Edward Jones- Financial Advisor: Kaurie Marinkovich

Edward Jones- Financial Advisor: Kaurie Marinkovich Throughout my life, helping others has been an integral part of who I am. Before entering the finance world, I was a high school math teacher for ten years.

I chose a career in financial services because I believe I can make a difference in the lives of families in my community. Helping to teach and serve others has always been one of my biggest passions. I am a wife and mom of two. I spend of lot of my time outside of the office following them to all of their activities. I also enjoy golfing and reading in my spare time. Our branch in Pella, Iowa con

sists of a one-of-a-kind, hard-working team including Financial Advisor Scott Van Tasell and Branch Office Administrators Lisa Morgan, Rachel Nikkel, and Jan Vermeer. At Edward Jones, we strive to make sure clients feel heard, and that we understand their unique story. We also work to help clients understand the investment world in terms they can relate to. If you are looking to have a conversation about your future financial success and reaching your goals, I would love to talk with you. Our branch phone number is 641-628-1552. I hope to hear from you!
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As retirement approaches, you may be reviewing your estate plan and asset titling. If you have assets owned as Joint Ten...
09/03/2026

As retirement approaches, you may be reviewing your estate plan and asset titling. If you have assets owned as Joint Tenants with Right of Survivorship, you may not be aware of the risks. Connect with me to discuss if this is the best strategy for your current situation and your beneficiaries when you’re gone.

Joint titling financial accounts can introduce risks. Discover the benefits and trade-offs of joint ownership and how it impacts your estate planning.www.edwardjones.com/us-en

08/29/2026
08/27/2026

As we head towards the back half of 2026, it’s a good time to step back and remember three important ground rules for long-term investors. Principal, Head of Investment Strategy Mona Mahajan discusses strategies and best practices for investing during uncertainty.

Watch the full episode: https://bit.ly/4gFOtT3

From tuition and housing to everyday spending, college introduces new financial rhythms. Seeing everyday money alongside...
08/20/2026

From tuition and housing to everyday spending, college introduces new financial rhythms. Seeing everyday money alongside long-term goals can help bring confidence to decisions, now and as this next chapter unfolds.

Simplify your financial life with Edward Jones®️ Everyday Solutions Checking and Credit Cards, powered by U.S. Bank®️.

Learn more here: https://bit.ly/4zAwbv5

The creditor and issuer of this credit card is U.S. Bank National Association, pursuant to a license from Mastercard International Incorporated. Mastercard is a registered trademark, and the circles design is a trademark of Mastercard International Incorporated.

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every r...
08/15/2026

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

08/13/2026

On Bloomberg's "The Close," our Principal, Head of Investment Strategy Mona Mahajan shares perspectives on several themes shaping today's market environment, including earnings, artificial intelligence, inflation and the broader economic outlook, and considerations for investors in the months ahead.

Watch the full interview: https://bit.ly/4i8iUmY

Talking to your family about money can be hard, but learning how to have productive conversations can actually help your...
08/06/2026

Talking to your family about money can be hard, but learning how to have productive conversations can actually help your finances.

Learn about topics, strategies, and best practices for having family conversations about money. From Edward Jones and EVERFI

Do you have young adults getting ready to leave the nest? Gaining an early financial education can help them grow their ...
07/30/2026

Do you have young adults getting ready to leave the nest? Gaining an early financial education can help them grow their future nest egg. Share these financial fitness courses with them now so they’re better prepared to spread their wings.

https://bit.ly/4wyuY5v

If you’ve built a portfolio containing an appropriate mix of investments, based on your goals and risk tolerance, you’ve...
07/23/2026

If you’ve built a portfolio containing an appropriate mix of investments, based on your goals and risk tolerance, you’ve got a good foundation to help you withstand a down market.

Strategies for every stage

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1107 W 16th Street Suite 100
Pella, IA
50219

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