Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
12 years
Location
Sedalia, MO 65301
Primerica Advisors
Institution
Alina Shcherbina is a financial advisor with Primerica Advisors in Sedalia, MO, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has been with Primerica Advisors since 2013 and previously worked at IHHS. Outside of her advisory role, she is involved with Shcherbina & Associates, LLC, a non-investment-related business. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and offers a tiered wrap-fee structure rather than fixed fees.
Based on Primerica Advisors
$0 - $250,000: 1.74% (1.25% Advisory Fee + 0.49% Program Fee) $250,000.01 - $500,000: 1.71% (1.25% Advisory Fee + 0.46% Program Fee) $500,000.01 - $1,000,000: 1.52% (1.10% Advisory Fee + 0.42% Program Fee) $1,000,000.01 - $3,000,000: 1.38% (1.00% Advisory Fee + 0.38% Program Fee) $3,000,000.01 - $5,000,000: 1.15% (0.85% Advisory Fee + 0.30% Program Fee) $5,000,000.01 - $10,000,000: 1.00% (0.80% Advisory Fee + 0.20% Program Fee) $10,000,000.01+: 0.85% (0.75% Advisory Fee + 0.10% Program Fee)
Account minimum: $25,000
Sedalia, MO W 10th Street
3330 W 10th Street
Sedalia MO 65301
Advisors at this office
2
Missouri
12 years of industry experience
Primerica Advisors
2013 - Present • 13 years
Sedalia, MO
IHHS
2012 - 2018 • 6 years
Sacramento, CA
Primerica Financial services
2010 - Present • 16 years
Sedalia, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
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.
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.
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.
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.
Series 66
Sedalia, MO
Integrity Alliance, LLC
Caleb Sumner is a financial advisor at Integrity Alliance, LLC with one year of industry experience. He holds the Series 66 designation and has worked in insurance sales since 2009 through his ownership of Sumner Insurance Services and Sumner Insurance Solutions. He serves as President Elect on the board of the National Association of Benefits & Insurance Professionals and is a board member of Applewood Christian School in Sedalia, MO. Integrity Alliance is a large advisory enterprise serving individual and institutional clients with a range of investment advisory and brokerage services. The firm supports advisors with portfolio management, financial planning, and access to third-party managers through platforms such as Envestnet and AssetMark.
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