user avatar

Amy D Deken

Advisor at LPL Financial — Poplar Bluff, MO Shelby Rd

Updated today

Credentials

Series 66

Experience

6 years

Location

Poplar Bluff, MO 63901

LPL Financial logo

LPL Financial

Institution

Total advisors

22,842

Across 10,470 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Amy Deken is a Series 66-licensed financial advisor with LPL Financial, where she has worked for 20 years. She is based in Poplar Bluff, Missouri, and has six years of industry experience. Outside of her advisory role, she performs notary services and provides tax preparation and accounting assistance on a limited basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

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

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

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

Poplar Bluff, MO Shelby Rd

2102 Shelby Rd Ste 1

Poplar Bluff MO 63901

Advisors at this office

4

Most active in

Missouri · Texas

Work history

6 years of industry experience

LPL Financial

2020 - Present • 6 years

Poplar Bluff, MO

LPL Financial

2006 - 2020 • 14 years

Poplar Bluff, MO

Disclosures

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

Business activities & affiliations

user avatar

Tristin J

Series 66

Poplar Bluff, MO

Working Class Wealth Solutions LLC

Tristin Johnson is a financial advisor at Working Class Wealth Solutions LLC in Poplar Bluff, MO, holding a Series 66 designation with two years of industry experience. Prior roles include positions at LPL Enterprise, The Prudential Insurance Company of America, and Peoples Community Bank. Working Class Wealth Solutions LLC is an independent registered investment adviser offering financial planning and discretionary investment management to individuals, families, working professionals, wage earners, and small business owners. The firm focuses on long-term, diversified, tax-aware portfolio construction and delivers financial planning through fixed-fee programs without minimum account size requirements.

Cash flow / budgeting Home buying College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner Young Professionals
user avatar

Jordan W

CFP®, Series 63, Series 65

Poplar Bluff, MO

Coffman Wealth Advisors, LLC

Jordan Worley is a CFP® certificant with three years of industry experience, currently serving as an advisor at Coffman Wealth Advisors, LLC since 2025. He has prior experience at Northwestern Mutual in various capacities from 2016 to 2019 and also holds a senior accounting role at Coffman and Company, P.C. Worley serves as a trustee on the Board of Trustees and on committees for the Missouri Baptist Foundation and its subsidiary, Straightway Holdings, Inc. Coffman Wealth Advisors, LLC is a fee-only registered investment adviser serving individuals, pension and profit-sharing plans, and businesses. The firm applies Modern Portfolio Theory through a combination of passive and active investment vehicles and provides both discretionary portfolio management and financial planning services.

Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner
user avatar

Betsy M

CFP®

Poplar Bluff, MO

Coffman Wealth Advisors, LLC

Betsy Mays is a CFP® professional at Coffman Wealth Advisors, LLC with one year of experience in investment management. She is also a shareholder at Coffman and Company, P.C., an accounting firm providing accounting, tax compliance, bookkeeping, and payroll tax compliance services. Coffman Wealth Advisors primarily serves institutional clients and plan sponsors, offering investment management and retirement plan services. The firm employs a fee-only approach and combines passive and active asset allocation strategies guided by modern portfolio theory.

Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner
user avatar

Calvin R

Series 63, Series 65

Poplar Bluff, MO

Coppell Advisory Solutions LLC

Calvin Rutledge is a financial advisor with Coppell Advisory Solutions LLC who holds Series 63 and Series 65 licenses and has 16 years of industry experience. He has worked at Fusion Capital Management since 2019 and previously at Royal Fund Management, LLC from 2015 to 2019. Rutledge also operates as an independent insurance agent specializing in fixed insurance sales. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm uses a combination of internally developed and independent asset allocation models alongside fundamental and technical analysis to implement tailored investment strategies.

Retirement income strategy General estate planning guidance Cash flow / budgeting Concentrated stock management Private / alternative investments Executive Founder/Business Owner
user avatar

Robert W

CFP®, Series 63

Poplar Bluff, MO

LPL Financial

Robert Whelan is a CFP® professional with 38 years of industry experience, currently serving as a financial advisor with LPL Financial since 2021. He previously held roles at Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services, spanning over three decades. In addition to his advisory work, he operates Robert J Whelan CPA PC, providing tax preparation and accounting services, and is involved in a sports training business on a limited basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

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

Kade R

Series 66

Poplar Bluff, MO

LPL Financial

Kade Richardson is a financial advisor with LPL Financial holding a Series 66 designation. Based in Poplar Bluff, MO, he has experience at Southern Bank, Arkansas State University, and First National Bank prior to joining LPL Financial and Kissinger & Kirkman Investment Centre in 2026. 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, and institutional platforms, with advice implemented through various strategies and supported by advanced operational and research tools.

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

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)