Lawrence, KS Wakarusa Dr Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

3

Of 24,095 advisors across 14,148 offices

Location

1311 Wakarusa Dr, Suite 2200

Lawrence KS 66049-4798

Advisors at this office

3

Advisors at this office

Derek O

Series 66

Lawrence, KS

Edward Jones

Derek Osborn is a Series 66 licensed financial advisor with Edward Jones in Lawrence, Kansas, where he has worked since 2017. He has eight years of industry experience and is also the managing member of FrontRunner Properties, LLC, a real estate management and investment firm. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated financial services.

Retirement income strategy General retirement planning Wealth management Inheritance planning Business ownership considerations Founder/Business Owner

Matthew V

Series 66

Lawrence, KS

Edward Jones

Matthew Vogt is a financial advisor with Edward Jones in Lawrence, KS, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked for Hy-Vee Pharmacy and AuBurn Pharmacy, where he remains involved on an as-needed basis as a pharmacist. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies and access to affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Retired Founder/Business Owner Executive

Gilbert M

Series 66

Lawrence, KS

Edward Jones

Gilbert Montano Jr. is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for 21 years at BNSF Railway. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a nationwide network of approximately 23,701 financial advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Real estate investing Attorney
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