Rodger L Dooley

Advisor at Edward Jones — Dell Rapids, SD W 4th St

Updated today

Credentials

Series 66

Experience

5 years

Location

Dell Rapids, SD 57022

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

Rodger Dooley is a financial advisor with Edward Jones in Dell Rapids, SD, holding a Series 66 designation and four years of industry experience. He has been with Edward Jones since 2021 and previously worked at Saia Inc for ten years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and maintains a large network of financial advisors and branch offices nationwide.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) Wealth management General retirement planning

Occupation focus

Military & Veterans

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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

Dell Rapids, SD W 4th St

507 W 4th St

Dell Rapids SD 57022

Advisors at this office

1

Most active in

South Dakota · Texas

Work history

5 years of industry experience

Edward Jones

2021 - Present • 5 years

St Louis, MO

Saia Inc

2011 - 2021 • 10 years

Sioux Falls, SD

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

Carter S

Series 63, Series 65

Dell Rapids, SD

IAMS Wealth Management, LLC

Carter Schmitz is a financial advisor at IAMS Wealth Management, LLC with Series 63 and Series 65 credentials. He has one year of industry experience and has held roles at Next Point Technology, Inc., The Integrity Group, LLC, and Northwestern Mutual. Outside of his advisory work, he serves as treasurer for student organizations at Augustana University. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm offers discretionary portfolio management and consulting using proprietary and third-party model portfolios with an asset-allocation approach across multiple asset classes.

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

Michael K

ChFC®, Series 63

Dell Rapids, SD

Eagle Strategies (NY Life)

Michael Kahler is a financial advisor with Eagle Strategies (New York Life) and holds the ChFC® designation and Series 63 license. He has 40 years of industry experience and has been affiliated with Eagle Strategies and New York Life since 1985. Kahler also operates Kahler Financial Services, which sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, defined contribution and benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services with an emphasis on tailored recommendations and predominantly non-discretionary asset management.

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

Dustin S

Series 66

Dell Rapids, SD

LPL Financial

Dustin Steckler is a financial advisor with LPL Financial in Dell Rapids, SD, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at First Interstate Bank and has a background in education and community involvement, including positions with the Dell Rapids School District and the Dell Rapids Baseball Association. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charities. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
user avatar

Bruce M

Series 63, Series 65

Dell Rapids, SD

LPL Financial

Bruce Mogen is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James Financial Services and First Interstate Bank. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
user avatar

Lesley S

CFP®, Series 66

Dell Rapids, SD

Edward Jones

Lesley Simanek is a CFP® certificant with 18 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

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

Cory V

CFP®, Series 63, Series 66

Dell Rapids, SD

Edward Jones

Cory Van Duyn is a CFP® professional with 24 years of experience at Edward Jones, where he has been since 2002. He holds the Series 63 and Series 66 licenses. Outside of financial advising, he is involved in ethanol production through POET Bio Refining in Sioux Falls, SD. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

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