Erik Nilius
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.
Firm
Edward Jones
Location
Huxley, IA 50124
Credentials
CFP®, Series 66
Industry experience
11 years
Expertise
Charitable giving & philanthropy
Retirement income strategy
Business ownership considerations
Wealth management
ESG / Sustainable investing
Occupation focus
Founder/Business Owner
Demographic focus
Religious/faith focused
Values-based investing
Work history
Edward Jones
2022 - Present (4 years)
LPL Financial LLC
2018 - 2022 (4 years)
United Bank & Trust NA (First National Bank)
2017 - 2022 (5 years)
Edward Jones
2013 - 2017 (4 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.
Travis A
CFP®, CFA®, RICP®
Ankeny, IA
Custom Wealth Planners
Travis specializes in working with those nearing and in retirement. He takes a transparent and collaborative approach to helping clients define their best life and outlining the steps necessary to get there. His services include cash flow analysis, tax planning, investment management, risk management, and estate planning. This can be offered via one-time Planning Engagements or ongoing Full-Service Advisory offerings.
De Ann T
CFP®, Series 63, Series 65, Series 66
Huxley, IA
Edward Jones
Luke B
CFP®, Series 66
Ankeny, IA
Edward Jones
Austin W
Series 63, Series 66
Ames, IA
Edward Jones
Ryleah C
CFP®, Series 66
Ankeny, IA
Edward Jones
Kyle M
Series 66
Polk City, IA
Edward Jones
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