Sarah Browning

Advisor at Edward Jones

Updated today

Location

Washington, IN 47501

Credentials

Series 63, Series 66

Industry experience

25 years

About

Sarah Browning is a financial advisor with Edward Jones in Washington, Indiana, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Edward Jones since 2001. Browning is also the owner of an Edward Jones office building in Washington, IN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients nationwide. The firm offers a range of advisory programs and investment options supported by a large network of advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Business ownership considerations Business exit / sale strategy Business succession planning 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

310 Se 21 St Street

Washington, IN 47501

Most active in

Indiana · 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

Michael G

Series 63, Series 65

Loogootee, IN

Creativeone Wealth, LLC

Michael Graber is a financial advisor at CreativeOne Wealth, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked with CreativeOne Wealth since 2018. He is also involved with Compass Retirement Advisors LLC, Gradient, and The Insurance Shop Inc., where he has roles related to retirement planning and insurance. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, charitable organizations, and other RIAs. The firm employs a mix of proprietary ETF-based core models, third-party managers, and option strategies, supporting tailored assessments and regular portfolio rebalancing.

Active portfolio management ESG / Sustainable investing Concentrated stock management Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner

Eric B

CFP®, Series 63, Series 66

Washington, IN

Edward Jones

Eric Bassler is a CFP® with 25 years of experience in financial advisory services, currently with Edward Jones. He has been with the firm since 2000. Outside of his advisory role, he serves as a State Senator in Indiana and holds board positions with the Heart of City organization and the Wabash Valley Correctional Facility advisory board. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm manages over $1 trillion in assets and offers a range of advisory programs under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning Multi-generational wealth transfer General estate planning guidance Retired Founder/Business Owner Executive
user avatar

Troy S

CFP®, Series 63, Series 65

Washington, IN

OSAIC

Troy Stoll is a CFP® professional with 27 years of industry experience, currently serving at OSAIC since 2024. He previously worked at Woodbury Financial Services Inc. and National Planning Corporation. Outside of his advisory role, he is the treasurer and a board member of Sandborn First Christian Church and owns a sole proprietorship providing bookkeeping and financial statement preparation services. He also operates a firearms transfer business as a hobby. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer supporting a large network of financial advisers who serve a broad client base, including individuals, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of advisory programs and access to multiple custodial platforms.

Annuities Founder/Business Owner Executive Retired
user avatar

Mary A

Series 66

Loogootee, IN

Edward Jones

Mary Anderson is a financial advisor at Edward Jones with 12 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

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

Grant S

Series 63, Series 66

Washington, IN

Edward Jones

Grant Stafford is a financial advisor with Edward Jones in Washington, Indiana, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. Prior to joining Edward Jones in 2020, he worked at Graber Post Buildings and Fastenal Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of around 23,701 financial advisors. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and providing affiliated mutual funds, tax-efficient services, and securities-based lending options.

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

Alex K

Series 66

Washington, IN

LPL Financial

Alex Knepp is a financial advisor with LPL Financial in Washington, Indiana, holding a Series 66 designation and 20 years of industry experience. He has worked at LPL Financial since 2009 and also has a longstanding affiliation with German American Bank beginning in 2002. Knepp serves on the Barr-Reeve School Board, a nonprofit position he has held since 2017. LPL Financial provides advisory and brokerage services to a diverse range of clients including individuals, retirement plans, institutions, and high-net-worth households. The firm offers multiple investment delivery options supported by an in-house research team, combining large-scale advisory operations with a variety of product offerings and service capabilities.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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