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Michel Swartzendruber

Edward Jones

Iowa Falls, IA

CRD 7273635

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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:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-13
IA RA APPROVED 2020-09-28
  • TX RA
    APPROVED
    Since 2026-01-13
  • IA RA
    APPROVED
    Since 2020-09-28

Branch Locations

310 N Oak Street Suite A, Iowa Falls, IA 50126 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 07/2020 Present
Iowa Falls Community School District Iowa Falls IA 08/2003 07/2020
  • 07/2020 → Present
    Edward Jones
    St Louis, MO
  • 08/2003 → 07/2020
    Iowa Falls Community School District
    Iowa Falls, IA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-25
  • S66 Uniform Combined State Law Examination
    2020-09-25
Designations
  • Certified Financial Planner
Other Names
  • Mike Swartzendruber
  • Michel Neal Swartzendruber

View on SEC IAPD

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GREEN BELT BANK & TRUST · IOWA FALLS, IA
GREEN BELT BANK & TRUST · IOWA FALLS, IA

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