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Tre Anna Mulkin

Advisor at Edward Jones

Updated today

Location

Pittsburg, KS 66762-0000

Credentials

Series 66

Industry experience

4 years

About

Tre Anna Mulkin is a Series 66 licensed financial advisor with Edward Jones in Pittsburg, Kansas, bringing four years of industry experience. Prior to joining Edward Jones in 2021, she worked in various roles including at Commerce Bank and Enterprise Rent A Car. Outside of her advisory role, she performs as a cellist in the Vancouver Symphony and other ensembles, teaches cello, serves as a basketball referee for middle and high school games, and holds leadership roles in local community organizations including chairing the Downtown Advisory Board and acting as a chamber ambassador. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and strategies supported by a large national network of financial advisors and branch offices.

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

101 W 29th St Suite F

Pittsburg, KS 66762-0000

Most active in

Kansas · Texas

Work history

Edward Jones

2021 - Present (5 years)

Enterprise Rent A Car

2020 - 2021 (1 year)

Commerce Bank

2019 - 2020 (1 year)

Home Depot

2016 - 2019 (3 years)

Pittsburg State University

2016 - 2017 (1 year)

Walmart

2016 - 2016 (1 year)

SEK Interlocal #637

2015 - 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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Randall S

Series 63, Series 65

Pittsburg, KS

Concurrent Investment Advisors, LLC

Randall Sauer is a financial advisor at Concurrent Investment Advisors, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Raymond James Financial Services, and Wells Fargo Advisors. Outside of his advisory role, he serves as vice president and treasurer of Pam Sauer Ministries, a charitable organization. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm operates at enterprise scale with approximately 161 advisors serving over 10,000 clients and managing about $9.9 billion in assets, using customized portfolios and a generally long-term investment approach.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Luke P

Series 66

Pittsburg, KS

Mariner

Luke Prestholt is a financial advisor with Mariner Wealth, holding a Series 66 designation and nine years of industry experience. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC before joining Mariner Wealth in 2022. Outside of his advisory role, he is involved in the buying and selling of sports cards and memorabilia through a collectibles business based in Frontenac, Kansas. Mariner Wealth is a large wealth management firm serving individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm combines an in-house investment team with access to third-party managers, offering a range of investment management, financial planning, retirement consulting, tax services, and family office administration.

Private / alternative investments Options & derivatives strategies Founder/Business Owner Executive Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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Christopher F

Series 63, Series 65

Frontenac, KS

Eagle Strategies (NY Life)

Christopher Falletti is a financial advisor with Eagle Strategies (New York Life) based in Frontenac, Kansas. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. Since 2009, he has operated Falletti Financial alongside his role at Eagle Strategies. Outside of advisory work, he owns and manages a rental property business. Eagle Strategies serves individuals, retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services through a large network of advisors. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios rather than discretionary mandates.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive

Larry S

CFP®, Series 66

Pittsburg, KS

Edward Jones

Larry Sprague is a CFP®-certified financial advisor with Edward Jones in Pittsburg, KS, bringing 10 years of industry experience. Before joining Edward Jones in 2016, he worked for 18 years at Leggett & Platt, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

General retirement planning Retired Founder/Business Owner Executive
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John S

Series 66

Pittsburg, KS

LPL Financial

John Stevens is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He previously worked at Commerce Brokerage Services, Inc. for eight years before joining LPL Financial in 2023. Outside of his advisory role, Stevens is involved in buying and selling sports trading cards as a side business. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Karen V

Series 63, Series 65

Pittsburg, KS

LPL Financial

Karen Vanleeuwen is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and with 22 years of industry experience. She previously worked at Next Financial Group Inc for 18 years before joining LPL Financial. Outside of her advising role, she is a co-owner of VanLeeuwen Farms in Pittsburg, KS. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a broad platform that integrates advisory and brokerage services.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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