Edward Jones - Financial Advisor: Sheila Peelen

Edward Jones - Financial Advisor: Sheila Peelen Offering customized financial planning and coaching to individuals and businesses who are dedicated to improving their financial lives and those around them.

Have you ever watched a loved one struggle financially, and wish you could have done something to prevent it? I have. That is why I became a financial advisor. I believe being a steward of our finances goes much deeper than balancing a checkbook. It includes helping organize your financial situation so you can be confident you will reach your goals, have the ability to bless those around us and cr

eate a better future for your families. To best serve you, I need to understand what is most important to you. This allows me to give the best advice that will organize, protect and manage your assets properly. I use an established process with each client to develop a customized strategy for your unique situation. In 2015 I joined Edward Jones as a financial advisor and opened the second branch office in Sheldon. Today, my team and I serve the greater Sheldon area from two branch locations to serve you with the personalized service you expect and deserve. Building relationships throughout the community and with my clients is something I hold dearly. The Sheldon community offers many wonderful organizations, some of which I am blessed to be a part of. I earned a Bachelor of Arts degree from Iowa State University in 2005. After graduation I then jumped into the financial industry, realizing my deep-rooted desire to help people learn about their finances and become financially successful. As a continual student of the business, I have continued to expand my knowledge through several designations and credentials. In June of 2021 I obtained my Accredited Asset Manager Specialist (AAMS) credential; then I became a CERTIFIED FINANCIAL PLANNER (CFP) professional through the Kaplan College of Financial Planning in December of 2023. My family (husband, Brett and two sons, Koby and Parker) and I have lived on the Peelen family farm since 2007. Since 1918, each generation has been entrusted to care for the farm and I look forward to passing this responsibility down to our children one day. Together, we love to spend time camping, hiking, and watching movies. Plus, we all love to travel! My Branch Office Administrator, Barbara Besaw, and I provide a highly personalized service and would appreciate the opportunity to discuss your unique situation. Face-to-face meetings build strong, lasting relationships, which is our goal here at Edward Jones. Please contact the office by calling 712-324-2900 or emailing [email protected] to schedule an appointment to discuss your finances and review your options. I look forward to meeting you!

Learn more https://bit.ly/4iCh8La Creating wealth is about planning for the future. I can help you explore strategies to...
09/02/2026

Learn more https://bit.ly/4iCh8La Creating wealth is about planning for the future. I can help you explore strategies to help manage, protect and pass on your wealth.

https://bit.ly/4gEwT1x Shape your financial legacy. I offer advanced services to simplify your financial life.
08/31/2026

https://bit.ly/4gEwT1x Shape your financial legacy. I offer advanced services to simplify your financial life.

NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided ...
08/31/2026

NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided greater clarity on the Fed's inflation-fighting priorities. Despite seasonal headwinds, the fundamental backdrop for equities remains constructive.

Angelo Kourkafas, Sr. Global Investment Strategist, discusses the latest developments in AI, Fed policy, and markets in this week's Weekly Market Wrap.



https://bit.ly/4y5ANYm

Your business is more than a source of income. It's likely one of your most significant financial assets.As a financial ...
08/28/2026

Your business is more than a source of income. It's likely one of your most significant financial assets.

As a financial advisor with the Certified Exit Planning Advisor®️ designation, I work with business owners to bring clarity and intention to one of the most complex decisions they'll face: what happens next.

From exit planning to succession strategy to long-term transition planning, I can help design a comprehensive financial strategy that’s right for you.

You’ve poured your heart and soul into your business. But are you ready for what comes next?Whether your goal is to reti...
08/25/2026

You’ve poured your heart and soul into your business. But are you ready for what comes next?

Whether your goal is to retire with confidence, ensure your loved ones are cared for, or pass along what you've spent years building to the next generation, having a solid financial plan can make all the difference.

As a financial advisor with the Certified Exit Planning Advisor®️ designation, I help business owners think through their next big chapter. If you're ready to start the conversation, I'd be glad to help.

Higher Treasury yields weighed on equities last week, renewing concerns about whether the economy and markets can withst...
08/24/2026

Higher Treasury yields weighed on equities last week, renewing concerns about whether the economy and markets can withstand elevated rates. Despite the potential for seasonal volatility, resilient economic activity and strong corporate earnings support a constructive backdrop for equities.

Investment Strategist Brock Weimer explains what’s behind the move higher in long-term yields in the latest Weekly Market Wrap.



https://bit.ly/4c8pnuw

The AI infrastructure boom is transforming the technology sector and changing how corporate bond markets evaluate risk, ...
08/24/2026

The AI infrastructure boom is transforming the technology sector and changing how corporate bond markets evaluate risk, leverage and return potential.

Senior Fixed Income Analyst Brian Therien explains what this can mean for fixed income investors in our Monthly Fixed-Income Focus.

https://bit.ly/4c5BUih

08/21/2026

How long can the AI cycle last? What could derail the stock market from here? Our Principal, Head of Investment Strategy Mona Mahajan joined CNBC Squawk Box to discuss key questions for investors.

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

Can a six-figure income still leave you feeling financially lost?Our research with Gallup — recently featured in Fortune...
08/18/2026

Can a six-figure income still leave you feeling financially lost?

Our research with Gallup — recently featured in Fortune — found that among Americans earning more than $135,000, nearly 70% still struggle to feel financially fulfilled. Even more striking: 1 in 5 high earners report experiencing significant financial stress.

As a financial advisor, this doesn't surprise me. Income alone doesn't create confidence. What can make a difference is having a clear plan, knowing what matters most to you, and feeling genuinely in control of your financial future.
If any of this resonates, I'd love to start a conversation.

Read the full feature in Fortune: https://bit.ly/3ScqGSs


Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.

Seven in 10 Americans on six-figure salaries aren’t financially fulfilled—even wealthy Gen Zers.

Proactive estate planning helps you and your family stay ahead of complexity, preserve wealth and ensure assets are tran...
08/18/2026

Proactive estate planning helps you and your family stay ahead of complexity, preserve wealth and ensure assets are transferred according to your wishes. At Edward Jones, we can help you with tax-aware strategies and estate-planning insights, based on your family's goals.

Edward Jones, its employees and financial advisors cannot provide tax or legal advice. You should consult your attorney or qualified tax advisor regarding your situation.

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Sheldon, IA

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