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Andrea H Houseworth

Advisor at Cetera — Warrensburg, MO S Holden

Updated today

Credentials

Series 66

Experience

5 years

Location

Warrensburg, MO 64093

Cetera logo

Cetera

Institution

Total advisors

10,177

Across 5,102 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Andrea Houseworth is a financial advisor at Cetera with five years of industry experience. She holds the Series 66 designation and has worked with Murdock Banner Financial Group LLC and Cetera Advisors LLC in various capacities since 2013. Outside of her advisory role, she serves on the advisory board of the University of Central Missouri's Finance Department and is a member of local military and community committees in Warrensburg, MO. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Warrensburg, MO S Holden

206 S Holden

Warrensburg MO 64093

Advisors at this office

7

Most active in

Missouri

Work history

5 years of industry experience

Cetera

2024 - Present • 2 years

Schaumburg, IL

Murdock Banner Financial Group LLC

2022 - Present • 4 years

Warrensburg, MO

Cetera Advisors LLC

2019 - Present • 7 years

Denver, CO

Murdock Banner Financial Group LLC

2013 - 2022 • 9 years

Warrensburg, 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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Steven F

Series 63, Series 65, Series 66

Warrensburg, MO

Fortitude Advisory Group L.L.C.

Steven Farr is a financial advisor with Fortitude Advisory Group L.L.C. in Warrensburg, Missouri, holding Series 63, 65, and 66 licenses and 19 years of industry experience. His prior experience includes roles at Edward Jones, Securities America Advisors, and Walnut Street Securities. Outside of advising, he is the owner of an advertising business, The Passport Inc., and RaiseWay in Boonville, Missouri. Fortitude Advisory Group L.L.C. serves individuals, retirement trusts, pension and profit-sharing plans, charitable organizations, and some businesses, offering portfolio management and financial planning through a team of advisors. The firm employs a range of strategies including discretionary and non-discretionary account management, third-party money manager selection, and overlay services, and operates with multiple affiliated entities across several offices.

Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner
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Adelaide Bianca D

Series 65

Warrensburg, MO

Snider Financial Group

Adelaide Bianca David is a financial advisor with Snider Financial Group, holding a Series 65 credential and one year of industry experience. Her prior roles include positions at LPL Financial LLC and WestPac Wealth Partners, as well as experience with SeaWorld Parks & Entertainment and San Diego State University. Snider Financial Group provides personalized financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $550 million in regulatory assets across about 514 clients, offering comprehensive services that include retirement and tax planning, insurance review, and portfolio management through custodial platforms and third-party managers.

General retirement planning College savings (529s, UTMA, etc.)
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Kayla H

Series 63, Series 65

Warransburg, MO

First Command Advisory Services

Kayla Hemmesch is a financial advisor at First Command Advisory Services with Series 63 and Series 65 licenses and one year of industry experience. She served in the United States Air Force from 2016 to 2026 before joining First Command. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs using model portfolios selected by a centralized Investment Management Team.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Christopher B

Series 63, Series 65

Warrensburg, MO

First Command Advisory Services

Christopher Brockway is a financial advisor with First Command Advisory Services, holding Series 63 and 65 licenses and two years of industry experience. He has been affiliated with multiple divisions of First Command since 2023 and concurrently serves full time in the Missouri Air National Guard. Outside of his advisory work, Brockway owns and operates a regional racing team, Chris Brockway Racing, which competes in events around Missouri and Kansas. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Anthony C

Series 63, Series 65

Warrensburg, MO

First Command Advisory Services

Anthony Carter is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience with several entities within First Command as well as roles in agricultural operations at Tyler Farms and BK Farms. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers using model portfolios and third-party managers selected from prescreened lists.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Mackenzie V

CFP®, Series 66

Warrensburg, MO

Edward Jones

Mackenzie Valentine is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, Mackenzie worked at LeCluyse Trenching Inc. from 2014 to 2017. Outside of advising, Mackenzie is an owner and operator of a single-family rental property in Warrensburg, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs. The firm is notable for its extensive advisor and branch network, fiduciary standard of care, and affiliated investment and lending capabilities.

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