Sandra K. Atkinson

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/1996 → Present
  Edward D. Jones & Co., L.P.
  North Manchester, IN

Other Businesses

Rental property North Manchester, IN Start date: 7/31/2006 office building owner hours per week: 1 Hours during trading: 0 Renting office building - Maintain Property. * Scott and Sandra Atkinson, Farm Farming Huntington, IN Start date: 8/25/2014 owners Hours per week: 2 Hours during trading: 0 Family farm animals * ME II LLC Type of business: Rental Property North Manchester, IN Start date: 1/1/2018 Manager Hours per week: 1 Hours during trading: 0 My LLC owns a building that it rents. * WBCL Radio Station Fort Wayne, IN Start date: 10/3/2016 Advisory Board Hours per week: 0 Hours during trading: 0 This role is an advisory board to guide this non for profit radio station in planning to meet their long term objective of sharing Christ. * Big Lake Island Retreat, LLC Type of business: Rental Albion, IN Start date: 1/31/2023 Member Hours per week: 1 Hours during trading: 0 Manager of a lake rental property. Lake house will be rented * Fulton Family Irrevocable Trust Type of business: farm Huntington, IN Start date: 12/29/2020 trustee Hours per week: 1 Hours during trading: 0 Co trustee * Huntington Co Extention Homemakers Touch of Class club Huntington, IN Start date: 7/1/2018 Past President for 2019/2020 Hours per week: 0 Hours during trading: 0 Past President of my HomeEc club. Do bi monthly meetings on home and families issues and education.

Exams

• S66 Uniform Combined State Law Examination
  2007-02-02
• S63 Uniform Securities Agent State Law Examination
  1997-02-05

Designations

• Certified Financial Planner

Other Names

• Sandra Kay Atkinson