Quincy Backen

Advisor at Edward Jones — Jamestown, ND 114 1st Ave S

Updated today

Credentials

Series 63, Series 66

Experience

13 years

Location

Jamestown, ND 58401-4180

Edward Jones logo

Edward Jones

Institution

Total advisors

24,095

Across 14,159 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Quincy Backen is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Edward Jones since 2017 and previously worked at American Family Insurance from 2005 to 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment options supported by a large network of financial advisors and branch offices across the country.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

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

Jamestown, ND 114 1st Ave S

114 1st Ave S Suite 100

Jamestown ND 58401-4180

Advisors at this office

1

Most active in

North Dakota

Work history

13 years of industry experience

Edward Jones

2017 - Present • 9 years

St Louis, MO

American Family Insurance

2005 - 2017 • 12 years

Jamestown, ND

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 F

Series 63, Series 65

Jamestown, ND

BFC PLANNING, Inc.

David Falk is a financial advisor at BFC Planning, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at BFC Planning and Berthel Fisher & Company Financial Services since 2019, following four years at Securities America Advisors. Outside of his advisory role, he is a general member of local organizations including the Knights of Columbus, Elks Lodge, and Jamestown Dollars for Scholars. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and trusts through a network of approximately 200 investment adviser representatives. The firm offers comprehensive financial planning and portfolio management services, utilizing various platforms and investment strategies tailored to client needs.

Concentrated stock management Options & derivatives strategies Real estate investing
user avatar

Paul W

ChFC®, Series 63, Series 66, Series 65

Jamestown, ND

G. A. Repple & Company

Paul Witthauer is a financial advisor with G. A. Repple & Company in Jamestown, ND, holding the ChFC® designation and Series 63, 65, and 66 licenses. He has 39 years of industry experience, including roles at Oneamerica Securities and a longstanding association with The Principal Mutual Life Insurance Company and Pioneer Mutual Life Company. Outside of advisory work, he serves as president of Witthauer Inc., a fixed insurance sales business. G. A. Repple & Company provides investment advisory and financial planning services to retail individuals, employer-sponsored retirement plans, trusts, estates, and corporate clients. The firm uses various analytical approaches to tailor portfolios and offers multiple program options, including wrap and non-wrap accounts, separately managed accounts, and a Biblically-Responsible Investing model.

Planning for children with special needs Divorce financial planning General retirement planning
user avatar

Erin L

Series 63, Series 65

Jamestown, ND

NEwEdge Advisors

Erin Lamp is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has worked at NewEdge Advisors and LPL Financial since 2019 and previously operated the Erin Lamp Insurance Agency. Outside of her advisory role, she serves as a fitness instructor at Two Rivers Activity Center in Jamestown, ND. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

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

Clemans H

Series 66

Jamestown, ND

Ameriprise

Clemans Hager III is a Series 66-credentialed financial advisor with 13 years of industry experience, currently with Ameriprise. He has been with Ameriprise and its predecessor entities since 2012. Outside of advising, he holds passive ownership in a local brewery and serves on multiple nonprofit boards, including as treasurer for Jamestown Junior Olympic Volleyball and as a board member for the North Dakota Community Foundation and Jamestown Regional Medical Center. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar

Steven S

Series 63, Series 66

Jamestown, ND

STIFEL

Steven Sedler is a financial advisor at Stifel with 15 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Sedler serves as an executive board member for the Jamestown Basketball Booster, supporting youth basketball in his community. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar

Marcella L

Series 66

Jamestown, ND

Thrivent Investment Management

Marcella Lange is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 12 years of industry experience. She has been with Thrivent and its related entities since 2014. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based financial planning that covers a wide range of topics, with clients able to combine planning and managed accounts under a consolidated billing option known as “WealthPlan.”

Business ownership considerations
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