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Anthony Everman

Advisor at Edward Jones

Updated today

Location

Marshalltown, IA 50158

Credentials

Series 66

About

Anthony Everman is a financial advisor at Edward Jones with a Series 66 designation and one year of experience at the firm. His prior work includes roles at Whipstick and teaching positions at Iowa Valley Community College District, Oakland Athletics, and Benedictine College. 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 supported by a nationwide network of more than 23,700 advisors. The firm operates under a fiduciary standard and provides both discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

3201 S 6 Th St

Marshalltown, IA 50158

Most active in

Iowa

Work history

Edward Jones

2025 - Present (1 year)

Whipstick

2023 - 2025 (2 years)

Iowa Valley Community College District

2018 - 2025 (7 years)

Oakland Athletics

2018 - 2024 (6 years)

Benedictine College

2015 - 2018 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Series 66

Marshalltown, IA

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Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
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William W

Series 63, Series 66

Marshalltown, IA

Edward Jones

William Wirin is a financial advisor with Edward Jones in Marshalltown, IA, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee 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

Elisabeth B

Series 66

Marshalltown, IA

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Elisabeth Bieber is a Series 66 licensed financial advisor at Edward Jones with four years of industry experience. Prior to her career in finance, she operated a voice instruction and performance business, Equilibrio Voice Studio, teaching young students for over a decade. She has been with Edward Jones since 2019. 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.

Divorce financial planning Retirement income strategy Business ownership considerations Business succession planning Multi-generational wealth transfer Founder/Business Owner
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Reed M

Series 63, Series 65

Marshalltown, IA

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Reed Mells is a financial advisor at Ameriprise with three years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Horter Investment Management, Primerica Advisors, and Iowa Elite. Outside of advising, he has been involved with the International Basketball Association. Ameriprise offers retirement-income planning services aimed at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement

Nathan B

Series 66

Marshalltown, IA

Edward Jones

Nathan Blayer is a Series 66 licensed financial advisor with Edward Jones in Marshalltown, IA, where he has worked since 2016. He has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a variety of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning Retirement withdrawal strategies Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive
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Rodney D

CFP®, Series 63, Series 65

State Center, IA

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Rodney Decker is a CFP® professional with 29 years of experience in the financial services industry. He is currently with Cambridge Investment Research Advisors and has prior experience at Northwestern Mutual Wealth Management, Farm Bureau Financial Services, and JP Morgan Chase. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations, offering financial planning, portfolio management, and retirement plan advisory through a network of independent professionals and multiple account platforms.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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