Michelle Seeba is a CFP-designated registered investment advisor at Edward Jones, based in Kearney, NE, with 20 years of industry experience. Michelle 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
3806 Country Club Ln Suite A, Kearney, NE, 68845
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Michelle is the Vice President of PEO in Kearney, NE, but dedicates no time to this role. She also owns a condo rental property and is a member of Island Greens, LLC, which owns an office building, but spends no time on either activity.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations20 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
More Advisors
- Kristina Hoelting, CFPAmeritas Advisory Services, LLC
- Ryan Krantz, CFPLPL Financial LLC
- Troy Brockmeier, CFAOldfather Financial Services
- Kara Berks, ChFCState Farm Investment Management CORP.
- Emily Jameson, CFPLPL Financial LLC
- Scott Bazata, ChFCCetera Investment Advisers LLC