Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Tony C
Series 63, Series 66
Humboldt, IA
Edward Jones
Tony Christensen is a financial advisor with Edward Jones in Humboldt, Iowa, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Edward Jones since 1991. Outside of his advisory role, he serves on the board of the Lutheran Services in Iowa Charitable Foundation and is involved with the Rotary in Humboldt, where he participates in allocating college loans for the Rotary Lindhart Trust. 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 under management and offers a range of advisory strategies, including managed solutions and separately managed accounts, operating under a fiduciary standard.
Jaxon H
Series 66
Humboldt, IA
Edward Jones
Jaxon Heinz is a financial advisor with Edward Jones in Humboldt, IA, holding a Series 66 credential and two years of industry experience. Prior to joining Edward Jones, he worked in various roles including teaching positions in community school districts and assistant basketball coaching. He currently serves as a varsity assistant boys basketball coach for the Humboldt Community School District. 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 managed solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.
Clifton K
CFP®, ChFC®, Series 66
Humboldt, IA
Edward Jones
Clifton Kalafatich is a financial advisor at Edward Jones with 17 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2009. Outside of his advisory role, he is involved in property management and farming-related activities as president and partner of several local real estate and land companies. Edward Jones is a full-service wealth management firm serving a broad client base that includes individuals, institutions, pension plans, and charitable organizations. The firm manages over $1 trillion in assets and provides a range of advisory programs and investment solutions through a nationwide network of more than 23,000 advisors.
Aiden C
Series 66
Humboldt, IA
Edward Jones
Aiden Christensen is a financial advisor at Edward Jones with a Series 66 designation and one year of experience. His prior roles include positions at Powder 7 and Wealth Strategies, as well as studies at the University of Colorado - Boulder. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. It manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Dawn P
Series 66
Humboldt, IA
Edward Jones
Dawn Parle is a financial advisor with Edward Jones in Humboldt, Iowa, holding a Series 66 license and 26 years of experience with the firm. She serves as Secretary on the Zion Lutheran Church Endowment Committee, which oversees the investment of the church’s Endowment Fund. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.
Claire N
Series 66
Humboldt, IA
Edward Jones
Claire Naeve is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 credential and assists with bookkeeping in her family’s business, MAV Group LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs and affiliated financial services.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters