I grew up in the Edward Jones family, where my father was also a financial advisor. I started investing at a young age, and was raised to plan for the future. My father, Jack, was a huge influence in my decision to become a financial advisor with Edward Jones.
I am a seasoned financial advisor with more than 25 years of experience helping investors reach their goals. My primary goal is to help individual investors develop an investment strategy geared towards their unique, long-term goals. Whether you need to save for a child's college education, reduce taxes, or plan for retirement, I can help.
After graduating from Mankato State University magna cum laude with a bachelor of science degree in financial planning, I began my career with Edward Jones in 1994 and became a limited partner with the firm a few years later. My family and I enjoy our time both on our acreage and at our lake house. In my spare time, I can be found enjoying the outdoors. I am a member of Rotary International and also an ELC School Foundation board member.
My Edward Jones branch team has a long history with our clients. We've helped generations of clients obtain their long-term financial goals and helped them secure their financial future. Sherry Shain and Phyllis Martens are my branch team family and are dedicated to providing you with the highest level of service.
We welcome the opportunity to learn about you and your financial goals.
My Personal Interests
- Coaching Sports
- Sports Enthusiast
Mailing AddressPo Box 355
Estherville, IA 51334
Phone NumberDoug Wagner at (712) 362-7744
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 04:00PM|
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