Curt Solsma is a registered investment advisor at Edward Jones, based in Oelwein, IA, with 41 years of industry experience. Curt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.
Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.
Location
20 1st Ave NE, Oelwein, IA, 50662-0000
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2003Other Business Activities
Curt owns farmland in Sanborn, IA (since 1992 and 2023) and commercial property in Oelwein, IA (since 2023). He also serves as a board member and Vice President of the Oelwein Event Center, dedicating minimal time to this role.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations32 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.