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Bradley Mc Intyre

Advisor at STIFEL

Updated today

Location

Rolla, MO 65401

Credentials

Series 63, Series 65

Industry experience

21 years

About

Bradley Mc Intyre is a financial advisor at Stifel with 21 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Edward Jones for 18 years before joining Stifel in 2022. Outside of his advisory work, he serves on several community boards in Joplin, Missouri, including the Joplin Parks and Recreation Advisory Board, Connect2Culture, and the Children's Center Board, and is president of the Bramar Recreation Association. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology from its Investment Strategy Group.

Client services

Based on STIFEL

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

Expertise

Based on STIFEL

General retirement planning Income planning

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Fee options

Commissions

Commissions applicable when implementing securities transactions via brokerage accounts; separate and not included in financial planning fees

Other

Minimum fee: Up to $5,000 for fee-based financial planning services, negotiable depending on complexity and scope Fee-only: Fee-based financial planning services charged as a fixed fee up to $5,000

Location

1034 South Bishop Avenue

Rolla, MO 65401

Most active in

Missouri · Texas

Work history

STIFEL

2022 - Present (4 years)

Edward Jones

2004 - 2022 (18 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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Mark R

Series 63, Series 65

Rolla, MO

wealth Enhancement Advisory Services, LLC

Mark Riefer is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at Wise Wealth, LLC, Bright Portfolios, LLC, Clear Message Management, LLC, Level Paths LLC, and Clear Money Path. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and retirement plan consulting with an investment approach that combines passive and active management guided by quantitative and fundamental research.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)

Lindsey S

ChFC®, Series 66

Rolla, MO

Edward Jones

Lindsey Shockley is a financial advisor with Edward Jones in Rolla, Missouri, holding ChFC® and Series 66 designations and bringing 15 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory role, she is involved in construction administrative work and is a member of an LLC managing housing rentals. 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 various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Charitable giving & philanthropy General retirement planning Wealth management Retired Founder/Business Owner Executive

Gary K

Series 63, Series 66

Rolla, MO

Edward Jones

Gary Klossner is a financial advisor at Edward Jones with 26 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with Edward Jones since 1999. Outside of his advisory role, he is co-owner and driver of a race car team, which he manages primarily as a hobby. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 financial advisors.

General retirement planning Retired Founder/Business Owner Executive
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Jacob H

Series 66

Saint James, MO

Edward Jones

Jacob Harlan is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2022. Prior to joining Edward Jones, he held positions at C M Archer, Cetera, Cetera Investment Services LLC, Maries County Bank, and Missouri University of Science and Technology. Outside of his advisory role, he serves as a board member at Power of Hope Equestrian Center in Steelville, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a network of over 23,700 financial advisors and offers a range of advisory programs and affiliated investment products under a fiduciary standard.

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

Matthew W

Series 63, Series 65, Series 66

Rolla, MO

Edward Jones

Matthew Williams is a financial advisor with Edward Jones in Rolla, Missouri, holding Series 63, Series 65, and Series 66 licenses and bringing 29 years of industry experience. He has worked at Edward Jones since 2015 and concurrently at U.S. Bancorp Investments, Inc. since 2001. Outside his advisory role, Williams serves as president of the Rolla Community Development Corporation, a non-profit overseeing the development of a city industrial park, and he is involved in managing family farming operations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options. The firm is notable for its extensive network of financial advisors and branch offices, and it operates under a fiduciary standard while offering discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and additional services such as tax-efficient investing and securities-based lending.

Charitable giving & philanthropy Retirement income strategy Business ownership considerations Wealth management Business succession planning Founder/Business Owner
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Teresa C

Series 63, Series 66

Rolla, MO

Edward Jones

Teresa Crowell is a financial advisor at Edward Jones in Rolla, MO, holding Series 63 and Series 66 credentials with 19 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory 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
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