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 63, Series 65
Experience Industry experience
34 years
Location
Mountain Grove, MO
Charles Schwab
Institution
Craig Taucher is a financial advisor with Charles Schwab in Mountain Grove, MO, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Charles Schwab since 2011. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a range of multi-asset model portfolios supported by research from the Schwab Center for Financial Research.
Based on Charles Schwab
Based on Charles Schwab
$0 - $1,000,000: 0.80% annually More than $1,000,000 - $2,000,000: 0.75% annually More than $2,000,000 - $5,000,000: 0.70% annually More than $5,000,000 - $10,000,000: 0.50% annually More than $10,000,000 - $25,000,000: 0.30% annually More than $25,000,000+: 0.30% annually or less, as negotiated
Account minimum: $500,000 Minimum fee: Quarterly minimum fee equal to the lesser of $1,000 or the quarterly fee from applying a 1.60% annual percentage rate to total billable assets. Fee-only: Yes - The Schwab Wealth Advisory program charges a wrap fee including advisory, brokerage, custody, and administrative fees; no separate commissions are charged on trades within the program.
Mountain Grove, MO
Mountain Grove MO
Advisors at this office
1
Colorado · Texas
34 years of industry experience
Charles Schwab & Co., Inc.
2011 - Present • 15 years
Mountain Grove, MO
Brewer Investment Advisors LLC
2010 - 2010 • 1 year
LPL Financial
2007 - 2008 • 1 year
Charlotte, NC
Ameriprise
1996 - 2006 • 10 years
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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
Series 66
Mountain Grove, MO
Edward Jones
Ryan Clement is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he spent 11 years with the Missouri State Highway Patrol. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated services under a fiduciary standard.
Series 63, Series 66
Hartville, MO
Mass Mutual Investors Services
Kevin Stokes is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 designations and over 23 years of industry experience. His prior roles include positions at Eagle Strategies LLC, Stokes Financial Strategies, LLC, and New York Life-related entities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved software tools for detailed goal analysis and written recommendations.
Series 63, Series 66
Mountain Grove, MO
Edward Jones
William Clifton is a financial advisor at Edward Jones with 38 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Edward D. Jones & Co., L.P. since 1988. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.
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