Next-Gen · rank 73 · Pratt, Kansas · listed firm: Edward Jones
Identity & firm
- Firm — Edward Jones (high)
- “Currently employed by and registered with the following Firm(s): IA EDWARD JONES 401 SOUTH MAIN PRATT, KS 67124 CRD# 250 Registered with this firm since: 04/11/2011” — sec_finra_regulatory
- Parent company — gap: not_found_after_search
- Firm type — ibd_rep (high)
- “Currently employed by and registered with the following Firm(s): IA EDWARD JONES 401 SOUTH MAIN PRATT, KS 67124 CRD# 250 Registered with this firm since: 04/11/2011 B EDWARD JONES 401 SOUTH MAIN PRATT, KS 67124 CRD# 250 ” — sec_finra_regulatory
- Team name — Holtgrieve Financial (high)
- “Holtgrieve Financial | Edward Jones” — firm_official
- Team size — 5 (high)
- “Team Members Justine Fross Branch Office Administrator Peyton Koehler Associate Financial Advisor Simona Korbe Registered Branch Associate Paige Prater Associate Financial Advisor” — firm_official
- CRD — 5888853 (high)
- “BrokerCheck Report Dakota Weston Holtgrieve CRD# 5888853” — sec_finra_regulatory
- Years experience — 15 (high)
- “B EDWARD JONES 401 SOUTH MAIN PRATT, KS 67124 CRD# 250 Registered with this firm since: 03/18/2011” — sec_finra_regulatory
- Designations — CFP (high)
- “Financial Advisor Certifications CFP® CERTIFIED FINANCIAL PLANNER®” — firm_official
Book of business
- Team AUM ($M) — 638 (high)
- “Team Assets (Custodied): $638M” — forbes_shook
- Account minimum ($M) — 0.25 (high)
- “Serving clients with $250,000” — firm_official
- Typical client net worth ($M) — 5.5 (medium)
- “Typical Net Worth of Relationships: $1-10M” — forbes_shook
- Client niche — generalist (medium)
- “Focus Areas Retirement Savings Strategies Retirement Income Strategies Estate & Legacy Strategies Wealth Strategies College Savings Business Retirement Plans” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “Currently employed by and registered with the following Firm(s): IA EDWARD JONES ... B EDWARD JONES” — sec_finra_regulatory
Positioning & marketing
- Website url — https://www.edwardjones.com/us-en/financial-advisor/dakota-holtgrieve (high)
- “Financial Advisor Dakota W Holtgrieve CFP® 401 South Main, Pratt, KS 67124” — firm_official
- Value proposition (verbatim) — Deciding to work with a financial advisor is a great first step toward a personal investing strategy. (low)
- “How we can help Deciding to work with a financial advisor is a great first step toward a personal investing strategy. Send a message to our team, and we'll contact you to learn about your goals and answer any questions y” — firm_official
- Differentiators — gap: not_found_after_search
- Content marketing — none (medium)
- “Focus Areas Retirement Savings Strategies Retirement Income Strategies Estate & Legacy Strategies Wealth Strategies College Savings Business Retirement Plans Financial Advisor Certifications CFP® CERTIFIED FINANCIAL PLAN” — firm_official
- Has podcast — no (medium)
- “Focus Areas Retirement Savings Strategies Retirement Income Strategies Estate & Legacy Strategies Wealth Strategies College Savings Business Retirement Plans” — firm_official
- Books published — 0 (medium)
- “Financial Advisor Dakota W Holtgrieve CFP® 401 South Main, Pratt, KS 67124 opens in a new window Serving clients with $250,000” — firm_official
- Linkedin url — gap: not_found_after_search
- Social presence — none (low)
- “Financial Advisor Dakota W Holtgrieve CFP® 401 South Main, Pratt, KS 67124 opens in a new window Serving clients with $250,000 Call Send Me a Message” — firm_official
- Press awards — gap: not_found_after_search
Visual brand
- Has distinct logo — no (high)
- Logo url — https://www.edwardjones.com/themes/custom/edwardjones/logo.svg (high)
- Visual brand notes — Standard Edward Jones corporate template: no team mark, stock location background photo, headshot-led layout, form-driven CTAs. (medium)
