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Travis A

Series 66

Storm Lake, IA

Edward Jones

Travis Anderson is a Series 66 licensed financial advisor with nine years of industry experience, currently practicing at Edward Jones in Storm Lake, IA. His background includes eight years at Edward Jones and six years with the Buena Vista County Sheriff's Office prior to his financial career. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,000 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
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Alexander G

CFP®, ChFC®, Series 66

Storm Lake, IA

Edward Jones

Alexander Girres is a financial advisor at Edward Jones with 15 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2010. Outside of his advisory role, he is an investor in a restaurant business based in Nashville, TN. 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 with a large nationwide network of financial advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General retirement planning Founder/Business Owner
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