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Susan A Grutkoski

Advisor at Edward Jones — Moose Lake, MN

Updated today

Credentials

Series 66

Experience

1 year

Location

Moose Lake, MN 55767

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

Susan Grutkoski is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at the Minnesota Department of Corrections and has experience in ranch management and the restaurant business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

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

Moose Lake, MN

314 Elm Ave

Moose Lake MN 55767

Advisors at this office

3

Most active in

Minnesota · Texas

Work history

1 year of industry experience

Edward Jones

2025 - Present • 1 year

St. Louis, MO

MN Department of Corrections

2019 - 2025 • 6 years

Moose Lake, MN

Doc's on 23

2018 - 2019 • 1 year

Askov, MN

Wolf Creek Elk Ranch

2014 - 2019 • 5 years

Sturgeon Lake, MN

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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Kerrick P

Series 63, Series 65

Sturgeon Lake, MN

Wells Fargo Clearing

Kerrick Pearson is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He has held roles at Wells Fargo Advisors LLC from 2011 to 2016 before joining Wells Fargo Clearing in 2016. He holds Series 63 and Series 65 licenses. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Retired Founder/Business Owner
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Craig P

Series 66

Moose Lake, MN

LPL Financial

Craig Prudhomme is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He worked previously at Investment Centers of America, Inc. and ICA Group Wealth Management, LLC. Outside of his advisory role, he is a partner with his spouse in an online retail business called MilkweedMeadow. 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 institutions. The firm offers a range of financial planning and investment solutions supported by a large network of advisors and advanced operational tools.

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

Tia G

Series 63

Moose Lake, MN

Edward Jones

Tia Grutkoski is a financial advisor at Edward Jones with 21 years of industry experience. She has been with Edward Jones since 2004 and holds a Series 63 designation. Outside of her advisory role, she serves as a scoreboard operator for Willow River ISD #577 during home varsity basketball games. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Retirement income strategy General retirement planning Multi-generational wealth transfer Retired Founder/Business Owner Executive Intergenerational Families

Jon L

Series 66

Moose Lake, MN

Edward Jones

Jon Lund is a financial advisor at Edward Jones with five years of industry experience. Prior to joining Edward Jones in 2021, he worked at Mercy Hospital for three years and Nemadji Research Corporation for nineteen years. He serves as Vice Chairman on the Moose Lake Fire District Board and holds volunteer director positions with the Moose Lake Community Hospital District and Essentia Health in Moose Lake, 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, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, investment solutions, and affiliated capabilities under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Military & Veterans Founder/Business Owner
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