Kory Deadrick

Advisor at Edward Jones

Updated today

Location

Esko, MN 55733-3703

Credentials

CFP®, Series 63, Series 66

Industry experience

9 years

About

Kory Deadrick is a CFP®-certified financial advisor with nine years of industry experience, currently with Edward Jones since 2018. Prior to Edward Jones, he worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of finance, he coaches boys basketball at the high school level in Minnesota and Wisconsin. 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 approximately $1.01 trillion in assets and offers a range of advisory programs with a 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

Retirement income strategy Wealth management Business ownership considerations

Occupation focus

Founder/Business Owner Doctor or Medical Professional

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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

3 E Highway 61 Suite 2

Esko, MN 55733-3703

Most active in

Minnesota · Texas

Work history

Edward Jones

2018 - Present (8 years)

Thrivent Financial

2017 - 2018 (1 year)

Thrivent Investment Management Inc

2017 - 2018 (1 year)

Thrivent Financial

2017 - 2017 (1 year)

Grandview Golf Course

2016 - 2016 (1 year)

St. Scholastica

2007 - 2016 (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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Tyler M

Series 65

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Tyler Madill is a financial advisor at Maris Wealth Management LLC in Duluth, MN, holding a Series 65 designation with six years of industry experience. Prior to joining Maris Wealth Management in 2022, he worked at JMR Financial Group, Inc. from 2019 to 2022. Outside of finance, he has experience working in the golf industry. Maris Wealth Management provides portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, and assists small businesses with retirement plan setup and maintenance. The firm combines investment advisory services with in-house tax preparation, accounting, and business consulting support.

Options & derivatives strategies Passive / index investing Retirement plans for business owners (SEP, solo 401k) General tax planning
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Tanya N

CFP®, Series 63, Series 66

Hermantown, MN

Retire Agile

Tanya Nichols is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Align Financial, LLC since 2017. Her prior experience includes roles at Raymond James Financial Services Advisors Inc. and Ascential Wealth Advisors. She also operates Limitless Adviser Coaching, providing consulting services to other financial advisors on a limited basis. Align Financial serves individual and high-net-worth clients with comprehensive financial planning and discretionary investment management, utilizing a blend of fundamental, technical, and cyclical analysis within a primarily long-term, buy-and-hold framework. The firm operates regionally from multiple offices and integrates AI-assisted analytic tools alongside human review in its investment process.

General retirement planning Retirement income strategy Annuities
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Brian K

Series 65

Superior, WI

JMR Financial Group

Brian Koski is a Series 65-licensed financial advisor with JMR Financial Group in Superior, WI. He has eight years of industry experience and has been with JMR Financial Group since 2017. JMR Financial Group provides portfolio management and financial planning services to individuals, families, businesses, qualified retirement plans, estates, and trusts. The firm combines discretionary portfolio management using ETFs and mutual funds with in-house tax, accounting, and insurance services, managing a large client base through standardized, process-driven methods.

Retirement plans for business owners (SEP, solo 401k) General tax planning Trust structures (GRAT, IDGT, revocable) Long-term care insurance
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Nathan M

CFP®, Series 65

Superior, WI

JMR Financial Group

Nathan Madill is a CFP® with 13 years of industry experience and has been with JMR Financial Group since 2016. He holds the Series 65 designation and is based in Superior, WI. Outside of his advisory role, he is a partner in several non-investment related LLCs involved in property management, with day-to-day operations managed by his son. JMR Financial Group serves individuals, families, businesses, qualified retirement plans, estates, and trusts with portfolio management and financial planning services. The firm integrates tax preparation, accounting, insurance, and trust services alongside discretionary portfolio management primarily using ETFs and mutual funds, tailoring investment strategies to clients’ risk tolerances.

Retirement plans for business owners (SEP, solo 401k) General tax planning Trust structures (GRAT, IDGT, revocable) Long-term care insurance
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Kirk H

Series 63

Duluth, MN

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Kirk Haldorson is the sole advisor at Haldorson & Pincombe Investment Advisors Inc. in Duluth, MN, holding a Series 63 designation with 12 years of industry experience. He has been with Haldorson & Pincombe since 1992. In addition to advisory services, he is licensed to sell life insurance and annuities. Haldorson & Pincombe provides investment supervisory services and discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm employs fundamental analysis and a combination of long-term, short-term, and occasional trading strategies, conducting continuous account supervision with at least quarterly reviews.

Active portfolio management Life insurance needs analysis
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Jedd A

CFP®, ChFC®, Series 65

Cloquet, MN

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Jedd Anich is a financial advisor with Split Rock Private Trading and Wealth Management LLC, holding CFP® and ChFC® designations and four years of industry experience. He has worked at Bear Valley Financial LLC since 2022 and Split Rock since 2021. Outside of advising, Anich serves as an assistant hockey coach for the Cloquet School District and is involved with patient education initiatives through Snow Companies. Split Rock Private Trading and Wealth Management LLC provides portfolio management services to individuals, high-net-worth clients, and pension plans, managing accounts on a discretionary basis using a combination of technical, fundamental, and cyclical analysis. The firm also manages the North Shore Equity Rotation ETF (ticker: KOOL) and offers a model portfolio on the Interactive Advisors platform.

Options & derivatives strategies Active portfolio management Concentrated stock management Wealth management
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