Elisabeth Bieber

Advisor at Edward Jones

Updated today

Location

Marshalltown, IA 50158-0000

Credentials

Series 66

Industry experience

5 years

About

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.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Divorce financial planning Retirement income strategy Business ownership considerations Business succession planning Multi-generational wealth transfer

Occupation focus

Founder/Business Owner

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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

16 E Main St

Marshalltown, IA 50158-0000

Most active in

Iowa · Texas

Work history

Edward Jones

2021 - Present (5 years)

Edward Jones

2019 - 2021 (2 years)

Wartburg College

2018 - 2018 (1 year)

University of Northern Iowa

2018 - 2018 (1 year)

University of Iowa

2016 - 2018 (2 years)

University of Northern Iowa

2015 - 2016 (1 year)

E Bieber Voice (aka Equilibrio) Voice Studio

2006 - 2019 (13 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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