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Daniel Owen Backer

Advisor at Smith, Moore & Co. — Fulton, MO

Updated today

Credentials

Series 66

Experience

< 1 year

Location

Fulton, MO 65251

Smith, Moore & Co. logo

Smith, Moore & Co.

Multi-team

Total advisors

45

Across 11 offices

Clients per advisor

91 High

Avg AUM per client

$530,650 Typical

HNW client ratio

31% High

About

Daniel Backer is a financial advisor with Smith, Moore & Co. in Fulton, MO, holding a Series 66 designation. He has one year of industry experience and previously worked at Finteris Wealth Management and The Callaway Bank. He also has experience in education through Westminister College. Smith, Moore & Co. provides investment advisory and financial planning services to individual clients, corporations, and pension/profit-sharing plans, utilizing an open-architecture investment approach that combines proprietary models, individual portfolio construction, and outsourced managers.

Client services

Based on Smith, Moore & Co.

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Smith, Moore & Co.

Business succession planning

Occupation focus

Based on Smith, Moore & Co.

Founder/Business Owner Executive

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Fee options

Commissions

Commissions and other transaction-based compensation are received when clients effect securities transactions through Smith Moore broker-dealer; includes 12b-1 fees and insurance commissions

Project-based

Investment consulting and financial planning services charged hourly, ranging from $125 to $600 per hour, negotiable

Other

Minimum fee: Open Architecture Advisory Plan: $400 annually; Smith Moore Select Models Advisory Plan: $135 (qualified accounts) or $100 (non-qualified accounts) annually Fee-only: Investment advisory fees generally range between 0.5% and 3% annually, negotiable per client

Location

See office

Fulton, MO

534 Court Street

Fulton MO 65251

Advisors at this office

5

Most active in

Missouri

Work history

< 1 year of industry experience

Smith, Moore & Co.

2025 - Present • 1 year

Fulton, MO

Finteris Wealth Management

2024 - 2024 • 1 year

Jefferson City, MO

The Callaway Bank

2022 - 2025 • 3 years

Fulton, MO

Westminister College

2021 - 2025 • 4 years

Fulton, MO

Hy-Vee Inc.

2020 - 2022 • 2 years

Jefferson City, MO

School

2015 - 2021 • 6 years

Jefferson City, 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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Timothy B

Series 63, Series 66

Fulton, MO

Smith, Moore & Co.

Timothy Borman is a financial advisor with Smith, Moore & Co., holding Series 63 and Series 66 credentials and 28 years of industry experience. He previously worked at Cetera Investment Advisers LLC, Cetera Investment Services LLC, and The Callaway Bank. Outside of his advisory work, he is involved in farming as a non-investment business activity. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting. The firm employs a multi-team approach with approximately 50 advisors managing around $2.0 billion in client assets through a variety of investment strategies and third-party manager arrangements.

Business succession planning Founder/Business Owner Executive
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Austin T

Series 66

Fulton, MO

Smith, Moore & Co.

Austin Taylor is a financial advisor at Smith, Moore & Co. with one year of industry experience. He holds a Series 66 designation and previously worked in education at the University of Missouri-Columbia, Fulton High School, and Fulton Middle School. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, investment consulting, and model-portfolio solutions. The firm employs both advisor-managed accounts and third-party manager arrangements, overseeing approximately $2.0 billion in client assets.

Business succession planning Founder/Business Owner Executive
user avatar

Blaine P

Series 66

Fulton, MO

Smith, Moore & Co.

Blaine Pestle is a financial advisor at Smith, Moore & Co. with two years of industry experience. He holds the Series 66 designation and previously worked for Calloway Bank for ten years. Outside of advising, he is a co-owner and manager of a short-term rental property. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting. The firm uses a multi-team approach with a mix of advisor-managed accounts and third-party manager arrangements.

Business succession planning Founder/Business Owner Executive
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Aaron R

CFP®, Series 66

Fulton, MO

Smith, Moore & Co.

Aaron Rigdon is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Smith, Moore & Co. since 2021. He previously worked at Cetera and The Callaway Bank. Outside of his advisory role, Rigdon is an insurance agent based in the same office and is involved in several investment-related business activities, including managing farm and rental properties as well as property renovations. Smith, Moore & Co. advises individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting. The firm employs both advisor-managed accounts and third-party manager arrangements, with approximately 50 advisors overseeing about $2.0 billion in client assets.

Business succession planning Founder/Business Owner Executive
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Jessica R

Series 66

Fulton, MO

Wealth Enhancement Advisory Services, LLC

Jessica Rademacher is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and seven years of industry experience. Her career includes roles at Wealth Enhancement Advisory Services since 2020, Wealth Enhancement Group since 2018, LPL Financial from 2018 to 2024, and Baird Private Wealth Management in 2017. She also worked at the University of Northwestern, St. Paul from 2014 to 2018. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and access to separate managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified, risk-class based investment approach combining passive and active management with oversight by an internal Investment Committee.

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)
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Jacob W

Series 66

Fulton, MO

Cambridge Investment Research Advisors

Jacob Walters is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial, Convergence Financial, and MassMutual. Walters is also the owner of Walters Wealth Management LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations by providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment solutions through independent Financial Professionals, utilizing various custody and platform arrangements and proprietary as well as third-party strategies.

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