portrait of Perry Heles
FINANCIAL ADVISOR
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

About Perry

As a veteran 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. Working closely with you and your family, my team uses an established process so that we can fully understand what's most important to you. We then design personalized financial strategies needed to help achieve your goals. Let us worry about your financial matters so you can be stress-free.

I began my Edward Jones career in 2009 when I was extended an offer to manage a branch office in Chanhassen, MN....

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Business Retirement Plans

Work History

  • Edward JonesMay 2009 to Current

Education

  • Mankato St UnivBachelor of Science - Law

Personal Interests

  • Spending Time with Family
  • Hockey
  • Coaching Sports
  • Hunting
  • Golfing

Team Members

  • Abby Copland
    Registered Branch Associate

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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