Shane Andrew Talley

Advisor at Edward Jones — International Falls, MN 4th St

Updated today

Credentials

Series 63, Series 66

Experience

18 years

Location

International Falls, MN 56649-0000

Edward Jones logo

Edward Jones

Institution

Total advisors

24,228

Across 14,115 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Shane Talley is a financial advisor with Edward Jones in International Falls, MN, holding Series 63 and Series 66 licenses and with 17 years of industry experience. He has been with Edward Jones since 2009. Talley serves as a board member of Koochco Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

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

International Falls, MN 4th St

445 4th St

International Falls MN 56649

Advisors at this office

4

Most active in

Minnesota · Texas

Work history

18 years of industry experience

Edward Jones

2009 - Present • 17 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

Chris Q

Series 63, Series 65

International Falls, MN

&PARTNERS

Chris Quackenbush is a financial advisor at &Partners with 21 years of industry experience. He has held positions at Wells Fargo Advisors, Wells Fargo Clearing, and Raymond James Financial. Quackenbush is involved with TQWMG, LLC, an investment-related business in Bloomington, Indiana, where he holds a 50% ownership interest and serves as a trustee for a related 401(k) plan. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan consulting using a combination of proprietary and third-party strategies.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
user avatar

Richard R

Series 63, Series 65

International Falls, MN

LPL Enterprise

Richard Rud is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and seven years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, he has been employed in customer service roles in aviation logistics. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base that includes individual and high-net-worth investors, retirement plans, and corporate entities. The firm utilizes model-driven investment approaches and offers access to third-party asset managers, financial planning, and various affiliated financial services.

Tax-loss harvesting

Brady H

Series 66

International Falls, MN

Edward Jones

Brady Hjelle is a financial advisor at Edward Jones with one year of industry experience. He previously worked at TruStar Federal Credit Union for five years and Border State Bank for four years. Hjelle holds a Series 66 designation and is based in International Falls, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
user avatar

Melissa G

Series 66

International Falls, MN

Fidelity

Melissa Gaustad is a financial advisor at Fidelity with 19 years of industry experience. She holds the Series 66 designation and has been with Fidelity since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm’s approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services along with model portfolio delivery.

Charitable giving & philanthropy Active portfolio management

Erik S

Series 66

International Falls, MN

Edward Jones

Erik Strand is a financial advisor with Edward Jones, holding a Series 66 designation and ten years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, Strand serves as a board member and financial manager for Koochco, Inc. in International Falls, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Retirement income strategy General estate planning guidance Wealth management Retired Founder/Business Owner Executive

John W

Series 66

International Falls, MN

Edward Jones

John Winkel is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and previously worked at TruStar Federal Credit Union and the City of International Falls. In addition to his advisory role, he serves as a volunteer firefighter and is a trustee for Rainy Lake Medical Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and affiliated services, supported by a nationwide network of over 23,000 advisors.

Retirement income strategy Divorce financial planning Early retirement planning Planning for children with special needs Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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