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Michel S

CFP®, Series 66

Iowa Falls, IA

Edward Jones

Michel Swartzendruber is a CFP® professional with six years of experience in the financial industry, currently serving as a financial advisor at Edward Jones since 2020. Prior to his advisory career, he worked for 17 years with the Iowa Falls Community School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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

Series 66

Iowa Falls, IA

Edward Jones

Nora Tweeten is a financial advisor at Edward Jones in Iowa Falls, IA, holding a Series 66 designation. She has recent experience at Hormel Foods and Ameriprise Financial and is currently completing her studies at Wartburg College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices.

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

CFP®, Series 66

Iowa Falls, IA

Edward Jones

Brock Jacobson is a CFP® and holds a Series 66 license, serving as a financial advisor at Edward Jones in Iowa Falls, IA, with 17 years of industry experience. He has been with Edward Jones since 2008. Outside of advising, he is involved in several agricultural and property ventures, including ownership interests in hog facilities and rental properties in Iowa and Florida. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm has a large national advisor and branch network and operates under a fiduciary standard.

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner Intergenerational Families
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