Perry Heles

About Perry Heles

As an Edward Jones financial advisor, I know the importance of developing a strategy and seeing it through. I understand that your financial needs can be complex and specialized. I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do. I firmly believe relationships are key, and in my view, meeting face to face builds strong relationships. We meet when it\'s convenient for my clients because I recognize the challenging needs of their businesses and their lives.I began my Edward Jones career as a financial advisor in 2009. My wife, Gina, and I have two children, Sophia and Joseph, and we live in Chanhassen. We are actively involved in our church, children\'s schools, and community instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

Experience

1. Financial Advisor

   Edward Jones

   Sep 2009 — Present · Chanhassen, MN, US

   Design investment strategies and solutions for families and small businesses in the Southwest Metro.

Education

• Minnesota State University, Mankato

  B.S., Law/Sociology

Skills

• Managed Account Program
• Education Savings (529 Plans, Coverdell Education Savings Accounts)
• Mutual Funds
• Fixed-Income Investments (Bonds, Bond Unit Investment Trusts, Cds)
• Buisiness Retirement Plans (Sep Iras, Simple Iras, 401(K)S, 403(B)S, 457(B)S)
• Exchange-Traded Funds
• Insurance (Long-Term Care, Permanent Life, Term Life)
• Portfolio and Retirement Plan Reviews
• Strategic Planning
• Research (Equities, Fixed Income, Mutual Funds)
• Saving, Spending, and Borrowing Solutions
• Wealth Protection Strategies
• Annuities (Fixed, Immediate, Variable)
• Equity Investments (Common Stocks, Stock Unit Investment Trusts)
• Individual Retirement Accounts (Traditional Iras, Roth Iras)
• Financial Calculators (Retirement, Cost Basis, Debt Management, Tax Estimators)