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portrait of Perry Heles
FINANCIAL ADVISOR

Perry Heles

480 W 78th St Suite 107, Chanhassen, MN 55317opens in a new window
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 though.

My team is deeply committed to understanding what matters most to you. By taking time to truly listen, we aim to create a personalized experience designed to help lead to financial wellness.

We utilize an established process designed to help you make confident, informed financial decisions — ones you might not have considered on your own. Here's how we deliver meaningful value:

• Creating personalized plans: We partner with you to organize your finances and develop tailored financial strategies that support your goals, helping...

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

Send Me a Message

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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

Phone

(952) 470-1177

Fax

(800) 303-5152

Office Address

480 W 78th St Suite 107
Chanhassen, MN 55317opens in a new window

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