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David Kurth Darby

Advisor at AGH Wealth Advisors, LLC — Galena, MO

Updated today

Credentials

Series 63, Series 66

Experience

31 years

Location

Galena, MO

AGH Wealth Advisors, LLC logo

AGH Wealth Advisors, LLC

Team

Total advisors

6

Across 2 offices

Clients per advisor

78 High

Avg AUM per client

$555,675 Low

HNW client ratio

47% High

About

David Darby is a financial advisor with AGH Wealth Advisors, LLC in Galena, Missouri, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with AGH Wealth Advisors and LPL Financial since 2008. In addition to his advisory role, Darby is involved in third-party administration services related to payroll, HR, and retirement plan accounting through affiliated entities. AGH Wealth Advisors is an SEC-registered firm serving individuals, retirement plans, trusts, estates, and institutions with portfolio management, financial planning, and consulting services. The firm employs tailored, discretionary investment management using fundamental and technical analysis, operates a wrap fee program, and is affiliated with the accounting firm Allen, Gibbs & Houlik, L.C.

Client services

Based on AGH Wealth Advisors, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Hourly consulting services

Expertise

Based on AGH Wealth Advisors, LLC

General retirement planning General tax planning

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Fee options

Fixed

Occasionally a fixed fee may be charged for consulting services

Commissions

Certain associated persons receive commissions for securities and insurance products separate from advisory fees

Project-based

Negotiable hourly rate of $350 for advisory and retirement plan consulting services

Other

Account minimum: $5,000 Fee-only: Negotiable hourly rate of $350; occasionally fixed fee or percentage of plan assets from 0.15% to 2.00%

Location

See office

Galena, MO

Galena MO

Advisors at this office

1

Most active in

Missouri · Texas

Work history

31 years of industry experience

AGH Wealth Advisors LLC

2008 - Present • 18 years

Wichita, KS

LPL Financial

2008 - Present • 18 years

Wichita, KS

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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Darren G

Series 63, Series 66

Branson, MO

Eagle Strategies (NY Life)

Darren Godfrey is a financial advisor at Eagle Strategies (NY Life) with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Eagle Strategies since 2021. Prior to that, he was with APEX Financial Strategies, LLC for 10 years and has maintained affiliations with Nylife Securities Inc. and New York Life Insurance for nearly two decades. Outside of his advisory roles, he is involved with Herschend Family Entertainment. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm operates primarily on a non-discretionary asset management model and integrates advisory services with insurance and annuity products through its affiliation with New York Life.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive

Rob J

Series 66

Branson, MO

Edward Jones

Rob Johns is a financial advisor at Edward Jones in Branson, MO, with 9 years of industry experience. He holds the Series 66 designation and previously worked at Central Bank of Branson from 2011 to 2017 before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options supported by a nationwide network of more than 23,700 financial advisors.

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Amanda H

Series 63, Series 66

Aurora, MO

Mass Mutual Investors Services

Amanda Hedrick is a financial advisor with Mass Mutual Investors Services in Aurora, Missouri, holding Series 63 and Series 66 licenses. She has four years of industry experience, including roles at Bankers Life and MassMutual Life Insurance Company. Outside of her advisory work, she is involved in a family-operated cow-calf farming business where she manages animal husbandry and forage production. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational services, emphasizing collaborative annual planning relationships and a broad range of investment strategies.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced

Michael T

Series 66

Branson, MO

Edward Jones

Michael Taylor is a financial advisor with Edward Jones in Branson, MO, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is an organizer of March and October, LLC, an entity formed for property purchase in New Virginia, Iowa. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large national network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Sean L

Series 66

Highlandville, MO

Thrivent Investment Management

Sean Larson is a Series 66-licensed advisor with Thrivent Investment Management, based in Highlandville, MO. He has three years of industry experience and has held positions at Thrivent Financial, Performance Food Group, Sysco, and US Foods. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through financial advisors. The firm offers holistic, goal-based planning using modeling tools, with options to combine planning and managed-account services under consolidated billing, while maintaining separate planning and portfolio management functions.

Business ownership considerations
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Jacob D

Series 66

Branson, MO

LPL Enterprise

Jacob Dean is a financial advisor at LPL Enterprise with a Series 66 designation and no prior industry experience. His work history includes roles at Robbins Financial LLC and Charles Schwab & Co., Inc. outside of his current position. LPL Enterprise, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, retirement plans, and corporate entities. The firm primarily employs model-driven investment implementation and offers access to third-party asset managers and wealth management programs.

Tax-loss harvesting
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