Darian Prince

Advisor at Edward Jones

Updated today

Location

Bloomer, WI 54724

Credentials

Series 66

Industry experience

7 years

About

Darian Prince is a financial advisor with Edward Jones in Bloomer, WI, holding a Series 66 designation and seven years of industry experience. He previously worked at Security Financial Bank and BMO Harris Bank. Outside of finance, he has been involved with Fatboy's Pizza since 2009. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a large network of advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning General estate planning guidance Wealth management General retirement planning

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

1417 Main St

Bloomer, WI 54724

Most active in

Wisconsin

Work history

Edward Jones

2019 - Present (7 years)

Security Financial Bank

2016 - 2019 (3 years)

BMO Harris Bank

2015 - 2016 (1 year)

Fatboy's Pizza

2009 - Present (17 years)

Full-Time Student

2008 - 2017 (9 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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Chippewa Falls, WI

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Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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