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Katherine S

ChFC®, Series 66

Oelwein, IA

Edward Jones

Katherine Solsma Bell is a financial advisor at Edward Jones with nine years of industry experience. She holds the ChFC® designation and the Series 66 license. Prior to her current role at Edward Jones, she worked at Cornerstone Realtors for three years. 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, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

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

Series 66

Oelwein, IA

Edward Jones

Christian Solsma is a financial advisor at Edward Jones in Oelwein, IA, holding a Series 66 designation with two years of industry experience. He is the owner of Soul Stringers LLC, where he 3D prints and sells tennis shoe charms on Etsy. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Multi-generational wealth transfer Inheritance planning Business Financial Management Self-Employed
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Curt S

Series 63, Series 66

Oelwein, IA

Edward Jones

Curt Solsma is a financial advisor at Edward Jones with 41 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1984. Outside of his advisory role, he serves as vice president and board member of the Oelwein Event Center and is an owner of farm properties and commercial real estate in Iowa. 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 nationwide network of more than 23,700 financial advisors.

Retirement income strategy General retirement planning Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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