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Madison Meyer

Advisor at Edward Jones

Updated today

Location

Rock Valley, IA 51247-0000

Credentials

Series 66

Industry experience

< 1 year

About

Madison Meyer is a financial advisor at Edward Jones with the Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Meyer worked in various roles including positions at Scooters Coffee, Langers Bar and Grill, and the City of Sheldon. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

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

1319 10th Street

Rock Valley, IA 51247-0000

Most active in

Iowa · Texas

Work history

Edward Jones

2025 - Present (1 year)

Edward Jones

2024 - 2025 (1 year)

Iowa State University

2023 - 2025 (2 years)

Full Time Education

2022 - 2025 (3 years)

Scooters Coffee

2021 - 2022 (1 year)

Langers Bar and Grill

2019 - 2021 (2 years)

City Of Sheldon

2019 - 2024 (5 years)

Unemployed

2015 - 2019 (4 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

Ben G

CFP®, Series 65

Sioux Center, IA

Water Valley Investment Advisors, Inc.

Ben Gesink is a CFP® with three years of industry experience, currently serving as a financial advisor at Water Valley Investment Advisors, Inc. He has worked at Financial Engines Advisors L.L.C., Iowa State Bank, Dordt University, and Western Christian High School. Water Valley Investment Advisors, Inc. provides portfolio management and advisory services to individuals, high-net-worth clients, and charitable organizations, focusing on tailored investment policies and long-term fundamental analysis. The firm manages discretionary portfolios primarily composed of mutual funds, equities, fixed income, and ETFs, with regular reporting and no account minimums.

Wealth management
user avatar

Kevin G

CFA®

Sioux Center, IA

Water Valley Investment Advisors, Inc.

Kevin Gesink is a CFA® charterholder with 25 years of industry experience. He has been with Water Valley Investment Advisors, Inc. since 2000. The firm provides ongoing portfolio management and advisory services to individuals, high-net-worth clients, and charitable organizations, emphasizing fundamental analysis and long-term trading with portfolios primarily composed of mutual funds, equities, fixed income, and ETFs. Water Valley Investment Advisors prepares tailored Investment Policy Statements for each client and offers discretionary management without using third-party advisers or wrap programs.

Wealth management
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Andrew B

Series 66

Sioux Center, IA

Money Concepts Capital Corp

Andrew Borger is a financial advisor with Money Concepts Capital Corp, holding a Series 66 designation and one year of industry experience. He previously worked at The Planning Firm, American State Bank, and Diamond Vogel. Outside of his advisory role, Borger serves on the advisory council for the Family Crisis Center, is a board member of Ridge Golf Club, and acts as treasurer and deacon at Bethel Christian Reformed Church. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing around $3.33 billion for nearly 14,700 clients. The firm offers portfolio management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and corporations, utilizing a combination of model portfolios, adviser-designed portfolios, and third-party sub-advisers.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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Nicolaas D

Series 63, Series 65, Series 66

Sioux Center, IA

Kestra Advisory

Nicolaas Doelman is a financial advisor at Kestra Advisory with 21 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at LPL Financial for 10 years before joining Kestra in 2019. Outside of advisory roles, he manages a farming sharecropping arrangement on a residential property he owns. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services including fiduciary consulting, plan-level investment advice, and employee education. The firm serves large institutional investors and offers multiple management platforms and third-party solutions within a supervisory framework.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Thomas D

Series 66

Sioux Center, IA

Money Concepts Capital Corp

Thomas De Jong is a Series 66-credentialed financial advisor with Money Concepts Capital Corp, based in Sioux Center, IA, and has 17 years of industry experience. He has been with Money Concepts Capital Corp since 2009 and also owns The Planning Firm, LLC, where he serves as business manager. Outside of his advisory work, he chairs the Stewardship/Foundation Committee at Bethel Christian Reformed Church and is involved in teaching and consulting activities. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. As an enterprise firm with approximately 431 advisors, MCAS employs a range of managed programs and uses fundamental and technical analysis alongside modern portfolio theory to manage client assets.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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Zachary E

Series 66

Sioux Center, IA

OSAIC Institutions, INC.

Zachary Elbers is a financial advisor at OSAIC Institutions, INC. with a Series 66 designation and three years of industry experience. His prior work includes roles at Infinex Investments, Peoples Bank, Rock Industries, and several other firms. He also has experience in education, having worked at Rock Valley Christian School and Western Christian High School for 14 years. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, providing advisory and brokerage services through customized engagements and access to alternative investments. The firm’s services are delivered primarily through a network of investment adviser representatives using a combination of fundamental and technical analysis, with a notable emphasis on non-discretionary assets.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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