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Thomas K

Series 66

Faribault, MN

Edward Jones

Thomas Klemer is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. 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 through a nationwide network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and access to affiliated mutual funds.

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

Series 66

Faribault, MN

Thrivent Investment Management

Jennifer Becker is a Series 66-licensed financial advisor with Thrivent Investment Management in Faribault, MN, where she has worked for 19 years. She serves on the board of directors for Camp Omega, a Lutheran summer camp, participating in committee work and various camp events. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial analyses and written recommendations across multiple planning areas without portfolio management or discretionary trading authority.

Business ownership considerations
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Jessica I

Series 66

Northfield, MN

Edward Jones

Jessica Irwin is a financial advisor with Edward Jones in Northfield, MN, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2011, including her current tenure starting in 2022. Outside of her advisory role, she has experience with the Defeat of Jesse James Days Committee. 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 programs, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

General retirement planning Retired Founder/Business Owner Executive
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Gregory L

Series 66

Faribault, MN

Edward Jones

Gregory Lee is a financial advisor at Edward Jones with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013. Outside of his advisory work, he serves as vice president on the Board of Directors for the Faribault Country Club, a volunteer position. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.

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

Series 66

Faribault, MN

Ameriprise

Jason Reher is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise since 2003, including 6 years at the current entity. Outside of his advisory work, he serves as a board member of Ruth's House, a nonprofit organization. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Ameriprise Premier Retirement Income service focused on retirement income planning, utilizing a centralized team to provide written recommendation reports and ongoing advice.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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