Robyn Williams

Advisor at Edward Jones

Updated today

Location

Osage City, KS 66523

Credentials

Series 63, Series 66

Industry experience

25 years

About

Robyn Williams is a financial advisor with Edward Jones in Osage City, Kansas, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. She has been with Edward Jones since 2001. Outside of advisory work, she is involved in owning and maintaining rental property in Osage City. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including managed solutions and separately managed accounts, and operates under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance

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

622 Market Street

Osage City, KS 66523

Most active in

Kansas · Texas

Work history

Edward Jones

2001 - Present (25 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

Kristi D

Series 65

Osage City, KS

American Century Investments Private Client Group, Inc.

Kristi Davenport is a financial advisor with American Century Investments Private Client Group, Inc., holding a Series 65 credential and four years of industry experience. Her prior roles include positions at Creative Planning, Inc., Waddell & Reed, and Palmer Square Capital Management, LLC. American Century Investments Private Client Group, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm utilizes model portfolios emphasizing strategic asset allocation, diversification, and portfolio construction, with a focus on affiliated mutual funds and ETFs.

Tax-loss harvesting
user avatar

Dominick B

CFP®, Series 63

Osage City, KS

Eagle Strategies (NY Life)

Dominick Bonura is a CFP® professional affiliated with Eagle Strategies (NY Life) and has two years of industry experience. His prior work includes roles at Payne Financial Strategies, Inc., NYlife Securities LLC, and New York Life Insurance Co. He also serves as a Staff Sergeant in the United States Air Force Reserve, performing maintenance and repair duties. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

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

Joshua P

ChFC®, Series 63

Lyndon, KS

Eagle Strategies (NY Life)

Joshua Payne is a ChFC® credentialed financial advisor with six years of industry experience, currently with Eagle Strategies (NY Life) since 2021. He has held roles at Payne Financial Strategies, Inc., NYLIFE Securities LLC, and New York Life Insurance Company, and also serves with the Manhattan Fire Department. Outside of advising, he is involved in family charitable giving through the Payne Family Foundation. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

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

Kevin P

Series 63, Series 66

Lyndon, KS

Eagle Strategies (NY Life)

Kevin Payne is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 66 licenses, with 31 years of industry experience. He has been with Eagle Strategies since 2019 and also operates Payne Financial Strategies, Inc. Outside of his advisory work, Payne serves as a captain for the Osage County Volunteer Fire Department #5 and is a board member of the Osage Fire Department. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios, operating within a network of over 2,000 investment adviser representatives.

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

Colton W

Series 66

Osage City, KS

Edward Jones

Colton Williams is a financial advisor with Edward Jones in Osage City, KS. He holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Basys and Keating & Associates, and was employed by Lockton Companies. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.

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