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Eric Sharar

Advisor at Edward Jones

Updated today

Location

Waverly, IA

Credentials

Series 66

Industry experience

8 years

About

Eric Sharar is a financial advisor with Edward Jones in Waverly, Iowa, holding a Series 66 designation and having eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Roling Ford, Witham Auto Centers, and Rubber Development Inc. Outside of his advisory role, Sharar operates Sharar Woodworks, a woodworking business that donates most projects to charity fundraisers. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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

Waverly, IA

Most active in

Iowa · Missouri · Texas

Work history

Edward Jones

2017 - Present (9 years)

Roling Ford

2016 - 2017 (1 year)

Witham Auto Centers

2016 - 2016 (1 year)

Rubber Development Inc.

2016 - 2016 (1 year)

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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Ryan H

Series 63, Series 65

Waverly, IA

Accel Wealth Management

Ryan Hervey is a financial advisor at Accel Wealth Management with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwest Wealth Management LLC for nine years before joining Accel Wealth Management in 2022. Accel Wealth Management is a registered investment adviser serving individuals, high-net-worth clients, trusts and estates, pension and profit-sharing plans, and business entities. The firm uses a total portfolio approach focused on disciplined, diversified allocation, long-term holdings, and risk management strategies including options and structured notes.

Retirement income strategy Active portfolio management Founder/Business Owner Retired Mid-Career Professionals
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Juan G

Series 65

Waverly, IA

Accel Wealth Management

Juan Garcia Heredia is a Series 65-licensed advisor at Accel Wealth Management with one year of industry experience. Prior to joining Accel, he worked at Elmcrest Country Club and GM Financial. Outside of finance, he owns and manages the Vega Sports Academy, a sports coaching business. Accel Wealth Management serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm uses a disciplined, diversified “total portfolio” approach focused on long-term investments and employs tools like options and structured notes for risk management.

Retirement income strategy Active portfolio management Founder/Business Owner Retired Mid-Career Professionals
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Mitchell C

Series 63, Series 66

Waverly, IA

Accel Wealth Management

Mitchell Cook is a financial advisor at Accel Wealth Management with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including The O.N. Equity Sales Company, Ohio National Financial Services, Unified Trust Company, HKFS, and ProEquities Inc. Outside of his advisory role, he is involved in educating and consulting clients on insurance and annuity products. Accel Wealth Management is a registered investment adviser serving individuals, high-net-worth clients, trusts and estates, pension and profit-sharing plans, and business entities. The firm employs a total portfolio approach focused on disciplined, diversified allocations with a primary emphasis on long-term investments and periodic rebalancing.

Retirement income strategy Active portfolio management Founder/Business Owner Retired Mid-Career Professionals
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Scott D

Series 63, Series 65

Waverly, IA

Accel Wealth Management

Scott Durscher is a financial advisor at Accel Wealth Management with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Brokers International Financial Services and Rda Financial Network, Inc. Outside of advisory work, he is part owner of Accel Holdings Inc, the parent company of Accel Wealth Management and The Accel Group, and volunteers with the Bremer County Conservation Board Support Group. Accel Wealth Management LLC serves individuals, high-net-worth clients, trusts and estates, pension and profit-sharing plans, and business entities. The firm employs a “total portfolio” approach focused on disciplined, diversified allocations and long-term strategies, and offers services that include discretionary portfolio management, financial planning, pension consulting, and employee financial education.

Retirement income strategy Active portfolio management Founder/Business Owner Retired Mid-Career Professionals
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Michele K

Series 63, Series 66

Waverly, IA

Accel Wealth Management

Michele Krueger is a financial advisor at Accel Wealth Management with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Integrity Alliance, LLC and Cambridge Investment Research, Inc. Accel Wealth Management is a registered investment adviser serving individuals, high-net-worth clients, trusts and estates, pension and profit-sharing plans, and business entities. The firm employs a disciplined, diversified “total portfolio” approach focused on long-term allocations and risk management, offering services such as discretionary portfolio management, financial planning, and pension consulting.

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Todd M

ChFC®, Series 63, Series 65

Waverly, IA

Accel Wealth Management

Todd Manternach is a ChFC® with 38 years of industry experience and is currently a financial advisor at Accel Wealth Management. He has previously worked at Brokers International Financial Services, Ameritas Investment Corp, Premier Advisors LLC, and has owned Manternach & Associates since 2002, where he focuses on retirement planning and non-securities business. Accel Wealth Management serves individuals, high-net-worth clients, trusts and estates, pension and profit-sharing plans, and business entities. The firm employs a total portfolio approach emphasizing disciplined, diversified allocations tailored through written investment policy statements, with a focus on long-term holdings and periodic rebalancing.

Retirement income strategy Active portfolio management Founder/Business Owner Retired Mid-Career Professionals
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