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Colton M Mc Call

Advisor at Bankers Life Advisory Services, Inc. — Lake Ozark, MO

Updated today

Credentials

Series 63, Series 66

Experience

5 years

Location

Lake Ozark, MO 65049

Bankers Life Advisory Services, Inc. logo

Bankers Life Advisory Services, Inc.

Enterprise

Total advisors

536

Across 197 offices

Clients per advisor

27 Very Low

Avg AUM per client

$172,460 Very Low

HNW client ratio

0% Very Low

About

Colton Mc Call is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 66 credentials and has five years of industry experience. He has been associated with Bankers Life and its affiliated entities since 2015. In addition to his advisory role, he is an insurance agent selling life insurance, long-term care, annuities, and Medicare-related products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and portfolios aligned with clients’ goals and risk tolerances.

Client services

Based on Bankers Life Advisory Services, Inc.

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

Expertise

Based on Bankers Life Advisory Services, Inc.

Wealth management

Occupation focus

Based on Bankers Life Advisory Services, Inc.

Retired

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Fee options

Percentage

0.50% to 2.5% annually (negotiable) for Portfolio Management Services

Commissions

Certain Investment Advisors are registered representatives and earn commissions from brokerage and insurance product sales separately.

Project-based

Hourly fees charged for Investment Consulting Services; specific rates set forth in consulting contracts.

Other

Fee-only: Investment Consulting Services charged on an hourly rate basis, fees negotiable and may be reduced or waived.

Location

See office

Lake Ozark, MO

754 Bagnell Dam Blvd Ste D

Lake Ozark MO 65049

Advisors at this office

3

Most active in

Missouri

Work history

5 years of industry experience

Bankers Life Securities, Inc

2021 - Present • 5 years

Lake Ozark, MO

Bankers Life Advisory Services, Inc

2020 - Present • 6 years

Lake Ozark, MO

Bankers Life & Casualty, Inc

2015 - Present • 11 years

Lake Ozark, 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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Brett R

Series 66

Lake Ozark, MO

Quantum Financial Partners LLC

Brett Renner is a Series 66 licensed advisor at Quantum Financial Partners LLC with 14 years of industry experience. He has been with Quantum Financial Partners since 2016. Outside of his advisory role, Renner is involved in several non-investment businesses, including ownership and operational roles in a cannabis production company and a restaurant business in the Lake Ozark area. Quantum Financial Partners provides investment advisory and portfolio management services to individuals, family trusts, corporations, foundations, and small businesses. The firm employs a combination of fundamental, technical, and quantitative analysis and manages both individual accounts and a private pooled investment vehicle with performance-based fees.

Active portfolio management Founder/Business Owner
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Keith H

PFS™, Series 65, Series 66

Sunrise Beach, MO

Dale K. Ehrhart, Inc.

Keith Heil is a financial advisor at Dale K. Ehrhart, Inc. with 25 years of industry experience. He holds the PFS™ designation as well as Series 65 and Series 66 licenses. Heil is also the owner and investment advisor at Arise Wealth Management, LLC and owns Heil CPA Services, LLC. Dale K. Ehrhart, Inc. provides investment management services to individuals, corporations, charitable organizations, and other registered investment advisers. The firm offers portfolio management and model strategies through its Family Office, TAMP, and Private Client divisions, employing a combination of fundamental analysis, diversified mutual fund and ETF approaches, and more active trading techniques.

Options & derivatives strategies Concentrated stock management
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Tedi H

CFP®, Series 63

Lake Ozark, MO

Destiny Capital Corporation

Tedi Hughes is a CFP® professional with seven years of industry experience. He is affiliated with Destiny Capital Corporation and has worked with multiple firms including LPL Financial and Raymond James Financial Services. Hughes is also involved with Aspen Wealth Strategies and The IRA Specialist. Destiny Capital serves individuals, high-net-worth clients, trusts, estates, and entrepreneurs with discretionary portfolio management, financial planning, consulting, and tax services through an affiliated entity. The firm uses a blend of strategic asset allocation based on Modern Portfolio Theory along with tactical adjustments and incorporates ESG analysis in its investment process.

Business exit / sale strategy Charitable giving & philanthropy Tax strategies for small businesses Private / alternative investments Founder/Business Owner Executive
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Reece W

Series 65

Osage Beach, MO

Ausdal Financial Partners, Inc.

Reece Waters is a financial advisor at Ausdal Financial Partners, Inc. and holds the Series 65 designation. He has no prior industry experience but has been involved in several entrepreneurial ventures, including ownership in Waters Real Estate Holdings LLC, Waters Development LLC, Waters Estates, LLC, and Blade Runners Mowing Co. Additionally, he has worked in education and hospitality, with roles ranging from teaching in local schools to managing Dog Days Bar and Grill. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a wide range of advisory and financial services tailored to client objectives and supports a multi-custodian platform with both discretionary and non-discretionary account management.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Nathan M

Series 66

Osage Beach, MO

Cornerstone Wealth Management, LLC

Nathan Morse is a financial advisor with Cornerstone Wealth Management, LLC, holding a Series 66 designation and 17 years of industry experience. He has been with Cornerstone Wealth Management and LPL Financial since 2015. Outside of his advisory role, he serves as president of a family business that manages cattle, beehives, and a coin-operated car wash. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand model with advisor-led discretionary management and LPL-sponsored programs, emphasizing tailored investment advice and continuous account supervision.

Charitable giving & philanthropy Founder/Business Owner Retired
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Adam M

Series 66

Osage Beach, MO

Ausdal Financial Partners, Inc.

Adam Maher is a financial advisor at Ausdal Financial Partners, Inc. with nine years of industry experience. He previously worked at Moloney Securities Asset Management LLC and Moloney Securities Co., Inc. for eight years, and Smith, Moore & Co. for one year. Outside of his advisory role, Maher serves as treasurer and board member for several local nonprofit organizations focused on youth and community services. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a team of about 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of investment options and custodial platforms.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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