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Sonya Barleen

Advisor at Edward Jones — Clay Center, KS

Updated today

Credentials

Series 66

Experience

7 years

Location

Clay Center, KS

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

Sonya Barleen is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018, with a brief tenure at Colonial Life in 2019. Outside of her advisory role, she serves as a volleyball referee for the Clay County School District and works as a bartender and server at a local restaurant. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Clay Center, KS

Clay Center KS

Advisors at this office

1

Most active in

Kansas

Work history

7 years of industry experience

Edward Jones

2019 - Present • 7 years

St. Louis, MO

Colonial Life

2019 - 2019 • 1 year

Leawood, KS

Edward Jones

2018 - 2018 • 1 year

St Louis, MO

Little Players Daycare

2009 - 2018 • 9 years

Clay Center, KS

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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Kurt H

Series 66

Clay Center, KS

Raymond James Financial

Kurt Haberer is a financial advisor at Raymond James Financial with 25 years of industry experience. He holds the Series 66 designation and has worked with Raymond James since 2019. Outside of his advisory role, he serves on the Clay County Educational Endowment Association and the City of Clay Center Planning Commission and Board of Zoning Appeals. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, and institutional clients. The firm employs non-discretionary planning and analytical tools to tailor recommendations to client goals and supports municipal and public-finance work through a unique municipal advisor affiliation.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar

Jacob L

Series 66

Clay Center, KS

OSAIC

Jacob Lohrmeyer is a financial advisor at Osaic Wealth, Inc. with one year of industry experience and a Series 66 designation. Prior to his financial career, he worked in healthcare at Clay County Medical Center and Epic Vision Eye Centers. He is active in the Clay Center community, serving as Vice President of the local Rotary Club and as a board member of A Mural Movement of Clay Center. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to construct portfolios across various asset classes for discretionary or non-discretionary management.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive

Kerri S

Series 66

Clay Center, KS

Edward Jones

Kerri Spielman is a financial advisor at Edward Jones in Clay Center, KS, holding a Series 66 designation with 10 years of industry experience. She has been with Edward Jones since 2016. Spielman serves as a board member of the Clay Center Housing Authority. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive
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Jill M

Series 63, Series 66

Clay Center, KS

OSAIC

Jill Mugler is a financial advisor at Osaic with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Securities America Advisors, Investacorp Advisory Services, and Braden Financial Services, where she serves as president. Mugler is also a member of Rotary International and serves on the board of the Clay Center Community Improvement Foundation. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing various tools and third-party solutions to construct portfolios across a range of asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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