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
Series 66
Experience Industry experience
12 years
Location
McConnelsville, OH 43756-1215
Edward Jones
Institution
Stephen Kirk is a financial advisor with Edward Jones in McConnelsville, OH, holding a Series 66 designation and 12 years of industry experience. He worked at J.P. Morgan Securities LLC from 2013 to 2019 before joining Edward Jones in 2019. Outside of his advisory role, he is a joint owner of a general farming business, Red Barn Acres, which is currently not income-producing. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 financial advisors and emphasizes fiduciary standards in its 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.
McConnelsville, OH
48 W Main St
McConnelsville OH 43756-1215
Advisors at this office
1
Ohio · Texas
12 years of industry experience
Edward Jones
2019 - Present • 7 years
St.Louis, MO
JpMorgan Securities LLC
2013 - 2019 • 6 years
Columbus, OH
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 66
Beverly, OH
Maridea Wealth Management
Dustin Becker is a financial advisor at Maridea Wealth Management with four years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial LLC. Becker is also involved in an insurance agency, Dietz, Futrell & Walters Insurance Inc., where he has a role outside of his advisory work. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans through a 33-advisor team managing approximately $1.97 billion in assets. The firm employs a diversified, tax-aware investment approach using low-cost mutual funds and ETFs, supplemented by AI tools under human oversight and coordinated services across affiliated entities.
Series 63
Beverly, OH
Maridea Wealth Management
Rickie Walters is a financial advisor with Maridea Wealth Management in Beverly, OH, holding a Series 63 designation and 37 years of industry experience. His prior roles include positions at LPL Financial and Cetera Advisors. Walters is also involved in an insurance agency, Dietz, Futrell & Walters, which sells property and casualty, life and health insurance, and fixed annuities. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans through a 33-advisor team managing approximately $1.97 billion in assets. The firm focuses on diversified, tax-aware portfolios using low-cost mutual funds and ETFs, with a primarily long-term investment approach supplemented by AI tools and coordinated planning across affiliated entities.
Series 66
Beverly, OH
Maridea Wealth Management
Michael Anthony is a financial advisor with Maridea Wealth Management, holding a Series 66 credential and 17 years of industry experience. His work history includes roles at LPL Financial LLC and Cetera Advisors LLC, along with involvement in the insurance sector through Dietz Futrell & Walters Insurance Agency. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans. The firm manages approximately $1.97 billion in assets across a 33-advisor team and employs a diversified, tax-aware investment approach emphasizing low-cost mutual funds and ETFs combined with a long-term horizon.
Series 63, Series 65
McConnelsville, OH
LPL Financial
Parker Webb is a financial advisor with LPL Financial in McConnelsville, Ohio, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Nationwide Investment Services Inc., Webb Financial Group LLC, and Ohio Dominican University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing various portfolio strategies and technology tools.
Series 63
McConnelsville, OH
LPL Financial
Scott Webb is a financial advisor with LPL Financial, holding a Series 63 credential and bringing 29 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory role, Webb is involved in fixed insurance sales through a separate business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers comprehensive advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by a large network of investment adviser representatives.
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