Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
7 years
Location
Boscobel, WI 53805-1216
Edward Jones
Institution
Sara Stowell is a financial advisor with Edward Jones in Boscobel, WI, holding Series 63 and Series 66 licenses and seven years of industry experience. She has been with Edward Jones since 2018, with a brief tenure at Fairway Outdoor Advertising and Cottonwood Financial prior to that. Outside of her advisory work, she manages commercial rental properties in Boscobel. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies and advisory services through a nationwide network of financial advisors, supporting approximately $1.01 trillion in assets under management.
Based on Edward Jones
$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)
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.
Boscobel, WI
408 Elm St
Boscobel WI 53805-1216
Advisors at this office
1
Wisconsin
7 years of industry experience
Edward Jones
2020 - Present • 6 years
St Louis, MO
Unemployed
2019 - 2019 • 1 year
Wauzeka, WI
Edward Jones
2018 - 2019 • 1 year
St Louis, MO
Fairway Outdoor Advertising
2017 - 2018 • 1 year
La Crosse, WI
Cottonwood Financial
2016 - 2017 • 1 year
Irving, TX
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63
Gays Mills, WI
Lemley Yarling Management Co
Ralph Lemley II is the sole advisor at Lemley Yarling Management Co. He holds a Series 63 designation and has 60 years of industry experience. Mr. Lemley has worked with Lemley, Yarling & Co. since 1986 and with Lemley Yarling Management Co. since 1984. Lemley Yarling Management Co. provides individualized portfolio management and investment advice to individuals, retirement and profit-sharing plans, trusts, and charitable organizations, generally on a discretionary basis. The firm maintains a small, long-standing client base and emphasizes risk avoidance and market timing through investments in quality stocks, large-cap equities, ETFs, and cash or short-term Treasury positions.
Series 63, Series 65
Blue River, WI
Commonwealth Financial Network
Brandi Walton is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and 14 years of industry experience. She has been associated with Commonwealth Financial Network and WCCU Investment Consultants since 2012. Outside of her financial career, she has worked as a waitress at Mellem Fish House for 10 years and is an independent consultant selling personal care and cleaning products. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform including managed-account programs, third-party asset manager access, and custody/clearing services.
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