Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
6 years
Location
Jasper, GA
Mutual of Omaha Investor Services, Inc.
Multi-team
Cheryl Farmer is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 65 credential and six years of industry experience. She has been with Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company since 2019 and also works with U.S. Health Advisors. Outside of advisory work, she is active as a licensed insurance agent specializing in life, health, long-term care, and disability insurance. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and managed accounts primarily through a network of Investment Advisor Representatives who utilize approved model portfolios and discretionary strategies.
Based on Mutual of Omaha Investor Services, Inc.
Based on Mutual of Omaha Investor Services, Inc.
Financial Planning Fixed Fees: Minimum generally $500 up to $25,000; Financial Consulting Fixed Fees: $100 minimum, generally not exceeding $5,000; Financial Plan Reviews: $250 to $5,000
Advisor may receive commissions on insurance and securities products sold separately as registered representatives or insurance agents; commissions vary by product
Financial Planning and Consulting: $100 to $500 per hour
Ongoing Financial Planning Support fees: $25 to $300 per month or $75 to $900 per quarter (individuals); $25 to $2,000 per month or $75 to $6,000 per quarter (businesses); Retirement Plan Consulting Services fees: $25 to $2,000 per month or $75 to $6,000 per quarter
Fee-only: Financial Planning: $100 to $500 per hour; Financial Consulting: $100 to $500 per hour; Ongoing Financial Planning Support: $25 to $300 per month or $75 to $900 per quarter (individuals), $25 to $2,000 per month or $75 to $6,000 per quarter (businesses); Retirement Plan Consulting Services: $25 to $2,000 per month or $75 to $6,000 per quarter; Financial Plan Reviews: $250 to $5,000; Financial Consulting Fixed Fees: $100 to $5,000
Jasper, GA
Jasper GA
Advisors at this office
1
Georgia
6 years of industry experience
Mutual of Omaha Investor Services
2019 - Present • 7 years
Atlanta, GA
Mutual Of Omaha Insurance Company
2019 - Present • 7 years
Atlanta, GA
U. S. Health Advisors
2018 - Present • 8 years
Norcross, GA
Unemployed
2017 - 2018 • 1 year
Canton, GA
Smart Solutions
2013 - 2017 • 4 years
Salt Lake City, UT
Pika Technologies
2012 - 2017 • 5 years
Ottawa
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, CFA®, Series 65
Big Canoe, GA
Compass Advisors LLC
Robert Moody is a CFP®, CFA®, and Series 65-credentialed financial advisor with 13 years of industry experience. He is the sole advisor at Compass Advisors LLC, an independent firm he has been with since 1998, and has also been associated with Financial Preparedness LLC since 2023. Compass Advisors LLC is a fee-only financial planning firm that serves individual clients with a focus on risk management, income tax planning, retirement, investments, and estate planning. The firm emphasizes managing investment portfolios using individual stocks and exchange-traded funds, tailoring advice to clients’ financial goals, risk tolerance, and tax considerations.
Series 63, Series 65
Jasper, GA
Kiker Wealth Management, LLC
Paul Kiker Jr. is a financial advisor at Kiker Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kiker Wealth Management since 2010. Outside of advisory work, he is involved in fixed insurance sales and is the owner of Kiker Ventures, an S corporation for tax purposes. Kiker Wealth Management provides financial planning and discretionary portfolio management for individuals, trusts, estates, and charitable organizations, as well as retirement plan consulting and ERISA fiduciary services. The firm employs a technical analysis-driven stock selection process, managing accounts with a range of strategies including long- and short-term purchases, short sales, and options trading.
Series 65
Jasper, GA
Kiker Wealth Management, LLC
Robert Snelgrove is a financial advisor at Kiker Wealth Management, LLC with one year of industry experience. He holds the Series 65 designation and previously worked at Northwestern Mutual. Outside of advisory work, he has experience in education and management roles spanning several years. Kiker Wealth Management provides financial planning and discretionary portfolio management for individuals, trusts, estates, and charitable organizations. The firm emphasizes technical analysis in its stock selection and employs strategies including long- and short-term purchases, short sales, and options trading, managing accounts on a discretionary basis with ongoing monitoring and rebalancing.
CFP®, Series 65
Jasper, GA
Kiker Wealth Management, LLC
Michael Smith is a CFP® and holds a Series 65 license, with 10 years of experience in the financial advisory industry. He has been with Kiker Wealth Management, LLC since 2016. In addition to his advisory role, he is involved in fixed insurance sales, including term and whole life policies, although this activity represents less than 1% of his time during securities trading hours. Kiker Wealth Management provides financial planning and discretionary portfolio management to individuals, trusts, estates, and charitable organizations, using a strategy that emphasizes technical analysis and includes long- and short-term purchases, short sales, and options trading.
Series 66
Jasper, GA
Kiker Wealth Management, LLC
John Alexander is a Series 66-licensed financial advisor with 22 years of industry experience. He has been with Kiker Wealth Management, LLC since 2017 and previously worked at Raymond James & Associates from 2013 to 2017. He is also the president of Alexander Wealth Management, LLC, a pass-through entity for tax purposes. Kiker Wealth Management, LLC provides financial planning and discretionary portfolio management to individuals, trusts, estates, and charitable organizations. The firm employs a stock selection process emphasizing technical analysis and utilizes strategies including long- and short-term purchases, short sales, and options trading, managing accounts on a discretionary basis.
CFP®
Jasper, GA
Wurz Financial Services, LLC
Stacia Bearden is a CFP® professional with one year of industry experience, currently serving at Wurz Financial Services, LLC. Her prior roles include two years at Compass Wealth Management and work in pet service businesses. Wurz Financial Services provides discretionary portfolio management, financial planning, and business consulting to individuals, high-net-worth clients, and business entities, with specialized business planning services for law firm owners. The firm employs a combination of fundamental, quantitative, technical, and modern portfolio theory approaches, offering both long- and short-term strategies and subscription-based financial planning.
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