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Credentials
Series 66
Experience Industry experience
18 years
Location
Marshall, MO 65340
&PARTNERS
Enterprise
Wesley Beumer is a financial advisor at &PARTNERS with 17 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 15 years before joining &PARTNERS in 2023. Outside of his advisory role, he is involved in agriculture through owning and sharecropping a farm in Marshall, Missouri. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, employing a range of portfolio management strategies that incorporate fundamental, technical, and quantitative analysis, as well as alternative and complex products.
Based on &PARTNERS
Based on &PARTNERS
Fixed fees for financial planning and consulting services, as negotiated
$0+: Negotiable up to 3.0%, commonly asset-based advisory fee capped at 3.0% Below recommended Envestnet minimum+: Additional $40 annual fee for Tax Overlay Services
Transaction fees and commissions charged in addition to advisory fees; broker-dealer services provided; commissions received on brokerage transactions
Hourly consulting fees as agreed upon with client
Subscription fee of $500/month for weekly market commentary service
Minimum fee: A $40 annual fee if account is below recommended minimum balance (Envestnet program) Fee-only: Negotiable flat fees for financial planning, estate/trust administration consulting, other consulting services
Marshall, MO
1211 West Morrow
Marshall MO 65340
Advisors at this office
1
Missouri · Texas
18 years of industry experience
&Partners Llc
2023 - Present • 3 years
Nashville, TN
Edward Jones
2008 - 2023 • 15 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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
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.
CFP®, Series 63, Series 66
Marshall, MO
Edward Jones
Derrick Krause is a CFP® professional at Edward Jones with 11 years of industry experience, including 10 years with the firm in Marshall, MO. He holds Series 63 and Series 66 licenses. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
CFP®, Series 63
Marshall, MO
Edward Jones
Joshua Dierking is a CFP®-credentialed financial advisor with Edward Jones, where he has worked since 2001, totaling 26 years of industry experience. He is based in Marshall, MO, and holds a Series 63 license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Series 66, Series 63
Marshall, MO
Edward Jones
Steven Bertani is a financial advisor at Edward Jones in Marshall, Missouri, with two years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Edward Jones, he worked for 19 years with the Arrow Rock Lyceum Theatre. Bertani also serves as a part-time Emergency Medical Technician for the Saline County Ambulance District. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, tax-efficient services, and affiliated investment options.
Series 66
Marshall, MO
Ameriprise
Rusty Ream is a financial advisor at Ameriprise with 14 years of industry experience and holds a Series 66 designation. He has worked at Ameriprise since 2018, including its affiliated entities, and previously at Investment Professionals Inc. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm operates as a large institutional provider offering advisory, brokerage, and insurance solutions through affiliated companies.
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