My Edward Jones career began over 14 years ago with a goal of making an impact in people's lives. I listen, care and dedicate myself to helping my clients achieve their financial goals. I don’t just help my clients with their financial picture, I also enjoy building lifelong relationships.
Edward Jones stands out from other firms because we have a client-centered approach. Our approach creates a comfortable environment for face-to-face meetings. I enjoy listening to clients explain what is most important to them. Then, I customize tailored solutions to solve different client needs, including:
-Individual investors who are serious about developing a workable financial strategy.
-Individuals in transition, such as retirement or receiving an inheritance.
-High net worth clients who are looking for tax sensitive solutions.
-Small business owners who want to save money on taxes by investing through their company or develop a strategy for their personal portfolio.
-Complex solutions that might involve collaboration with your CPA or attorney.
I have lived in the Bismarck area since childhood. I was a collegiate scholar-athlete at The University of Minnesota, with a bachelor's degree in business finance from The Carlson School of Management. I'm married to my wife, Heidi, and we have a family of four; Whitney, Weston, Caris and Finnegan. We enjoy travel, all sports and the fine arts.
My Senior Branch Office Administrator, Joy Fast, has worked for Edward Jones for over 15 years. Joy is accessible, friendly and very helpful in answering common client questions and concerns. Joy and I help other financial advisors in our community and region by serving in difference leadership roles.
If you don't have a financial strategy or would like to review your current one, we offer complimentary consultations and would welcome the opportunity to hear from you!
My Personal Interests
- Active Lifestyle
- Coaching Sports
Phone NumberPerry J Andrisen at (701) 258-6450
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