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Thomas N

Series 66

Cedar Rapids, IA

Edward Jones

Thomas Neff is a financial advisor with Edward Jones in Cedar Rapids, IA, holding a Series 66 designation and eight years of industry experience. He previously worked at Transamerica for ten years before joining Edward Jones in 2018. Outside of his advisory role, Neff coaches high school boys tennis for the Cedar Rapids School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm supports its advisory services with a nationwide network of advisors and branch offices, operating under a fiduciary standard.

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

Series 66

Cedar Rapids, IA

Edward Jones

Kyle Sorensen is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and has previously worked at Farm Bureau Financial Services and Adamantine Spine Moving. Based in Cedar Rapids, IA, Sorensen’s background includes roles both inside and outside the financial services sector. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy Multi-generational wealth transfer Wealth management Executive Educators, Teachers, and Academics Professional Athlete Intergenerational Families
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