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Mark R

Series 63, Series 66

Ardmore, OK

Edward Jones

Mark Riesen is a financial advisor at Edward Jones with 36 years of industry experience. He has been with Edward Jones since 1997 and holds Series 63 and Series 66 credentials. Outside of his advisory role, Riesen serves as a board member of Oak Hall Episcopal School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General retirement planning Wealth management Founder/Business Owner
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Blake R

Series 66

Ardmore, OK

Edward Jones

Blake Riesen is a financial advisor with Edward Jones in Ardmore, Oklahoma, holding a Series 66 designation. He has prior experience at Ardmore CPAs PLLC and a background working with various organizations including the University of North Texas and the University of Oklahoma. Outside of his advisory role, he is a managing partner and co-owner of Keel Creek LLC, a cattle ranching business in Ardmore. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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