Zane Bennett Wilt

Advisor at Edward Jones — St Joseph, MO South Belt Hwy

Updated today

Credentials

Series 66

Experience

1 year

Location

St Joseph, MO 64503

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

Zane Wilt is a financial advisor at Edward Jones in St. Joseph, Missouri, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Boehringer Ingelheim and Altec Industries and spent two years at the University of Missouri-Columbia. Outside of finance, Wilt is a part-owner of a family-owned small business involved in horse breeding and farm management. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm is notable for its extensive retail advisor network and affiliated offerings beyond traditional advisory services.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Early retirement planning College savings (529s, UTMA, etc.) Passive / index investing ESG / Sustainable investing

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

St Joseph, MO South Belt Hwy

2901 South Belt Hwy

St Joseph MO 64503

Advisors at this office

2

Most active in

Missouri · Texas

Work history

1 year of industry experience

Edward Jones

2025 - Present • 1 year

St. Louis, MO

Boehringer Ingelheim

2022 - 2025 • 3 years

Saint Joseph, MO

Altec Industries

2017 - 2022 • 5 years

Saint Joseph, MO

University of Missouri-Columbia

2015 - 2017 • 2 years

Columbia, MO

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

Patrick K

Series 63, Series 65, Series 66

St. Joseph, MO

Kirwan Capital

Patrick Kirwan is the sole advisor at Kirwan Capital in St. Joseph, Missouri, holding Series 63, 65, and 66 licenses with 22 years of industry experience. He serves as director of K Plus Angus Ranch, Inc. and K & K Farming, Inc., family-owned farming and land management companies. Kirwan Capital provides discretionary portfolio management and financial planning services to individuals, high net worth clients, charitable institutions, corporations, and other businesses. The firm employs an intrinsic value investment philosophy for individual stock accounts and a low-cost asset allocation approach for ETF accounts, with a long-term holding orientation and individualized tax considerations.

Active portfolio management Passive / index investing Options & derivatives strategies
user avatar

Max N

Series 63, Series 65

Amazonia, MO

BN Investment, LLC

Max Nelson is the sole advisor at BN Investment, LLC, an independent firm based in Amazonia, Missouri. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Nelson has led BN Investment since 2012. BN Investment, LLC provides discretionary portfolio management to individuals, trusts, and small businesses, focusing on U.S.-listed equities, ETFs, and related derivatives. The firm employs a combination of fundamental and technical analysis, routinely uses options and derivatives for income generation and risk management, and applies margin and intraday trading techniques within managed accounts.

Options & derivatives strategies Active portfolio management
user avatar

Michael J

Series 65

St. Joseph, MO

Jones & Co. Wealth Advisory

Michael Jones is a financial advisor at Jones & Co. Wealth Advisory in St. Joseph, MO, holding a Series 65 designation with two years of industry experience. Prior to his advisory role, he worked for the Social Security Administration and held positions at Express Flight, Inc. and Transwest DBA Yellow Frog Graphics. He continues to work as a contact representative at the Social Security Administration. Jones & Co. Wealth Advisory is an independent, single-advisor firm providing discretionary portfolio management and advisory services to individuals, families, and a diverse range of institutional clients. The firm follows a goal-oriented, generally conservative investment approach focused on value investing with complementary allocations to fixed income, high-dividend, defensive, and growth strategies.

Wealth management Equity compensation tax strategy Retirement income strategy Income planning Founder/Business Owner
user avatar

Sidney D

Series 65

Saint Joseph, MO

Family Investment Center

Sidney Davis is a Series 65-licensed advisor with five years of industry experience, currently working at Family Investment Center since 2019. Prior to this, Davis held positions at Goetz Credit Union and Kohl’s Department Store. Family Investment Center is a registered investment adviser with a team of about 12 advisors managing approximately $689 million for individuals, families, pension plans, charitable organizations, and businesses. The firm follows a fundamentally driven, long-term investment strategy emphasizing diversification and tax-aware considerations, while incorporating client education through newsletters and seminars.

General retirement planning Retirement income strategy Wealth management Charitable giving tax strategies Founder/Business Owner
user avatar

Paul A

Series 65

Saint Joseph, MO

Family Investment Center

Paul Albright is a Series 65 credentialed advisor with Family Investment Center in Saint Joseph, Missouri. He joined the firm in 2025 following a ten-year career at Oracle. Family Investment Center is a registered investment adviser with a team of approximately twelve advisors managing about $689 million for individuals, families, pension plans, charitable organizations, and businesses. The firm employs a fundamentally driven, long-term investment approach with diversification and tax-aware considerations, and integrates client education through newsletters and seminars into its service model.

General retirement planning Retirement income strategy Wealth management Charitable giving tax strategies Founder/Business Owner
user avatar

Christine D

Series 65

Saint Joseph, MO

Family Investment Center

Christine Danford is a financial advisor at Family Investment Center in Saint Joseph, MO, with eight years of industry experience. She holds a Series 65 designation and practices as part of a team of 12 advisors. Family Investment Center serves individuals and families, including high-net-worth clients, as well as pension plans, charitable organizations, and businesses. The firm employs a fundamentally driven, long-term investment approach that emphasizes diversification and tax-aware strategies, combined with comprehensive financial planning and client education through periodicals and seminars.

General retirement planning Retirement income strategy Wealth management Charitable giving tax strategies Founder/Business Owner
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