Marshall, MO S Odell 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

263 S Odell

Marshall MO 65340

Advisors at this office

2

Advisors at this office

Derrick K

CFP®, Series 63, Series 66

Marshall, MO

Edward Jones

Derrick Krause is a CFP® professional at Edward Jones with 11 years of industry experience, including 10 years with the firm in Marshall, MO. He holds Series 63 and Series 66 licenses. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy General estate planning guidance Founder/Business Owner

Steven B

Series 66, Series 63

Marshall, MO

Edward Jones

Steven Bertani is a financial advisor at Edward Jones in Marshall, Missouri, with two years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Edward Jones, he worked for 19 years with the Arrow Rock Lyceum Theatre. Bertani also serves as a part-time Emergency Medical Technician for the Saline County Ambulance District. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, tax-efficient services, and affiliated investment options.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Educators, Teachers, and Academics Entertainment Industry
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