Walter Vetter
Advisor at Edward Jones
Updated today
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.
Location
Winnemucca, NV 89445
Credentials
Series 63, Series 66
Industry experience
20 years
About
Walter Vetter is a financial advisor at Edward Jones with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2006. Vetter serves as a board member for Together We Can, an organization focused on educating people about the school's pay-as-you-go bond. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages over $1 trillion in assets and offers discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds 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
Fee options
$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.
Location
185 Melarkey Street
Winnemucca, NV 89445
Most active in
Walter V has reported serving >5 clients in these states in the last 12 months.
Nevada · Texas
Work history
Edward Jones
2006 - Present (20 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Andree R
Series 66
Winnemucca, NV
Cetera
Andree Rose is a financial advisor with Cetera, holding a Series 66 designation and 25 years of industry experience. She has worked with firms including Avantax Advisory Services and 1st Global Advisors, and is also the managing partner of Drake Rose & Associates, LLC, a CPA firm. Additionally, she serves as a trustee for multiple family trusts. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of investment management and financial planning services, utilizing a mix of advisor-managed accounts, model portfolios, and third-party solutions, along with retirement and fiduciary capabilities integrated into its broader trust and institutional platform.
Jordan V
CFP®, Series 66
Winnemucca, NV
Edward Jones
Jordan Vetter is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked with the University Studies Abroad Consortium (USAC) for five years. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, with approximately $1.01 trillion in assets under management supported by a large network of financial advisors and branch offices. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.
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