Adam Tilley

Advisor at Edward Jones

Updated today

Location

Sedalia, MO 65301-7232

Credentials

CFP®, Series 66

Industry experience

10 years

About

Adam Tilley is a CFP® and Series 66-licensed financial advisor with Edward Jones in Sedalia, Missouri, where he has worked since 2015. He has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies under a fiduciary standard. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Charitable giving & philanthropy Business ownership considerations Retirement income strategy General retirement planning Wealth management

Occupation focus

Founder/Business Owner

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

718 W 16 Th St

Sedalia, MO 65301-7232

Most active in

Missouri · Texas

Work history

Edward Jones

2015 - Present (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Kevin S

CFP®, Series 63, Series 65

Sedalia, MO

Schnell Financial Group, LLC

Kevin Schnell is a CFP® with 20 years of industry experience and is the principal of Schnell Financial Group, LLC in Sedalia, MO. He has been self-employed since 2005 and also manages a licensed law practice. Schnell Financial Group serves individuals, families, and business owners with legacy and wealth management services, integrating investment management with tax and legal planning. The firm combines discretionary portfolio management with in-house estate planning and advanced tax services, a distinctive approach among similarly sized supported advisory firms.

General tax planning Business exit / sale strategy Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Attorney Self-Employed
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Corey S

CFP®, Series 66

Sedalia, MO

Stackhouse Enterprises

Corey Stackhouse is a CFP® with 11 years of industry experience, currently serving as the sole advisor at Stackhouse Enterprises in Sedalia, MO. He previously worked at Edward Jones from 2014 to 2018 and has been with Huntleigh Advisors Inc. and Huntleigh Securities Corporation since 2018. Outside of advisory services, Corey owns and operates Stackhouse Tax Service, LLC, providing tax preparation and related services, and offers insurance products through Stackhouse Insurance LLC. Stackhouse Capital LLC provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, and small business owners. The firm typically implements diversified, passive buy-and-hold portfolios guided by client-specific Investment Policy Statements and offers comprehensive planning services including tax, retirement, and estate planning.

General retirement planning General tax planning Cash flow / budgeting Founder/Business Owner
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Kloe' S

Series 65

Sedalia, MO

Schnell Financial Group, LLC

Kloe' Schnell is a financial advisor at Schnell Financial Group, LLC in Sedalia, MO, holding a Series 65 designation with less than one year of industry experience. Prior to joining the firm, Kloe' has held various roles including positions at The Lash Lounge and Mid-Continent Public Library. Schnell Financial Group serves individuals, families, and business owners with legacy and wealth management services that integrate investment management, retirement plan administration, income tax planning, and estate planning. The firm combines investment decision-making with tax and legal considerations, offering coordinated services that include a licensed law practice and CPA practice within the firm.

General tax planning Business exit / sale strategy Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Attorney Self-Employed
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Keaton S

Series 65

Sedalia, MO

Schnell Financial Group, LLC

Keaton Schnell is a Series 65-licensed financial advisor with Schnell Financial Group, LLC in Sedalia, MO, where he has worked for 10 years. He also serves as a police officer with the City of Sedalia. Schnell has four years of industry experience. Schnell Financial Group provides legacy and wealth management services to individuals, families, and business owners, combining investment management with tax and legal planning. The firm manages approximately $61.7 million in assets and offers integrated services including discretionary portfolio management and retirement plan administration.

General tax planning Business exit / sale strategy Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Attorney Self-Employed
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Laramey J

Series 63, Series 66

Sedalia, MO

Integrity Alliance, LLC

Laramey Johnson is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Integrity Alliance, Johnson worked at Thrivent Financial and Union Pacific Railroad. Outside of advising, Johnson is the creator, writer, and host of the Christian Money Mindset podcast, which discusses financial decision-making from a biblical perspective, and serves as vice president of Redeemed Threads Consignment & Boutique, a retail and consignment business. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of independent advisers. The firm offers comprehensive asset management, financial planning, and retirement consulting services, utilizing various portfolio management approaches and a range of investment products.

Annuities ESG / Sustainable investing
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Caleb S

Series 66

Sedalia, MO

Integrity Alliance, LLC

Caleb Sumner is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and beginning his advisory career in 2024. He has over 17 years of experience in insurance through his ownership of Sumner Insurance Services and Sumner Insurance Solutions. Sumner serves as President Elect on the board of the National Association of Benefits & Insurance Professionals and is a board member of Applewood Christian School. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of independent advisers. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing a range of portfolio construction approaches and custodial platforms.

Annuities ESG / Sustainable investing
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