Darrel Wisseman is a registered investment advisor at Edward Jones, based in Prineville, OR, with 30 years of industry experience. Darrel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
247 North Main Street, Prineville, OR, 97754
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Regulatory History (1)
Customer Dispute
March 2001Other Business Activities
Darrel is a board member at Western Christian School since 2020. This requires minimal time and involves normal board member activities.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Dean Witter Reynolds INC.Broker
State Registrations23 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.
Exams
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- Oliver Wisseman, CFPEdward Jones