Edward Jones - Financial Advisor: Allison Ver Steegt

Edward Jones - Financial Advisor: Allison Ver Steegt CFP®, CRPC™ We like to serve ordinary people and help them do extraordinary things.

1. WHAT WE PROVIDE
a. Goals-centered advice and superior service
b.

WHO WE SERVE
We help a select group of families manage their asset strategies, so they can focus on areas of their life that give them joy, meaning and purpose.

2. Help to organize, build, protect and transfer wealth

3. WHAT WE LOOK FOR IN CLIENTS
a. Goals driven
b. Serious long-term investor

4. OUR PHILOSOPHY
A one-size-fits-all approach may be fine for some investors, but we believe investme

nts should be tailored to your needs and not generically based on guidelines for someone your age or at your stage of life. Whether your goals include preparing for or living in retirement, paying for education, planning for the unexpected or creating an estate or inheritance, we can offer investment solutions tailored to all your financial goals.

5. WHY ME
I began my Edward Jones career in 2017 as a financial advisor in Ankeny. With a finance degree from the University of Iowa and over 10 years of financial experience, I offer a unique set of experiences and a great depth of knowledge and acumen to empower my clients to make smart life decisions and investment choices. I strive to help my clients make sense of investing and bring a disciplined and comprehensive approach. Edward Jones is a financial - services firm dedicated to serving the needs of individual investors. Member SIPC.
/*********/
For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

Many retirees unknowingly make mistakes that can reduce their long‑term financial stability. Explore these practical ste...
06/04/2026

Many retirees unknowingly make mistakes that can reduce their long‑term financial stability. Explore these practical steps to help support a more durable income plan.

8 moves to help protect your retirement incomewww.edwardjones.com/us-en

When retirement is just around the corner, an unexpected event or major expense can be unsettling. The good news is you ...
06/01/2026

When retirement is just around the corner, an unexpected event or major expense can be unsettling. The good news is you don’t have to jeopardize your long-term future. The key is understanding the pros and cons of all your options.

Learn the considerations for retirees and pre-retirees to tap taxable investment accounts and retirement accounts for cash shortfalls.www.edwardjones.com/us-en

05/28/2026

An owner-only defined benefit plan can help you secure a predictable retirement income. Let's evaluate whether this plan fits your goals.

Saving for retirement is paramount when you work for yourself.

404 Errorwww.edwardjones.com/us-en

Offering and maintaining a quality retirement plan is an important responsibility. You have options to help your employe...
05/21/2026

Offering and maintaining a quality retirement plan is an important responsibility. You have options to help your employees save for retirement, while lowering taxes.

Let's create a strategy customized to the needs of you, your business and employees.

Learn how Edward Jones can help you create a quality retirement plan for your workplace, to build financial security for your business and employees.www.edwardjones.com/us-en

Take steps toward a healthy financial future with strategic workplace retirement solutions. The right plan can help you ...
05/18/2026

Take steps toward a healthy financial future with strategic workplace retirement solutions. The right plan can help you save on taxes, grow your business and diversify your wealth.

Let's work together to choose the proper retirement plan for you and your employees.

Plan for the future with strategic workplace retirement solutions. Discover tax-saving opportunities through specialized retirement plans for small businesses.

Emotions and investing usually don’t mix well. Fear, excitement and panic often push investors to buy high, sell low or ...
05/14/2026

Emotions and investing usually don’t mix well. Fear, excitement and panic often push investors to buy high, sell low or abandon their strategy altogether.

Before reacting to the latest headline, pause and reconnect with your long term goals. Your retirement, your family’s future and your legacy may depend on it.

Too often, our emotions can be a barrier to our investment success. In these situations, it’s important to take a timeout and remember why you’re investing.

Market corrections are normal and historically temporary, often creating attractive opportunities for disciplined long t...
04/30/2026

Market corrections are normal and historically temporary, often creating attractive opportunities for disciplined long term investors. The trigger for past corrections has varied, ranging from tight fed policy, economic disappointments, geopolitical uncertainties, the recalibration of lofty expectations, or a combination of these.

If you’d like to talk through how your portfolio is positioned for today’s environment, I’m here to help you stay focused on what you can control.

More insights: https://bit.ly/493Ndpy

Market volatility is unpleasant. Also fact: The more you know about it, the less unpleasant it can be. Check out these 1...
04/27/2026

Market volatility is unpleasant. Also fact: The more you know about it, the less unpleasant it can be. Check out these 10 volatility facts to help keep volatility in perspective and your goals within reach.

Volatility is part of the investment experience, but the longer an investor holds stocks, the greater the potential for an overall positive return.

You can always work luxury purchases into a plan, but what happens when "living large" starts shrinking your long-term s...
04/23/2026

You can always work luxury purchases into a plan, but what happens when "living large" starts shrinking your long-term security? Here's how to enjoy today without risking tomorrow.

How to Avoid Going Too Lean—or Too Lavish— With Your Money

Market conditions can change fast — but your strategy doesn’t have to. Set clear goals, review your progress regularly a...
04/20/2026

Market conditions can change fast — but your strategy doesn’t have to. Set clear goals, review your progress regularly and keep your portfolio diversified to help you stay on track no matter what the market is doing.

Ready to put these habits into practice? Let's strengthen your long‑term strategy.

Market sentiment, policy backdrop, and geopolitics can change quickly.www.edwardjones.com/us-en

Address

215 NW 18th Street Suite 103
Ankeny, IA
50023

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 4pm

Telephone

+15159642122

Alerts

Be the first to know and let us send you an email when Edward Jones - Financial Advisor: Allison Ver Steegt posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Edward Jones - Financial Advisor: Allison Ver Steegt:

Share