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
9 years
Location
Slidell, LA 70460
Edward Jones
Institution
Tricia Barrera is a Series 66 credentialed financial advisor with Edward Jones in Slidell, LA, where she has worked since 2016. She has nine years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices across the United States.
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.
Slidell, LA Gause Blvd West
2170 Gause Blvd West Suite 135
Slidell LA 70460
Advisors at this office
1
Louisiana · Texas
9 years of industry experience
Edward Jones
2016 - Present • 10 years
St Louis, MO
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.
ChFC®, Series 63
Abita Springs, LA
KLK Capital Wealth Advisors LLC
Kevin Keleher is a ChFC® credentialed advisor with 15 years of industry experience. He is the sole advisor at KLK Capital Wealth Advisors LLC, where he has worked since 2020. Prior to that, he was associated with Lewer Financial Advisors, LLC and The Lewer Agency Inc. He is also a licensed insurance agent specializing in fixed insurance sales. KLK Capital Wealth Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs fundamental analysis and Modern Portfolio Theory to tailor investment strategies and offers public seminars and workshops on investment topics.
Series 65
Abita Springs, LA
Common Cents Financial Planning
John Casassa is a financial advisor at Common Cents Financial Planning with one year of industry experience. Prior to entering financial services, he worked at Shell Oil Company for 39 years before retiring in 2020. The firm is operated by Casassa on a part-time basis and plans to allocate volunteer time to first-responder support. Common Cents Financial Planning provides fee-based comprehensive financial planning services to individuals, families, and small-business owners, including discounted or pro bono planning for current and retired firefighters. The firm offers investment recommendations without discretionary management, emphasizes diversified allocations tailored to client objectives, and operates under a fiduciary standard without taking custody of client assets.
Series 65
Mandeville, LA
Toce Financial Group LLC
Gianni Toce is a financial advisor at Toce Financial Group LLC with a Series 65 designation and three years of industry experience. Prior to joining Toce Financial Group in 2021, he worked at UL Lafayette and the Louisiana School for the Visually Impaired. Toce Financial Group provides discretionary portfolio management and financial planning services to individuals and legal entities, focusing on low-cost, broadly diversified, index-based allocations primarily using ETFs and mutual funds. The firm accommodates clients preferring active management but generally emphasizes passive, long-term asset allocation with tax-aware strategies.
CFP®, Series 66
Mandeville, LA
Kropog Financial Group, LLC
Ryan Kropog is a CFP®-certified financial advisor with 19 years of industry experience. He has worked at LPL Financial since 2006 and founded Kropog Financial Group, LLC in 2016, where he continues to provide financial planning and advisory services. Kropog Financial Group serves individuals, trusts, estates, businesses, and retirement plans, managing approximately $160 million across 220 client relationships. The firm offers discretionary and non-discretionary portfolio management with a focus on long-term, customized portfolios primarily using low-cost ETFs, supplemented by mutual funds, individual equities, REITs, and alternatives.
Series 66
Mandeville, LA
Kropog Financial Group, LLC
Christopher Rodriguez is a financial advisor with Kropog Financial Group, LLC, holding a Series 66 designation and four years of industry experience. His background includes roles at Kropog Financial Group, LPL Financial, Iberia Bank, and Tulane University. Kropog Financial Group provides investment advisory and financial planning services to individuals, trusts, estates, businesses, and retirement plans, managing approximately $160 million across 220 client relationships. The firm operates as a fiduciary, focusing on long-term, customized portfolios primarily built with low-cost ETFs and employs a mix of analytical approaches for investment selection and portfolio construction.
Series 65
Mandeville, LA
Eagle Capital Management, LLC
Eric Maxwell is a financial advisor at Eagle Capital Management, LLC with 14 years of industry experience. He holds a Series 65 designation and has been with Eagle Capital Management since 2011. Eagle Capital Management provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and certain banks. The firm employs a range of investment strategies across equities, fixed income, and exchange-traded funds, using fundamental, technical, and cyclical analysis tailored to client objectives.
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