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Seth T Volden

Advisor at Edward Jones — Westby, WI

Updated today

Credentials

Series 66

Experience

< 1 year

Location

Westby, WI 54667

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,149 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Seth Volden is a financial advisor at Edward Jones in Westby, WI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Dakota Supply Group and has extensive experience in distribution and hospitality through roles at S&S Distributing/BILLS DISTRIBUTING and Gasser's Bar & Grill. Edward Jones is a full-service wealth management firm serving over 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.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

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

Westby, WI

100 Majestic Drive Suite 500

Westby WI 54667

Advisors at this office

2

Most active in

Wisconsin

Work history

< 1 year of industry experience

Edward Jones

2026 - Present • 1 year

St Louis, MO

Dakota Supply Group

2018 - 2021 • 3 years

La Crosse, WI

S&S Distributing/BILLS DISTRIBUTING

2015 - 2026 • 11 years

Sparta, WI

Gasser's Bar & Grill

2015 - 2026 • 11 years

Viroqua, WI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Paul T

Series 65

Westby, WI

The Life Group Financial Services

Paul Thompson is a financial advisor at The Life Group Financial Services with five years of industry experience. He holds a Series 65 designation and has worked at Guncheon Financial, LLC since 2020. Prior to his financial career, he was the operations manager for Living Waters Bible Camp for nine years. The Life Group Wealth Partners provides discretionary investment management and wealth consulting to individuals, families, corporate executives, business owners, and retirement plans. The firm uses a core/satellite investment strategy and offers services including portfolio management, retirement-plan design, financial planning, and educational seminars.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Executive Founder/Business Owner
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Jeanne F

Series 63, Series 66

Chaseburg, WI

Inspire Advisors, LLC

Jeanne Foss is a financial advisor at Inspire Advisors, LLC with six years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Inspire Advisors, she worked at Thrivent Financial and Thrivent Investment Management Inc. Jeanne also has a background in telecommunications engineering at Lumen Technologies. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and serves individual clients, high-net-worth individuals, institutions, charitable organizations, and other advisers. The firm incorporates Biblically Responsible Investing principles using proprietary tools and employs a combination of fundamental, technical, quantitative analysis, and modern portfolio theory to construct portfolios.

ESG / Sustainable investing
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Travis G

Series 66

Viroqua, WI

Harbour Investments, Inc.

Travis Gaskell is a financial advisor with Harbour Investments, Inc. He holds a Series 66 designation and has three years of industry experience. Prior to joining Harbour, he worked at Cade Financial Services and spent several years in the education sector with Westby Area School District and Kickapoo Area Schools. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services using various investment approaches tailored by individual advisers and approved third-party managers.

Annuities Options & derivatives strategies
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Beau S

Series 65, Series 63

Viroqua, WI

Harbour Investments, Inc.

Beau Schroeder is a financial advisor with Harbour Investments, Inc., holding Series 65 and Series 63 designations and one year of industry experience. Prior to joining Harbour, he worked at Edward Jones and has a background in the automotive industry. He serves as a school board member for Kickapoo Area Schools. Harbour Investments serves a diverse client base including individual clients, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services with multiple investment approaches tailored by individual advisors and third-party managers.

Annuities Options & derivatives strategies
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Aaron C

CFP®, Series 63, Series 66

Viroqua, WI

Harbour Investments, Inc.

Aaron Cade is a CFP® professional with 27 years of industry experience. He is affiliated with Harbour Investments, Inc. and has been operating Cade Financial Services since 2011. Cade serves as a director and board member of the Vernon Memorial Healthcare Foundation and is involved with the Viroqua Development Association, where he participates in community planning related to job creation and housing development. Harbour Investments, Inc. provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm utilizes a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

Annuities Options & derivatives strategies
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Michael C

Series 66

Viola, WI

LPL Financial

Michael Callan is a financial advisor with LPL Financial, holding a Series 66 designation and 27 years of industry experience. He has worked at LPL Financial since 2017 and previously spent 17 years at Investment Centers Of America, Inc., with additional experience at Citizens First Bank dating back to 2000. Outside of his advisory role, he is also an insurance agent with United Life Insurance Agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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