Edward Jones-Financial Advisor: Trevor Gottula

Edward Jones-Financial Advisor: Trevor Gottula As an Edward Jones financial advisor, 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. I can also help with your retirement savings strategy so that you have options when you retire. I grew up in Sheldon and graduated from Humboldt High School in 2003 in Humboldt, IA. I earned bachelor's and master's degrees in accounting at the Unive

rsity of Nebraska-Lincoln in 2006 and 2007, respectively. I began my professional career with Deloitte & Touche in Omaha, NE, and eventually moved on to work for ConAgra Foods and later Wells Enterprises before joining Edward Jones in 2017. I earned the CFP® professional designation in 2020. My wife, Kelli, and I have three sons, Jack, Alex and Levi. We enjoy being active around the community and playing outside as much as we can with the boys. My branch office administrator, Patty Rohwer, and I are dedicated to providing you with the highest level of service possible. Please don't hesitate to call us with questions concerning your account. Edward Jones is a financial - services firm dedicated to serving the needs of individual investors. Member SIPC.
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We recently completed a remodel of our office. We are moved back in now and love the new space! The first 3 photos are b...
02/09/2023

We recently completed a remodel of our office. We are moved back in now and love the new space! The first 3 photos are before the project and the next 3 are after. Stop by and check it out sometime!

The My Priorities quiz can help you identify your priorities and, together, we can learn how they relate to your financi...
09/30/2021

The My Priorities quiz can help you identify your priorities and, together, we can learn how they relate to your financial strategy.

Ready to develop your financial goals? Give my branch a call today.

This crash course on personal finance is a great guide to what you need to know and what to do in each decade of your li...
09/27/2021

This crash course on personal finance is a great guide to what you need to know and what to do in each decade of your life.

[EDJ2021]

Creating a financially secure life can feel like a daunting task. This Personal Finance 101 guide lays out seven key steps to get you working toward long-term security.

As a long-term investor, you will inevitably experience a bear market. The good news is, the stock market has always rec...
09/23/2021

As a long-term investor, you will inevitably experience a bear market. The good news is, the stock market has always recovered—and bull markets tend to be stronger than bear markets.

[EDJ2021]

Don't wait until it's too late and you're already retired to learn these valuable lessons.
09/20/2021

Don't wait until it's too late and you're already retired to learn these valuable lessons.

Investors share the tips they wish someone would have told them.

Changing jobs can spark the question: What do I do with my 401(k)? There are four options to consider. Let’s talk about ...
09/16/2021

Changing jobs can spark the question: What do I do with my 401(k)? There are four options to consider. Let’s talk about the right one for you.

[EDJ2021]

The stock market can fluctuate, but the S&P 500 has finished positive in 30 of the last 40 years. Long term investing ca...
09/13/2021

The stock market can fluctuate, but the S&P 500 has finished positive in 30 of the last 40 years. Long term investing can help the market work in your favor.

[EDJ2021]

These 20 personal finance rules cover everything from savings to taxes.[EDJ2021]
09/09/2021

These 20 personal finance rules cover everything from savings to taxes.

[EDJ2021]

Following some simple rules (and avoiding common costly mistakes) can put you miles ahead when it comes to saving for retirement.

Have you recently changed jobs or careers? It’s time to decide what to do with your 401(k). [EDJ2020]
09/07/2021

Have you recently changed jobs or careers? It’s time to decide what to do with your 401(k). [EDJ2020]

When you change jobs, it's important not to forget about your 401(k) from your last employer.

Do you know how your company-provided retirement plan fits in your overall financial strategy? Let's talk to build a com...
07/29/2021

Do you know how your company-provided retirement plan fits in your overall financial strategy? Let's talk to build a complete picture of your financial goals.

[EDJ2021]

Do you know what items make up your estate? Let’s get together to define which of these will need to be included in your...
07/26/2021

Do you know what items make up your estate? Let’s get together to define which of these will need to be included in your estate planning.

[EDJ2021]

The market changes every day, but what you want for your future probably doesn’t.
07/14/2021

The market changes every day, but what you want for your future probably doesn’t.

Learn more about how our philosophy is just one of the ways we can help you reach your goals.

Address

223 9th Street
Sheldon, IA
51201

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 3pm

Telephone

+17123244643

Website

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