Red Wing, MN S Service Dr Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

4

Of 24,095 advisors across 14,148 offices

Location

3155 S Service Dr Suite 1

Red Wing MN 55066

Advisors at this office

4

Advisors at this office

Colin S

CFP®, Series 66

Red Wing, MN

Edward Jones

Colin Scully is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2020. He has five years of industry experience, including three years at Foodsby Inc. Outside of his advisory role, he serves as President Elect of the Hastings Area Rotary Club in Hastings, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory and wealth management services supported by a large national network of advisors and branch offices.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Retirement income strategy Retired Founder/Business Owner Executive
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Julie H

Series 66

Red Wing, MN

Edward Jones

Julie Heitman is a financial advisor at Edward Jones with seven years of industry experience, including prior roles at CoBiz Financial. She holds the Series 66 designation and is based in Red Wing, Minnesota. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 financial advisors nationwide and approximately $1.01 trillion in assets under management. 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.

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

Series 63

Red Wing, MN

Edward Jones

Michael Dube is a financial advisor with Edward Jones in Red Wing, Minnesota, holding a Series 63 designation and 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large network of more than 23,700 advisors and offers a variety of discretionary and non-discretionary investment strategies under a fiduciary standard.

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

Series 66

Red Wing, MN

Edward Jones

Kyra Cyr is a financial advisor at Edward Jones in Red Wing, MN, holding a Series 66 designation with seven years of experience in the industry. Prior to joining Edward Jones, she worked at Ciro and Stromberg's Chicks and Gamebirds, and has experience as a nanny and homemaker. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

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