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4 advisors near
51546
within the area shown on the map
Out of 400,000+ nationwide
Brian F
Series 66
Logan, IA
J. W. Cole Advisors, Inc.
Brian Fitzpatrick is a financial advisor at J.W. Cole Advisors, Inc. with 14 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Farm Bureau. Outside of finance, he has acted in commercials since 2010. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent advisers. The firm offers a range of portfolio management and financial planning services, utilizing discretionary and non-discretionary investment approaches supported by fundamental and technical analysis, model portfolios, and digital advice platforms.
Austin B
Series 65
Minden, IA
Empower Advisory Group
Austin Beebe is a financial advisor at Empower Advisory Group with a Series 65 designation and over six years of industry experience. His prior roles include positions at Personal Capital, UBS, and DV Trading. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients, delivering services through integrated platforms that emphasize long-term portfolio returns and annual rebalancing.
Scott B
Series 66
Logan, IA
Edward Jones
Scott Breyfogle is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked in education for over 16 years, including positions at Woodbine Community School District and Maple Valley Anthon Oto Community School District. He also teaches personal finance courses through Ignite Pathways. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.
Kaintrel U
Series 66
Missouri Valley, IA
Edward Jones
Kaintrel Unger is a Series 66-licensed financial advisor with Edward Jones, based in Missouri Valley, Iowa, with 10 years of industry experience. He has been with Edward Jones since 2016. 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 strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.
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Finding advisors...
4 advisors near
51546
within the area shown on the map
Out of 400,000+ nationwide