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Derek R

Series 66

Park Rapids, MN

Edward Jones

Derek Ricke is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he was involved with the Park Rapids Lakes Area Chamber of Commerce for four years and Minnesota Hockey Inc for ten years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial products.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner
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Neil L

Series 66

Park Rapids, MN

Edward Jones

Neil Litfin is a financial advisor with Edward Jones in Park Rapids, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Smokey Hills Outdoor Store and O'Reilly's Auto Parts. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Retirement withdrawal strategies Retired Founder/Business Owner Executive
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Daniel P

CFP®, Series 66

Park Rapids, MN

Edward Jones

Daniel Pike is a financial advisor with Edward Jones in Park Rapids, MN, holding CFP® and Series 66 designations and possessing nine years of industry experience. He has been with Edward Jones since 2015, with a brief prior role at Burlingame Masonry. 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, investment strategies, and affiliated services through a nationwide network of more than 23,700 financial advisors.

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

Series 63

Park Rapids, MN

Edward Jones

Jay Pike is a financial advisor with Edward Jones in Park Rapids, MN, holding a Series 63 designation and 26 years of industry experience, all with Edward Jones since 2000. Outside of his advisory role, he serves as a school board member for Park Rapids Area Schools and is a board member of St John's Lutheran Church. He is also involved in managing farmland through Prairie Pine Farm LLC. Edward Jones is a full-service wealth management firm serving a diverse client base including individual and institutional clients. The firm offers a range of investment strategies and advisory services, managing over $1 trillion in assets with a large network of financial advisors and branch offices nationwide.

Retirement income strategy Charitable giving & philanthropy College savings (529s, UTMA, etc.) Business ownership considerations General retirement planning Founder/Business Owner
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