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Dakota H

Series 66

Pella, IA

Edward Jones

Dakota Hills is a financial advisor at Edward Jones with Series 66 credentials and six years of industry experience. Prior to joining Edward Jones in 2020, Dakota worked at Jones Lang LaSalle and held positions at American Fence Company and Centurion Management. 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 through a nationwide network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee 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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Joshua W

Series 66

Pella, IA

Edward Jones

Joshua Weishaar is a financial advisor with Edward Jones in Pella, Iowa. He holds a Series 66 designation and has been with Edward Jones since 2025. Prior to his advisory role, he worked at Pella Corporation and Crow Shooting Supply. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides a range of advisory services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

CFP®, Series 66

Pella, IA

Edward Jones

Justin Madsen is a financial advisor with Edward Jones in Pella, Iowa, holding CFP® and Series 66 credentials with 16 years of industry experience, all at Edward Jones. Outside of his advisory role, he has authored a financial book titled *The Retirement Countdown* and is involved as a minority owner in a local clothing company and equipment rental ventures. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of advisors and branch offices. The firm offers a broad range of advisory programs and affiliated investment products, operating under a fiduciary standard and providing various portfolio management and tax-efficient services.

Charitable giving & philanthropy Business ownership considerations Business exit / sale strategy Retirement income strategy General estate planning guidance Founder/Business Owner Retired
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Kaurie M

Series 66

Pella, IA

Edward Jones

Kaurie Marinkovich is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and previously worked in education at Pella Community Schools and Montezuma Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of more than 23,700 advisors nationwide.

College savings (529s, UTMA, etc.) General retirement planning Retired Founder/Business Owner Executive
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Scott V

CFP®, Series 63, Series 66

Pella, IA

Edward Jones

Scott Van Tasell is a CFP® with over 40 years of experience in financial advising, currently with Edward Jones since 1985. He is based in Pella, IA. Outside of his advisory role, he owns a residential rental property rented to a family member. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated financial services through a large national network of advisors and branches.

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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