Creston, IA Laurel St Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,095 advisors across 14,159 offices

Location

808 Laurel St Suite C

Creston IA 50801-3554

Advisors at this office

2

Advisors at this office

Kyle W

Series 66

Creston, IA

Edward Jones

Kyle Wilson is a financial advisor with Edward Jones in Creston, IA, holding a Series 66 designation and three years of industry experience. He previously worked at Northwest Financial Corporation and First National Bank from 2016 to 2023 before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large nationwide network of advisors and branch offices. The firm provides tax-efficient services, access to affiliated mutual funds, and operates under a fiduciary standard in its advisory services.

Retirement income strategy Business exit / sale strategy Charitable giving & philanthropy Business ownership considerations Multi-generational wealth transfer Founder/Business Owner

Justin C

Series 66

Creston, IA

Edward Jones

Justin Cole is a financial advisor with Edward Jones in Creston, IA, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked with Ringgold County Group Home Inc. and Children & Families of Iowa. Outside of his advisory role, he is involved in small business activities, including owning and operating a snow removal business with his two sons and serving as a board member for Ringgold Holdings. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm supports a large nationwide network of advisors and branch offices and offers services under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Family Business General estate planning guidance Wealth management Founder/Business Owner
View complete list of advisors at this office
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