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portrait of Melissa R Loest
FINANCIAL ADVISOR

Melissa R Loest

CFP®, AFFP®
205 State St, Guthrie Center, IA 50115opens in a new window
CallSend Me a Message

About Melissa

In thinking about who we are and how we work with our clients, the word that repeats in my head is partnership.

We partner with our clients and their families through all of life's stages and transitions. In our office, we pride ourselves on being able to bring the 100-year history, client-centered focus and "big city" resources of Edward Jones to our community while still providing "small town" service. There's still something to be said about doing business locally where you can look someone in the eye and shake their hand, run into them at school activities and stand in line...

Focus Areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Intergenerational Planning
  • Insurance & Annuities
  • Charitable Giving

Work History

  • Edward JonesDecember 2013 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AFFP®

    AFFPUSA

Education

  • Central CollegeBachelor of Arts

Personal Interests

  • Volunteering
  • Traveling
  • Home Improvement
  • Community Outreach
  • Outdoor Enthusiast

Team Members

  • Kristina Swensen
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

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

Phone

(641) 747-3899

Fax

(844) 843-5620

Office Address

205 State St
Guthrie Center, IA 50115opens in a new window

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