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 66
Experience Industry experience
1 year
Location
Cordell, OK 73632
Edward Jones
Institution
Sarah Boyd is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and previously worked for Statewide Fire and Consulting LLC for 11 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Based on Edward Jones
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.
Cordell, OK
201 E Main Street
Cordell OK 73632
Advisors at this office
3
Oklahoma · Texas
1 year of industry experience
Edward Jones
2022 - Present • 4 years
Cordell, OK
Statewide Fire and Consulting LLC
2011 - 2022 • 11 years
Cashion, OK
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, Series 66
Cordell, OK
Edward Jones
Harry Kliewer is a financial advisor with Edward Jones in Cordell, Oklahoma, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been involved with Oklahoma - West Mineral Properties, Inc. since 1982. Kliewer serves as the mayor-elect of the City of New Cordell, overseeing budgets and municipal operations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with a network of approximately 23,701 financial advisors and $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.
Series 66
Cordell, OK
Edward Jones
Carolyn Heerwald is a Series 66 licensed financial advisor with Edward Jones, based in Cordell, Oklahoma, and has three years of industry experience. She has worked with Edward Jones since 2016 and previously held positions at White Arrow and Express Employment Professionals. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, supported by a nationwide network of over 23,700 financial advisors and managing approximately $1.01 trillion in assets.
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