Elliot Salter

Advisor at Edward Jones

Updated today

Location

Dyersville, IA 52040

Credentials

CFP®, Series 66

Industry experience

10 years

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Charitable giving & philanthropy General estate planning guidance General retirement planning Wealth management

Location

133 1st Ave E

Dyersville, IA 52040

Most active in

Iowa · Texas

Work history

Edward Jones

2015 - Present (11 years)

Disclosures

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

Business activities & affiliations

user avatar

Mark S

CFP®, CFA®

Peosta, IA

Vestera Wealth LLC

Mark Stevens is a CFP® and CFA® with 13 years of experience in the financial industry. He is currently the sole advisor at Vestera Wealth LLC, where he has worked since 2025. His prior experience includes roles at HTLF (Heartland Financial USA), ATCapital Management, and American Trust. Vestera Wealth LLC provides investment advisory and wealth management services to individuals, trusts, businesses, and charitable organizations, with a focus on high-net-worth clients. The firm manages assets primarily on a discretionary basis, combining multiple analytical approaches and oversight of independent managers, and also acts as a sub-advisor to other registered investment advisors and trust departments.

Wealth management Passive / index investing Active portfolio management Private / alternative investments
user avatar

Clarke V

Series 63, Series 65

Delhi, IA

Van Meter Associates, LLC

Clarke Vanmeter is a financial advisor with Van Meter Associates, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Van Meter Associates since 2006 and has provided advisory services under his own name since 2004. Van Meter Associates offers portfolio management and financial planning to individuals and corporations, managing approximately $15.1 million in discretionary client assets. The firm uses a combination of fundamental analysis and technical filters, providing both discretionary and non-discretionary management with a focus on equity securities and exchange-traded funds.

Options & derivatives strategies Active portfolio management
user avatar

Michael V

Series 63, Series 65

Delhi, IA

Van Meter Associates, LLC

Michael Van Meter is a financial advisor at Van Meter Associates, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Van Meter Associates since 2005, as well as VMF Capital since 2003. Van Meter Associates provides portfolio management and financial planning services to individuals and corporations, offering both discretionary and non-discretionary management with a focus on equity securities and exchange-traded funds. The firm employs fundamental analysis combined with technical filters to adjust portfolio risk and conducts regular account reviews and rebalancing.

Options & derivatives strategies Active portfolio management

Matthew U

Series 66

Dyersville, IA

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance
user avatar

Donna K

Series 65, Series 66

Colesburg, IA

Cetera

Donna Kuhlman is a financial advisor with Cetera, holding Series 65 and Series 66 credentials and 18 years of industry experience. She has worked at firms including VOYA Financial Advisors, AssuredPartners Great Plains, and The Friedman Group. Kuhlman volunteers with the Make-A-Wish Foundation, assisting with family interviews and wish grants. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts with firm-sponsored model portfolios and third-party solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement

Brad L

Series 63, Series 66

Cascade, IA

Edward Jones

General retirement planning
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")