Edward Jones welcomes back 'boomerang' advisor in Iowa

Edward Jones welcomes back 'boomerang' advisor in Iowa
Seasoned industry veteran returns to the firm where he started his career.
OCT 04, 2024

A financial advisor who began his career at Edward Jones has returned to the firm with 18 years of industry experience.

Chad Hansen joined the firm’s Plano, Texas location in 2006 and stayed for more than four years before relocating to West Des Moines, Iowa, to join Waddell & Reed. Five years later the advisor moved to BancWest Investment Services in the city, and in 2018 he headed to Waukee, Iowa, with Wells Fargo Advisors.

But while Hansen, who previously managed $107 million in client assets, is back at Edward Jones, he remains in the Waukee area and will be joined by branch office administrator Lori Strum.

“Returning to the firm where I started my career feels like a terrific full circle moment,” said Hansen. “The wealth of tools and technology, an expanded set of products and solutions for to meet clients' needs and the flexibility and choice in how I run my practice drew me back. With these resources, I'll have more time each day doing what I do best – spending time with clients and helping them reach their financial goals – which has always been my priority.” 

Edward Jones recently announced that it will expand the range of products and services available in its branches late in 2025, enhancing its partnership with US Bank by offering a co-branded checking account and enhanced credit card offering.

Last month the firm extended its Southeast US presence further with a $210 million AUM breakaway advisor from Merrill and announced the addition of financial advisor Amber Knips in Minnesota, who previously managed more than $107 million of client assets at Sweet Financial Partners.

Meanwhile, Wells Fargo advisors may have lost an advisor in Waukee, but they recently added a $1.8 billion AUM breakaway team from Morgan Stanley and a $2 billion AUM team from JPMorgan.

Latest News

LPL adds $600M UBS team in Tennessee
LPL adds $600M UBS team in Tennessee

The firm's latest additions, led by a second-generation financial advisor, are striking out via its Linsco employee advisor channel.

eMoney supports focused financial planning with enhanced needs analysis
eMoney supports focused financial planning with enhanced needs analysis

The Fidelity-owned fintech aims to help advisors connect with mass market and mass affluent prospects with single-goal conversations.

Trump SEC pick Paul Atkins grilled by Democrats in early political test
Trump SEC pick Paul Atkins grilled by Democrats in early political test

The prospective chair of the agency has pledged to shed conflicted interests and "return common sense to the SEC."

Finra moves to boot Alpine Securities, same firm that claims the regulator can’t
Finra moves to boot Alpine Securities, same firm that claims the regulator can’t

'If I were on the side of Alpine Securities, I’d put all my eggs in the federal court,' one attorney said.

CFP Board floats new procedural rules around bankruptcy, misdemeanors
CFP Board floats new procedural rules around bankruptcy, misdemeanors

If approved, the proposed revisions would achieve outcomes similar to the existing process while reducing the burden of oversight.

SPONSORED Retirement plan balances are flourishing. Why are so many advisors missing out on a $3 trillion opportunity?

Participants who receive professional 401(k) advice see higher returns on average, net, than those who don't.

SPONSORED Focus on clients, not compliance – why Gary Corderman found his fit with Farther

This wealth management platform finally delivers on the technology promises other firms couldn't - giving advisors a better way to scale and serve