Ryan Lee Nelson

Advisor at Edward Jones — Breckenridge, MN

Updated today

Credentials

Series 66

Experience

15 years

Location

Breckenridge, MN 56520

Edward Jones logo

Edward Jones

Institution

Total advisors

24,179

Across 14,130 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Ryan Nelson is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. The firm serves over four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. Edward Jones manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and emphasizes fiduciary standards in its advisory services.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

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

See office

Breckenridge, MN

130 North 5th Street

Breckenridge MN 56520

Advisors at this office

2

Most active in

Minnesota · Texas

Work history

15 years of industry experience

Edward Jones

2011 - Present • 15 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

user avatar

Jeremy R

Series 66

Wahpeton, ND

Intercarolina Financial Services, Inc.

Jeremy Remily is a financial advisor at Intercarolina Financial Services, Inc. with 17 years of industry experience. He holds the Series 66 designation and has worked at Intercarolina since 2018, following three years at Capital Financial Services, Inc. Outside of his advisory role, Remily serves as president of Great Plains Capital Mortgage, a mortgage loan origination business. Intercarolina Financial Services, Inc. provides investment advisory and retirement plan consulting to individual and qualified plan clients, employing fundamental, technical, and cyclical analysis to manage portfolios across equities, fixed income, mutual funds, and ETFs. The firm offers both discretionary and non-discretionary account management and operates multiple offices with affiliated broker-dealer and insurance services.

Retirement plans for business owners (SEP, solo 401k) Wealth management
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Anthony V

Series 63, Series 66

Wahpeton, ND

Thrivent Investment Management

Anthony Van Dyke is a financial advisor with Thrivent Investment Management in Wahpeton, ND, holding Series 63 and Series 66 licenses and six years of industry experience. His work history includes roles at Thrivent Financial, Wells Fargo, City Brew Hall, American Family, and State Farm. Outside of advising, he serves as a board member of Bois De Sioux Golf Course and is involved in farming operations as a truck driver for Etten Farms Inc. He also collects and occasionally trades trading cards. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority, emphasizing written recommendations and periodic reviews without direct portfolio management for institutional clients.

Business ownership considerations

Jodi H

Series 63, Series 66

Wahpeton, ND

Edward Jones

Jodi Hendrickson is a financial advisor at Edward Jones with 29 years of industry experience. She has held Series 63 and Series 66 designations and has been with Edward Jones since 2004. 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 investment strategies, as well as affiliated mutual funds and overlay services, operating under a fiduciary standard.

Charitable giving & philanthropy Divorce financial planning General estate planning guidance General retirement planning Retired Founder/Business Owner Executive LGBTQIA

Ashley G

CFP®, Series 66

Wahpeton, ND

Edward Jones

Ashley Gerner is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. She is involved in community activities as the Site Director for a BIO Girls nonprofit location in Wyndmere, ND, helping to launch the program locally. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Founder/Business Owner
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Adam B

Series 63, Series 65

Wahpeton, ND

Thrivent Investment Management

Adam Brandvold is a financial advisor with Thrivent Investment Management in Wahpeton, ND, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has been with Thrivent since 2016. Outside of his advisory role, Brandvold owns and operates a small cattle ranch and serves as a board member for Northland Township, where he helps oversee local road and infrastructure maintenance. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive planning on topics such as retirement, taxes, estates, and special needs without discretionary trading authority.

Business ownership considerations
user avatar

Kelly M

Series 66

Breckenridge, MN

Edward Jones

Kelly Muehler is a financial advisor at Edward Jones in Breckenridge, MN, holding a Series 66 designation with 1 year of industry experience. Prior to joining Edward Jones, Muehler worked at Doc's Pub & Eatery and Hankinson Drug. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

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