LPL Financial
33yrs
Top 11% by experience in Minnesota
5yrs
Alan Lepp
Financial advisor at Edward Jones
Alan Lepp is a fiduciary financial advisor in Perham, Minnesota, with 5 years in the industry. Alan joined Edward Jones in 2021, a firm offering financial planning, investment management, and retirement plan consulting. Edward Jones reports being paid through a percentage of assets and flat fees.
One of 4 advisors with offices in Perham, and one of 3 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office256 3rd St SE, Perham, MN 56573
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?2 states
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowEdward JonesCurrent firm
Questions to ask Alan
Tailored to Alan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Alan
How do I contact Alan?
Call Edward Jones at 314-515-2000 and ask for Alan Lepp. Alan works from the Perham, MN office.
How long has Alan been a financial advisor?
Alan has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Alan hold?
Series 66. Tap any license on this page to see what it allows.
Is Alan a fiduciary?
Alan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Alan paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Alan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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