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2 advisors near 52531
Out of 400,000+ nationwide
Jason S
Series 63, Series 66
Albia, IA
OSAIC
Jason Summers is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at SagePoint Financial for 12 years. Outside of advising, Summers is a sports radio broadcaster for KIIC Radio and serves on the board of directors for Monroe County Hospital. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base, including individual investors, retirement plans, corporations, and nonprofits. The firm employs a range of investment strategies supported by technology tools and offers access to multiple custodial platforms and third-party managers.
Bryan C
Series 63, Series 66
Albia, IA
Edward Jones
Bryan Crosser is a financial advisor with Edward Jones in Albia, IA, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has been with Edward Jones since 2011. Outside of advising, he is involved in multiple business ventures including ownership of a family farm and managing a sports complex and a golf simulator rental company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports over 23,700 financial advisors across the U.S.
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Finding advisors...
2 advisors near 52531
Out of 400,000+ nationwide