Anna Helen Filcik

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

• 06/2025 → Present
  Edward Jones
  St. Louis, MO
• 06/2017 → 06/2025
  Custer Insurance Agency
  Zeeland, MI
• 08/2013 → 06/2017
  Calvary Schools Of Holland
  Holland, MI

Other Businesses

Rental Type of business: Room rental in primary home Holland, MI Start date: 5/1/2021 Landlord Hours per week: 1 Hours during trading: 0 I rent out a room in my home.

Exams

• S66 Uniform Combined State Law Examination
  2025-08-21

Other Names

• Anna H Filcik