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
ChFC®, Series 66
Experience Industry experience
14 years
Location
Escanaba, MI 49829-1557
Edward Jones
Institution
Sheryl Koepp is a financial advisor with Edward Jones in Escanaba, MI, holding ChFC® and Series 66 designations and bringing 14 years of industry experience. She has been with Edward Jones since 2001, totaling 25 years at the firm. Outside of her advisory role, Koepp serves as president of the Bay De Noc Flying Club, a recreational aviation group in Escanaba. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and is known for its extensive network of advisors and branches, as well as its fiduciary standard and comprehensive advisory and affiliated financial services.
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.
Escanaba, MI Lincoln Fair Plaza
Lincoln Fair Plaza, 843 N Lincoln Rd
Escanaba MI 49829-1557
Advisors at this office
1
Michigan · Texas
14 years of industry experience
Edward Jones
2001 - Present • 25 years
Escanaba, MI
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 65
Escanaba, MI
Delta Financial, Inc.
James Mcneil is an Investment Adviser Representative with Delta Financial, Inc. He holds a Series 65 designation and began his advisory career in 2026. Prior to joining Delta Financial, Mr. Mcneil worked as the City Manager for the City of Escanaba, Michigan, a role focused on municipal government administration. He will transition to dedicating full time to his advisory duties at Delta Financial in mid-2026. Delta Financial, Inc. is a small, owner-operated investment adviser offering discretionary asset management, financial planning, and retirement-plan services. The firm applies a value-oriented, long-term investment approach combined with tactical asset allocation and serves clients including plan sponsors, participants, and institutional entities.
Series 65
Escanaba, MI
Delta Financial, Inc.
Robert Valentine is a financial advisor at Delta Financial, Inc. He holds a Series 65 designation and began his advisory career in 2026. Prior to joining Delta Financial, he worked for seven years at First Bank Upper Michigan and spent 28 years with the City of Escanaba. Delta Financial, Inc. is a small investment adviser offering discretionary asset management, financial planning, and retirement-plan services. The firm serves plan sponsors, participants, and other clients with an investment approach combining fundamental and technical analysis, value-oriented and long-term strategies, and tactical asset allocation tailored to individual objectives.
Series 63
Escanaba, MI
Golden State Wealth Management, LLC
Fredric Jurmu is a financial advisor at Golden State Wealth Management, LLC with 39 years of industry experience. He holds the Series 63 designation and has been with Golden State Wealth Management and LPL Financial since 2016. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm emphasizes discretionary portfolio management and uses a variety of analytic approaches and third-party managers while primarily billing on a percentage-of-assets basis.
Series 63, Series 66
Escanaba, MI
Packerland Brokerage Services, Inc.
Brad Nordin is a financial advisor with Packerland Brokerage Services, Inc. in Escanaba, MI, holding Series 63 and Series 66 designations with 29 years of industry experience. He has been with Packerland Brokerage Services since 2006. Nordin also acts as a personal representative for an estate and has experience selling fixed annuities. Packerland Brokerage Services, Inc. serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan consulting through a network of 176 advisors and utilizes both direct management and third-party managers to provide diversified investment solutions.
Series 63, Series 65, Series 66
Gladstone, MI
Private Advisor Group, LLC
Steven Tackman is a financial advisor with Private Advisor Group, LLC, holding Series 63, Series 65, and Series 66 designations and totaling 34 years of industry experience. His prior roles include positions at LPL Financial and Advantage Investment Management, LLC. He is also the owner of Tackman Tax & Business Consulting and serves on the board of the Gladstone Economic Development Corporation. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary advisory model utilizing various investment strategies and technology platforms, providing access to proprietary and third-party managed account solutions.
Series 66
Escanaba, MI
Private Advisor Group, LLC
Christian Tackman is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has one year of industry experience and previously worked at LPL Financial and Hilton Worldwide Inc., among other roles. Outside of his advisory work, he operates Tackman Capital Management, a registered investment advisor DBA. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and offers a range of managed account solutions using proprietary and third-party platforms.
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