Trevor Koehn

Advisor at Edward Jones

Updated today

Location

Platte, SD 57369

Credentials

Series 66

Industry experience

7 years

About

Trevor Koehn is a Series 66 licensed financial advisor with Edward Jones, based in Platte, SD, and has seven years of industry experience. Prior to joining Edward Jones in 2018, he worked for six years at Autobody Specialists Inc. Outside of his advisory role, Koehn is involved in managing rental properties through his ownership of local LLCs. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services and investment options, supported by a large network of advisors and branch offices across the country.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Multi-generational wealth transfer

Occupation focus

Founder/Business Owner

Demographic focus

Intergenerational Families

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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

610 S Main Street

Platte, SD 57369

Most active in

South Dakota · Texas

Work history

Edward Jones

2018 - Present (8 years)

Autobody Specialists inc

2012 - 2018 (6 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

Janel D

Series 66

Platte, SD

Edward Jones

Janel Du Frain is a financial advisor with Edward Jones in Platte, SD, holding a Series 66 designation and over 20 years of industry experience. She has been with Edward Jones since 2004 and is also currently involved with the City of Platte and BMI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, with approximately $1.01 trillion in assets under management.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Tait S

Series 66

Platte, SD

Thrivent Investment Management

Tait Sibbel is a financial advisor at Thrivent Investment Management with a Series 66 designation and experience beginning in 2025. Prior to joining Thrivent, he worked at Ag Consulting Group and Cargill. Outside of his advisory role, Sibbel is involved in his community as the offensive coordinator for Platte Geddes High School football, president of the Platte Geddes Area Youth Football program, and president of the finance council at St. Peter's Catholic Church. He also owns and operates a family ranch. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning addressing a range of financial topics, while maintaining separate managed-account services and does not serve institutional portfolio management or adviser selection needs.

Business ownership considerations
user avatar

Lacey H

Series 66

Platte, SD

Raymond James Financial

Lacey Hogan is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 18 years of industry experience. She previously worked at RNL Investments, LLC and Great Western Bank. Outside of her advisory role, Hogan is a joint owner and bookkeeper of an agricultural business, Hogan Honey Farms, Inc. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers non-discretionary financial planning and investment consulting, utilizing firm research and asset-allocation analysis to tailor recommendations.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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