Garrett Akins

Advisor at Edward Jones

Updated today

Location

Waverly, IA 50677

Credentials

CFP®, Series 66

Industry experience

6 years

About

Garrett Akins is a CFP® with six years of industry experience, currently advising at Edward Jones since 2019. Prior to joining Edward Jones, he worked for 13 years at Quad/Graphics. He serves as a board member of the Kiwanis Club of Greater Waverly and participates on the Investment Policy Committee for the Community Foundation of Northeast Iowa. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm operates a large nationwide network of advisors and offers services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

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) General estate planning guidance Wealth management

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

203 E Bremer Ave

Waverly, IA 50677

Most active in

Iowa · Texas

Work history

Edward Jones

2019 - Present (7 years)

Quad/Graphics

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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Michele K

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Todd M

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Waverly, IA

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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.

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