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Derrick K

CFP®, Series 63, Series 66

Marshall, MO

Edward Jones

Derrick Krause is a CFP® professional at Edward Jones with 11 years of industry experience, including 10 years with the firm in Marshall, MO. He holds Series 63 and Series 66 licenses. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Business ownership considerations General estate planning guidance Founder/Business Owner
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Steven B

Series 66, Series 63

Marshall, MO

Edward Jones

Steven Bertani is a financial advisor at Edward Jones in Marshall, MO, holding Series 66 and Series 63 licenses with three years of industry experience. Prior to joining Edward Jones, he spent 19 years with the Arrow Rock Lyceum Theatre. Bertani also serves part-time as an Emergency Medical Technician for the Saline County Ambulance District. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and has a nationwide network of over 23,000 financial advisors.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Educators, Teachers, and Academics Entertainment Industry
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