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Amanda Sue Pierce

Advisor at LPL Financial — Moberly, MO W Reed St

Updated today

Credentials

Series 66

Experience

2 years

Location

Moberly, MO 65270

LPL Financial logo

LPL Financial

Institution

Total advisors

22,816

Across 10,471 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Amanda Pierce is a financial advisor at LPL Financial with two years of industry experience. She holds the Series 66 designation and has previously worked at FosterAdopt Connect, Active Financial Solutions, Neighbor's Bank, and Wagner Portrait Group. Outside of her advisory role, she has been involved with Active Financial Solutions, an entity related to her LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Moberly, MO W Reed St

205 W Reed St

Moberly MO 65270

Advisors at this office

2

Most active in

Missouri

Work history

2 years of industry experience

LPL Financial

2023 - Present • 3 years

Moberly, MO

FosterAdopt Connect

2022 - 2023 • 1 year

Independence, MO

Active Financial Solutions/DBA for LPL Business

2019 - 2022 • 3 years

Moberly, MO

Neighbor's Bank

2018 - 2019 • 1 year

Clarence, MO

Wagner Portrait Group

2015 - 2018 • 3 years

St. Louis, MO

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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Matthew B

CFP®, Series 63

Moberly, MO

Smith, Moore & Co.

Matthew Bragg is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Smith, Moore & Co. since 2021. His prior experience includes roles at LPL Financial LLC and Investment Centers of America. He is also licensed as an insurance agent, engaging in insurance service and sales on a limited basis. Smith, Moore & Co. advises individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, investment consulting, and model-portfolio solutions. The firm employs a multi-team approach, utilizing both advisor-managed accounts and third-party manager arrangements.

Business succession planning Founder/Business Owner Executive
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Dalton H

CFP®, Series 66

Moberly, MO

&PARTNERS

Dalton Horstmeier is a CFP® and Series 66 credentialed advisor with seven years of industry experience. He has worked at Edward Jones from 2018 to 2023 and joined \u0026Partners in 2023. Outside of his advisory role, he serves as Vice President of Horstmeier Farms LLC, a family agricultural business where he oversees operations during planting and harvest seasons. \u0026Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of investment management and financial planning services utilizing both proprietary and third-party strategies, supported by comprehensive due diligence and ongoing portfolio monitoring.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Robert A

Series 63, Series 65

Moberly, MO

&PARTNERS

Robert Adrian is a financial advisor at &Partners with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Edward Jones for 28 years before joining &Partners in 2023. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm provides investment management, financial and tax planning, and advisory services using a combination of fundamental, technical, and quantitative analysis, with portfolios managed directly or through third-party managers.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Charles R

Series 63, Series 66

Moberly, MO

LPL Financial

Charles Rapp is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He previously worked at Investment Centers of America, Inc. and Cetera Investment Services LLC. Outside of his advisory work, he owns and operates 77 Fly Co., a fly fishing and tying shop in Saint Louis, MO. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Timothy S

CFP®, Series 66

Moberly, MO

Edward Jones

Timothy Seidel is a CFP® and holds a Series 66 license with Edward Jones, where he has worked since 2010. He has 15 years of experience in the financial advisory industry. Based in Moberly, MO, he provides wealth management services as part of a large national firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Ryan H

Series 66

Moberly, MO

Edward Jones

Ryan Hoffman is a financial advisor at Edward Jones in Moberly, MO, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2021, he worked at AT&T Mobility for 13 years. Outside of his advisory role, he is involved in coaching and volunteering with the Twisters Hockey league in Hallsville, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors.

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Retired Founder/Business Owner Executive
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