Golden Valley, MN 4800 Olson Memorial Highway Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

3

Of 24,095 advisors across 14,159 offices

Location

4800 Olson Memorial Highway, Suite 204

Golden Valley MN 55422

Advisors at this office

3

Advisors at this office

Sara V

CFP®, Series 66

Golden Valley, MN

Edward Jones

Sara Valesano is a CFP®-designated financial advisor with Edward Jones in Golden Valley, MN, where she has worked since 2018. She has eight years of industry experience and also serves as a registered nurse at Hennepin County Medical Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving & philanthropy Family Business Multi-generational wealth transfer Wealth management ESG / Sustainable investing Founder/Business Owner LGBTQIA Intergenerational Families

Kyle R

Series 66

Golden Valley, MN

Edward Jones

Kyle Rossiter is a financial advisor at Edward Jones in Golden Valley, MN, holding a Series 66 designation with two years of industry experience. Before joining Edward Jones in 2024, he worked at Interpublic Group (Carmichael Lynch) for five years and held various roles at Fjorge, Robert Half, and Bad Weather Brewing. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary strategies under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Planning for children with special needs Wealth management Business ownership considerations Founder/Business Owner

Robert S

Series 66

Golden Valley, MN

Edward Jones

Robert Seymour is a financial advisor at Edward Jones in Golden Valley, MN, with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017 after working at Optum for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management 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 Wealth management Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
View complete list of advisors at this office
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