Sleepy Eye, MN Main Street West Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$994,369,379,669
ClientsTotal clients
4,030,222
AdvisorsAdvisors at this office
3
Of 24,095 advisors across 14,148 offices
Location
100 Main Street West
Sleepy Eye MN 56085
Advisors at this office
3
Advisors at this office
William R
Series 63
Sleepy Eye, MN
Edward Jones
William Ries is a financial advisor at Edward Jones with 21 years of industry experience. He holds a Series 63 designation and has been with Edward Jones since 2004. Outside of his advisory role, he owns a rental property in Sleepy Eye, MN. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.
Maya N
Series 66
Sleepy Eye, MN
Edward Jones
Maya Nelson is a financial advisor at Edward Jones with the Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she held positions at Schwartz Farms and Minnesota State University, Mankato. Outside of her advisory work, she has experience working at local community organizations including the Sleepy Eye Family Aquatic Center and St. Marys High School in Sleepy Eye, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.
Lucas H
Series 66
Sleepy Eye, MN
Edward Jones
Lucas Heiderscheidt is a financial advisor at Edward Jones with a Series 66 designation and experience dating back to 2013. His prior roles include positions at Meyer Services Inc and SGS - USA, as well as involvement with the Brookings Ice Skating Association and operating Heiderscheidt Digging. Heiderscheidt has been with Edward Jones since 2018, currently based in Sleepy Eye, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products.
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