Perham, MN 3rd St SE Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,095 advisors across 14,148 offices

Location

256 3rd St SE

Perham MN 56573

Advisors at this office

2

Advisors at this office

Alan L

Series 66

Perham, MN

Edward Jones

Alan Lepp is a financial advisor at Edward Jones in Perham, MN, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2021, he worked for the United States Department of Agriculture for 14 years. Outside of his advisory work, he coaches youth hockey for a local team in Detroit Lakes, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy General retirement planning Founder/Business Owner
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Timothy G

CFP®, Series 63

Perham, MN

Edward Jones

Timothy Graff is a CFP® with 20 years of industry experience and has been with Edward Jones since 2005. He is based in Perham, MN. Outside of his advisory role, he is involved in community activities including serving as a youth hockey coach, a board member of the Perham Rotary Foundation, and holding leadership roles in local investment partnerships and senior housing projects. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs. The firm manages over $1 trillion in assets and offers various discretionary and non-discretionary strategies, supported by a large nationwide advisor and branch network.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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