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Dairel Lavern Denton Jr.

Advisor at Cambridge Investment Research Advisors — Poplar Bluff, MO

Updated today

Credentials

CFP®, Series 63

Experience

39 years

Location

Poplar Bluff, MO 63901

Cambridge Investment Research Advisors logo

Cambridge Investment Research Advisors

Institution

Total advisors

3,909

Across 2,196 offices

Clients per advisor

91 Typical

Avg AUM per client

$378,281 Low

HNW client ratio

13% Typical

About

Dairel Denton Jr. is a CFP®-certified financial advisor with 39 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His career includes over three decades at Avantax Insurance Agency and Avantax Advisory Services, alongside running his own CPA firm, Dairel L. Denton Jr & Associates CPA, P.C. Outside of advising, he works as an independent insurance agent and leads his CPA firm. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm combines proprietary and third-party strategies with multiple platform options to tailor investment approaches to client goals.

Client services

Based on Cambridge Investment Research Advisors

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

Expertise

Based on Cambridge Investment Research Advisors

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities

Occupation focus

Based on Cambridge Investment Research Advisors

Self-Employed

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Fee options

Fixed

For financial planning and consulting, flat fees generally do not exceed $25,000 but may be higher based on complexity; For WealthPort setup fee generally less than 1% of assets or $1,000

Percentage

$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000+: 1.00%

Commissions

Financial Professionals acting as Registered Representatives receive commissions on securities and insurance sales

Project-based

Generally up to $500 per hour for financial planning and consulting services; up to $500 per hour for retirement plan advisory services

Subscriptions

Financial Wellness services paid by employer; flat or hourly fees per agreement

Other

Account minimum: $5,000 Minimum fee: Minimum WealthPort program fee of $250 annually for CAAP® and UMA accounts

Location

See office

Poplar Bluff, MO

1903 N Westwood Blvd.

Poplar Bluff MO 63901

Advisors at this office

2

Most active in

Missouri · Texas

Work history

39 years of industry experience

Cambridge Investment Research, Inc.

2021 - Present • 5 years

Fairfield, IA

Cambridge Investment Research Advisors

2021 - Present • 5 years

Fairfield, IA

Avantax Insurance Agency, Llc

1989 - 2021 • 32 years

Poplar Bluff, MO

Avantax Advisory services

1989 - 2021 • 32 years

Poplar Bluff, MO

Dairel L. Denton Jr & Associates CPA

1988 - Present • 38 years

Poplar Bluff, MO

Avantax Investment Services, INC.

1987 - 2021 • 34 years

Poplar Bluff, MO

Dairel L Denton Jr & Associates CPA, P.C.

1986 - Present • 40 years

Poplar Bluff, 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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Tristin J

Series 66

Poplar Bluff, MO

Working Class Wealth Solutions LLC

Tristin Johnson is a financial advisor at Working Class Wealth Solutions LLC with two years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Enterprise and The Prudential Insurance Company of America. His background includes roles in banking and finance as well as other varied positions. Working Class Wealth Solutions LLC provides financial planning and discretionary investment management to individuals, families, working professionals, wage earners, and small business owners. The firm focuses on long-term, diversified, tax-aware portfolios using strategic asset allocation, buy-and-hold strategies, and periodic rebalancing, offering fixed-fee financial planning without account minimums.

Cash flow / budgeting Home buying College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner Young Professionals
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Jordan W

CFP®, Series 65, Series 63

Poplar Bluff, MO

Coffman Wealth Advisors, LLC

Jordan Worley is a CFP® professional with two years of industry experience, currently serving as an advisor at Coffman Wealth Advisors, LLC. Prior to joining Coffman Wealth Advisors in 2025, he held roles at Northwestern Mutual from 2016 to 2019 and provides accounting and tax services at Coffman and Company, P.C. He serves as a trustee on the Board of Trustees and participates in committees for both the Missouri Baptist Foundation and its subsidiary, Straightway Holdings, Inc. Coffman Wealth Advisors, LLC is a fee-only registered investment adviser offering discretionary portfolio management, financial planning, and retirement plan consulting to individuals, businesses, and pension plans. The firm employs an investment approach based on Modern Portfolio Theory, integrating passive and active investment vehicles to construct diversified portfolios, and is affiliated with the accounting firm Coffman and Company, P.C.

Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner
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Betsy M

CFP®

Poplar Bluff, MO

Coffman Wealth Advisors, LLC

Betsy Mays is a CFP® professional at Coffman Wealth Advisors, LLC with one year of experience in investment management. She is also a shareholder at Coffman and Company, P.C., an accounting firm providing accounting, tax compliance, bookkeeping, and payroll tax compliance services. Coffman Wealth Advisors primarily serves institutional clients and plan sponsors, offering investment management and retirement plan services. The firm employs a fee-only approach and combines passive and active asset allocation strategies guided by modern portfolio theory.

Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner
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Calvin R

Series 63, Series 65

Poplar Bluff, MO

Coppell Advisory Solutions LLC

Calvin Rutledge is a financial advisor with Coppell Advisory Solutions LLC who holds Series 63 and Series 65 licenses and has 16 years of industry experience. He has worked at Fusion Capital Management since 2019 and previously at Royal Fund Management, LLC from 2015 to 2019. Rutledge also operates as an independent insurance agent specializing in fixed insurance sales. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm uses a combination of internally developed and independent asset allocation models alongside fundamental and technical analysis to implement tailored investment strategies.

Retirement income strategy General estate planning guidance Cash flow / budgeting Concentrated stock management Private / alternative investments Executive Founder/Business Owner
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Robert W

CFP®, Series 63

Poplar Bluff, MO

LPL Financial

Robert Whelan is a CFP® professional with 38 years of industry experience, currently serving as a financial advisor with LPL Financial since 2021. He previously held roles at Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services, spanning over three decades. In addition to his advisory work, he operates Robert J Whelan CPA PC, providing tax preparation and accounting services, and is involved in a sports training business on a limited basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Kade R

Series 66

Poplar Bluff, MO

LPL Financial

Kade Richardson is a financial advisor with LPL Financial holding a Series 66 designation. Based in Poplar Bluff, MO, he has experience at Southern Bank, Arkansas State University, and First National Bank prior to joining LPL Financial and Kissinger & Kirkman Investment Centre in 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice implemented through various strategies and supported by advanced operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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