Skip to Main Content
portrait of Trevor S Gottula
FINANCIAL ADVISOR

Trevor S Gottula

CFP®, ChFC®
223 9th Street, P O Box 410, Sheldon, IA 51201opens in a new window
CallSend Me a Message

About Trevor

I believe it's important to invest my time in understanding what you're working toward before you invest your money. Working closely with your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. My branch office administrator, Patty Rohwer, and I are dedicated to helping you organize, build, protect and transfer your wealth with world-class service.

I was born and raised in Sheldon before moving to Humboldt, Iowa, and graduating from Humboldt High School. I earned bachelor's and master's degrees in accounting from the University of Nebraska-Lincoln and began my professional career...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Insurance & Annuities
  • Charitable Giving
  • Estate & Legacy Strategies

Work History

  • Edward JonesSeptember 2017 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

Education

  • Univ of Nebraska at LincolnMasters
  • Univ of Nebraska at LincolnBachelor of Business Admin

Team Members

  • Patty Rohwer
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Phone

(712) 324-4643

Fax

(888) 215-6078

Office Address

223 9th Street
P O Box 410
Sheldon, IA 51201opens in a new window

Mailing address

Po Box 410
Sheldon, IA 51201

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More