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Grant F

CFP®, Series 66

Clive, IA

Edward Jones

Grant Fischer is a CFP® and holds a Series 66 designation, with 19 years of experience in the financial industry. He has worked at Edward Jones since 2021 and previously at Wells Fargo Clearing from 2013 to 2021. 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 strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Charitable giving & philanthropy College savings (529s, UTMA, etc.) Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive
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Larry L

CFP®, Series 63, Series 65

Clive, IA

Edward Jones

Larry Laughlin is a CFP® with over 31 years of experience in the financial industry. He has worked at Edward Jones since 2018 and previously held roles at White Oak Wealth Management, Successful Resource Management, and AIG Capital Services. Laughlin is a co-founder and executive board member of the Family Cancer Network in Des Moines, where he is involved in fundraising and grant management. 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 programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Charitable giving & philanthropy Divorce financial planning Family Business General retirement planning ESG / Sustainable investing Founder/Business Owner
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Jason K

Series 66

Clive, IA

Edward Jones

Jason Keiter is a financial advisor at Edward Jones in Clive, IA, holding a Series 66 designation. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

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