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Douglas W

Series 63, Series 66

Estherville, IA

Edward Jones

Douglas Wagner is a financial advisor with Edward Jones in Estherville, Iowa, holding Series 63 and Series 66 licenses and over 31 years of industry experience. He has been with Edward Jones since 1994. Wagner serves on the board of the Estherville Lincoln Central School Foundation, where he participates in selecting scholarship award recipients. 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, and it is notable for its extensive network of advisors and branches across the United States.

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

Series 66

Estherville, IA

Edward Jones

Kristia Pollock is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She previously worked for NorthStar Bank from 2006 to 2021 before joining Edward Jones. 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 and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Retirement income strategy College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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