Mary Arnold
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Slayton, MN 56172
Credentials
Series 66
Industry experience
4 years
Client services
Based on Edward Jones
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
College savings (529s, UTMA, etc.)
Location
2558 Broadway Avenue
Slayton, MN 56172
Most active in
Mary A has reported serving >5 clients in these states in the last 12 months.
Minnesota · Texas
Work history
Edward Jones
2022 - Present (4 years)
The Mentor Network/Habilitative Services LLC
2019 - Present (7 years)
Metabank
2018 - 2021 (3 years)
Tracy Area Public Schools
2017 - 2018 (1 year)
Metabank
2009 - 2017 (8 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Chad C
Series 65
Slayton, MN
Avalon Financial LLC
Chad Conway is a Series 65-licensed financial advisor with six years of industry experience. He is the sole advisor at Avalon Financial LLC, an independent firm based in Slayton, MN, where he has worked since 2020. Prior to this, he operated Conway Financial Consulting, LLC, and was employed at YMCA and Southwest Minnesota State University. Avalon Financial serves private individual clients across taxable, retirement, and education accounts, managing approximately $4.2 million for about 28 clients. The firm employs a discretionary portfolio management approach focused on individualized risk assessment, fundamental analysis, direct stock ownership, and tax-aware holding strategies, supplemented by comprehensive financial planning and regular client communications.
Loretta G
Series 66
Slayton, MN
Edward Jones
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