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Robert Bernard Lybbert

Advisor at Edward Jones — Ephrata, WA 1070 Basin Street SW

Updated today

Credentials

Series 63, Series 66

Experience

25 years

Location

Ephrata, WA 98823

Edward Jones logo

Edward Jones

Institution

Total advisors

24,095

Across 14,148 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Robert Lybbert is a financial advisor with Edward Jones in Ephrata, WA, holding Series 63 and Series 66 designations and having 25 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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

Ephrata, WA 1070 Basin Street SW

1070 Basin Street SW Suite D

Ephrata WA 98823

Advisors at this office

1

Most active in

Texas · Washington

Work history

25 years of industry experience

Edward Jones

2001 - Present • 25 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

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Garr W

Series 63, Series 65, Series 66

Ephrata, WA

LPL Financial

Garr Webb is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 16 years of industry experience. He has been affiliated with LPL Financial since 2009. Outside of his advisory role, he operates Webb Accountancy Corp., a full-service accounting firm established in 1976, and is a partner in a motel business and a commercial real estate investment. LPL Financial serves a diverse client base including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and brokerage services. The firm provides both discretionary and non-discretionary management with access to model portfolios, research, and various wealth management solutions.

College savings (529s, UTMA, etc.)

Jeremy I

Series 66

Ephrata, WA

Edward Jones

Jeremy Iverson is a financial advisor at Edward Jones with eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent twelve years at Big Bend Community College. Iverson holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Wealth management Retired Founder/Business Owner Executive
user avatar

Troy P

Series 63, Series 66

Ephrata, WA

LPL Financial

Troy Pugh is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 24 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory work, he manages MeritBadgeKnot.com, a website that tracks Boy Scouts of America achievements and offers commemorative patches for these milestones. LPL Financial is a nationwide investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

College savings (529s, UTMA, etc.)

Bonnie H

Series 63, Series 65, Series 66

Ephrata, WA

Edward Jones

Bonnie Helvey is a financial advisor with Edward Jones in Ephrata, WA. She holds Series 63, 65, and 66 licenses and has 33 years of industry experience, including 27 years at Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary advisory strategies, affiliated mutual funds, and additional services such as tax-efficient overlay and proxy voting under a fiduciary standard.

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

Emma I

Series 66

Ephrata, WA

Edward Jones

Emma Isaak is a financial advisor at Edward Jones in Ephrata, WA, holding a Series 66 designation with two years of industry experience. Her prior roles include positions at Northwestern Mutual, Gonzaga University, and Digital Factory Inc. Isaak is a partner in a general partnership, Isaak Brothers, connected to her husband's primary business but without active responsibilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets with a large nationwide advisor and branch network.

Charitable giving & philanthropy Business ownership considerations General estate planning guidance Retirement income strategy General retirement planning Founder/Business Owner
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Mark S

Series 66

Ephrata, WA

LPL Financial

Mark Sieverkropp is a financial advisor with LPL Financial, holding a Series 66 designation. He has diverse business experience including roles at RAP Distributing, LLC, Consolidated Electrical Distributors, and ownership of ML Sieverkropp Enterprises, Inc. and Sieverkropp Enterprises, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by comprehensive research and model portfolios.

College savings (529s, UTMA, etc.)
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