Scandia, 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

Scandia MN

Advisors at this office

3

Advisors at this office

Zachary B

Series 66

Scandia, MN

Edward Jones

Zachary Boesel is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he held positions with the Forest Lake Police Department, Chisago County Sheriff's Office, and Washington County. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated services, supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Public Service Employee Founder/Business Owner Religious/faith focused

Doran O

Series 63

Scandia, MN

Edward Jones

Doran O'Brien is a financial advisor with Edward Jones in Scandia, MN, holding a Series 63 designation and 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he serves as president of O'Brien Management LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a large nationwide network of advisors and branch offices.

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

Series 66

Scandia, MN

Edward Jones

Emma O'Brien is a Series 66 registered financial advisor with Edward Jones, based in Scandia, MN, with three years of industry experience. Her prior work history includes roles at Dick's Fresh Market, Walmart, and Park Tool. Edward Jones is a full-service wealth management firm serving over four million 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 is notable for its extensive advisor and branch network and additional services such as trust company offerings and securities-based lending.

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