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Thomas F Overby

Advisor at Edward Jones — Vermillion, SD E Cherry St

Updated today

Credentials

Series 66

Experience

7 years

Location

Vermillion, SD 57069-2257

Edward Jones logo

Edward Jones

Institution

Total advisors

24,223

Across 14,146 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Thomas Overby is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Prior to his career in financial advising, he worked at Amgen Inc for thirteen years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, tax-efficient solutions, and access to affiliated mutual funds and separately managed accounts.

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

Vermillion, SD E Cherry St

121 E Cherry St

Vermillion SD 57069-2257

Advisors at this office

1

Most active in

South Dakota · Texas

Work history

7 years of industry experience

Edward Jones

2019 - Present • 7 years

St Louis, MO

Amgen Inc

2006 - 2019 • 13 years

Thousand Oaks, CA

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

Gary S

Series 63, Series 65

Vermillion, SD

Ameriprise

Gary Schaap is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as Treasurer on the Board of Directors for Beresford Housing and Redevelopment and is President of Living Word Free Lutheran Church. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm offers a combination of advisory, brokerage, and insurance solutions, leveraging algorithmic tools alongside personalized recommendations to support clients’ retirement income strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar

Crystal H

Series 66

Vermillion, SD

Ameriprise

Crystal Hekrdle is a financial advisor at Ameriprise with four years of industry experience. She holds a Series 66 designation and previously worked at Abenov LLC for six years. Outside of her advisory role, she serves as Treasurer for the Vermillion Youth Soccer League. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides customized retirement income planning with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement

Sheri O

ChFC®, Series 66

Vermillion, SD

Edward Jones

Sheri Ouellette is a financial advisor at Edward Jones with the ChFC® and Series 66 designations and nine years of industry experience. She has worked at Edward Jones since 1990, including her current tenure starting in 2020. Outside of financial advising, she holds executive roles in Ouellette Trucking Inc and serves on the board of Domestic Violence Safe Options Services as secretary, and as treasurer for the United Way of Vermillion. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner Educators, Teachers, and Academics

Patrick H

Series 66

Vermillion, SD

Edward Jones

Patrick Higgins is a Series 66-registered financial advisor with Edward Jones, based in Vermillion, SD, with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and managed solutions. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, providing discretionary and non-discretionary strategies alongside affiliated mutual funds and tax-efficient services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

M R

Series 63, Series 66

Vermillion, SD

Edward Jones

M Robinson is a financial advisor with Edward Jones in Vermillion, SD, holding Series 63 and Series 66 credentials and having 39 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1986. Outside of his advisory role, he is involved in ownership and management of several agribusiness and ethanol plant investments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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