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CFP

Seth Willenborg

Edward Jones
25 Years of Experience
Cedar Rapids, IA
1 DisclosureBroker
View SEC Summary
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Seth Willenborg is a CFP-designated registered investment advisor at Edward Jones, based in Cedar Rapids, IA, with 25 years of industry experience. Seth 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.

Edward Jones
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24078 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5450 Buffalo Ridge Dr Ne, Cedar Rapids, IA, 52411-0000

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History

Regulatory History (1)
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Criminal
January 1998
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Seth works as a bartender at RT's Barr & Grill for a few hours per week on the weekends. This activity does not occur during trading hours.

Employment History
Current Registrations
Edward Jones
January 2007 - Present · 19 yrs 9 mos
Edward JonesBroker
May 2001 - Present · 25 yrs 5 mos
State Registrations36 states
AKALARAZCACOCTDCDEFLGAIAILINKSKYMAMDMIMNMOMTNENYOKORPASCSDTNTXUTVAWAWIWV
AdvisorBrokerBoth

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
No exam information available for this advisor.
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