Storm Lake, IA Lake Ave N Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,095 advisors across 14,159 offices

Location

716 Lake Ave N

Storm Lake IA 50588-1854

Advisors at this office

2

Advisors at this office

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Travis A

Series 66

Storm Lake, IA

Edward Jones

Travis Anderson is a Series 66-licensed financial advisor at Edward Jones with eight years of industry experience. Prior to his financial services career, he worked for six years at the Buena Vista County Sheriff's Office. He is based in Storm Lake, IA. 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 strategies, 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

Alexander G

CFP®, ChFC®, Series 66

Storm Lake, IA

Edward Jones

Alexander Girres is a financial advisor at Edward Jones with 15 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2010. Outside of his advisory role, he is an investor in a restaurant business based in Nashville, TN. 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, operating under a fiduciary standard with a large nationwide network of financial advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General retirement planning Founder/Business Owner
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