North Oaks, MN 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

100 Village Center Drive, Suite 103

North Oaks MN 55127

Advisors at this office

3

Advisors at this office

Le Anne M

CFP®, ChFC®, Series 66

North Oaks, MN

Edward Jones

Le Anne Morris is a CFP® and ChFC® credentialed financial advisor with 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving & philanthropy Retirement income strategy Wealth management Retired Founder/Business Owner Executive Women Professionals

Wilfredo D

Series 63, Series 66

North Oaks, MN

Edward Jones

Wilfredo Dominguez Nunez is a financial advisor at Edward Jones with one year of industry experience. He previously worked at Northwestern Mutual, Neogen, and 3M. He holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) Stock option exercise strategy Equity Recipients (RS/RSU, SOP, ESPP) Inheritance planning Divorce financial planning Founder/Business Owner Executive Hispanic/Latino/Latinx LGBTQIA Widow/Widower

Brock J

Series 66

North Oaks, MN

Edward Jones

Brock Jensen is a financial advisor at Edward Jones in North Oaks, MN, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2017 and has prior work experience including roles at Centennial Public Schools and the Ottawa REDBLACKS. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, supported by a large national network of financial advisors and branch offices.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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