, Inc.

Craig Brand is a financial advisor with Calton & Associates, Inc. in Detroit Lakes, MN, holding Series 63 and Series 66 licenses and having 29 years of industry experience. He previously worked at Capital Financial Services and has been self-employed since 1997. Outside of his advisory role, Brand is involved in the service and sale of fixed life insurance. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm operates both as a registered investment adviser and broker-dealer, providing a range of program structures and analytic approaches tailored to client goals and risk tolerance.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner
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