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Becky Fitzgerald

Advisor at Cetera

Updated today

Location

Brookfield, MO 64628

Credentials

Series 63, Series 65

Industry experience

26 years

About

Becky Fitzgerald is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at Cetera since 2009 and currently serves at Verimore Bank. Outside of finance, she is involved in local community service, including roles as co-treasurer for the Linn County SB 40 Board, board member and trustee for the Linn County Health Department, and elected clerk for the North Salem Township Board. Additionally, she operates a custom fencing and tree cutting business. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing advisor-managed accounts, model portfolios, and third-party solutions.

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) Charitable giving & philanthropy

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

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Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case

Location

300 W Lockling Street

Brookfield, MO 64628

Most active in

Missouri · Texas

Work history

Verimore Bank

2022 - Present (4 years)

Cetera

2014 - Present (12 years)

Cetera Investment Services LLC

2009 - Present (17 years)

First Missouri National Bank

2009 - 2022 (13 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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Sabrina B

CFP®, Series 66

Brookfield, MO

Edward Jones

Sabrina Brown is a CFP® and Series 66-registered financial advisor with Edward Jones, where she has worked since 2019. She has four years of industry experience and previously held roles at Monsanto Company, Wayne Foster Farms, Inc., and Precision Agricultural Services, Inc. Outside of her advisory work, she is Vice President of a family farm in Triplett, MO. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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

Caleb H

CFP®, Series 66

Brookfield, MO

Edward Jones

Caleb Henke is a CFP® professional with three years of industry experience currently serving as a financial advisor at Edward Jones. He previously worked at FCS Financial for six years and has held roles in construction and farming. Henke is also a board member of the Linn County Farm Bureau, which engages in scholarship awards and legislative activities in Brookfield, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets through a network of over 23,700 advisors and offers a range of advisory strategies under a fiduciary standard.

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