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David Rowland

Advisor at Sanctuary Advisors, LLC

Updated today

Location

Jackson, MO 63755

Credentials

Series 66

Industry experience

1 year

About

David Rowland is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has prior work experience in banking and hospitality, including a current role as a bartender and waiter at King David's Winery, Meadery and Brewery. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Client services

Based on Sanctuary Advisors, LLC

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

Expertise

Based on Sanctuary Advisors, LLC

Retirement income strategy Business exit / sale strategy Active portfolio management Private / alternative investments

Occupation focus

Based on Sanctuary Advisors, LLC

Founder/Business Owner Self-Employed Retired

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Fee options

Fixed

Fixed fees negotiated individually for financial planning services

Percentage

$10,000+: Up to 2.75% $50,000+: Up to 2.75% $100,000+: Up to 2.75% $250,000+: Up to 2.75%

Project-based

Hourly fees negotiated individually for financial planning services

Performance-based

Performance-based fees charged only to Qualified Institutional Buyers with at least $100 million in securities

Other

Account minimum: $10,000

Location

514 South Hope Street

Jackson, MO 63755

Most active in

Missouri · Texas

Work history

Sanctuary Securities, Inc.

2026 - Present (1 year)

King David's Winery, Meadery and Brewery

2025 - Present (1 year)

Ameriprise

2024 - 2026 (2 years)

Montgomery Bank

2023 - 2024 (1 year)

Tiger Moving LLC

2021 - 2022 (1 year)

Missouri State University

2019 - 2023 (4 years)

Bootheel Diesel

2014 - 2021 (7 years)

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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John H

Series 65

Cape Girardeau, MO

Strategic Investment Advisors, Ltd.

John Hillin is a financial advisor at Strategic Investment Advisors, Ltd. in Cape Girardeau, MO, holding a Series 65 designation with 26 years of industry experience. He has been with Strategic Investment Advisors since 1998 and also operates HILLIN AND COMPANY, PC. Strategic Investment Advisors, Ltd. manages approximately $78.5 million in discretionary assets for individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, asset-allocation investment approach based on Modern Portfolio Theory, utilizing passively managed mutual funds and third-party model portfolios, while providing comprehensive financial planning and employee benefit advisory services.

Passive / index investing General retirement planning College savings (529s, UTMA, etc.) General tax planning
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Jason L

Series 65

Cape Girardeau, MO

Alspaugh Wealth Management

Jason Lee is a financial advisor with Alspaugh Wealth Management in Cape Girardeau, MO, holding a Series 65 designation and five years of industry experience. He has worked at Alspaugh Wealth Management since 2020 and concurrently at Innovative Insurance Consultants since 2009, where he serves as a licensed insurance agent. Alspaugh Wealth Management provides discretionary asset management and financial planning to individual and high-net-worth clients, along with ERISA 3(21) fiduciary services for retirement plan sponsors. The firm employs a multi-method approach to portfolio management and supports client-directed accounts as well as relationships with third-party money managers.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Brock A

Series 66

Cape Girardeau, MO

Alspaugh Wealth Management

Brock Alspaugh is a financial advisor at Alspaugh Wealth Management with 24 years of industry experience. He holds a Series 66 designation and has worked at his current firm since 2013. His prior experience includes roles at Taylor Capital Management and ownership in Unique Baby, a non-investment business. Alspaugh Wealth Management provides discretionary asset management and financial planning for individual and high-net-worth clients, as well as ERISA 3(21) fiduciary services to retirement plan sponsors. The firm combines multiple analytical methods in portfolio management and supports client-directed accounts, often working with third-party money managers.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Kerry L

Series 63, Series 65

Cape Girardeau, MO

Tactive Advisors, LLC

Kerry Lang is a financial advisor with Tactive Advisors, LLC in Cape Girardeau, MO, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Strategy Marketplace LLC, Mainstreet RIA LLC, PlanMember Securities Corporation, and Forrest T. Jones & Co. Lang also operates as a sole proprietor, engaging in insurance sales focused on annuity and life insurance products. Tactive Advisors serves individuals, trusts, businesses, employee benefit plans, and institutional investors, including other advisor-managed portfolios. The firm employs a Black-Litterman framework for constructing blended model portfolios and offers portfolio management through a robo-advisor platform combined with sub-advisory and TAMP services.

Active portfolio management Factor investing / smart beta Options & derivatives strategies
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Jacquelyn M

CFP®, Series 63, Series 65

Cape Girardeau, MO

Nbc Securities, Inc.

Jacquelyn Majoros is a CERTIFIED FINANCIAL PLANNER™ professional with 29 years of industry experience. She is currently with NBC Securities, Inc. and has previously worked at First State Financial Management and Wells Fargo Advisors. NBC Securities provides investment management, financial planning, and brokerage services to a diverse client base, including high-net-worth individuals, institutional investors, and municipalities. The firm offers multiple fee-based advisory programs and integrates brokerage and custody services through RBC platforms.

Retirement income strategy Wealth management Founder/Business Owner Retired
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Belinda F

Series 63, Series 65

Whitewater, MO

Gradient Advisors, LLC

Belinda Fox is a financial advisor at Gradient Advisors, LLC with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Transamerica Financial Advisors, Anthem Blue Cross Blue Shield, and AlphaStar Capital Management. She is also the owner of Vulpes Wealth Management, LLC, where she provides advisory services. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm supports a network of 169 advisors across 154 offices and employs a combination of fundamental, technical, and cyclical analysis to tailor investment strategies.

Retirement income strategy General tax planning
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