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Heather Barnes

Advisor at LPL Financial

Updated today

Location

Mount Vernon, MO

Credentials

Series 66

Industry experience

5 years

About

Heather Barnes is a financial advisor with LPL Financial in Mount Vernon, Missouri, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Waddell and Reed and serving as Lawrence County Prosecuting Attorney for 15 years. Outside of her advisory work, she is involved with Bowles Group, Inc. as vice president and participates in a sports and entertainment events business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

Mount Vernon, MO

Most active in

Missouri · Texas

Work history

LPL Financial

2021 - Present (5 years)

Lawrence County Prosecuting Attorney

2021 - 2021 (1 year)

Bryan Bowles

2021 - 2021 (1 year)

Waddell And Reed

2021 - 2021 (1 year)

Waddell And Reed

2020 - 2020 (1 year)

Farm

2013 - 2021 (8 years)

Lawrence County Prosecuting Attorney

2005 - 2020 (15 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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Molly C

Series 66

Verona, MO

Walker Asset Management, LLC

Molly Crider is a financial advisor at Walker Asset Management, LLC with 20 years of industry experience. She holds a Series 66 designation and has worked at Walker Asset Management since 2016, following a prior role at SignalPoint Asset Management LLC. Walker Asset Management provides investment advisory and financial planning services to individuals, families, and businesses, focusing on globally diversified portfolios using stocks, bonds, mutual funds, and ETFs. The firm manages assets on a discretionary basis and operates a wrap fee program tailored to client needs.

General retirement planning
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Dennis W

Series 63, Series 65

Verona, MO

Walker Asset Management, LLC

Dennis Walker is the principal of Walker Asset Management, LLC in Verona, MO, holding Series 63 and Series 65 licenses with 43 years of industry experience. He founded Walker Asset Management in 2016 after four years at SignalPoint Asset Management LLC. Walker Asset Management provides investment advisory and financial planning services to individuals, families, and businesses. The firm employs a modern portfolio theory approach with globally diversified portfolios and manages approximately $284 million in discretionary assets through a wrap fee program.

General retirement planning
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Amanda H

Series 63, Series 66

Marionville, MO

Mass Mutual Investors Services

Amanda Hedrick is a financial advisor at MassMutual Investors Services with 3 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Bankers Life Securities and Bankers Life & Casualty. Outside of her financial advisory role, she is involved in a cow-calf farming operation. MassMutual Investors Services provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management and educational seminars, structuring planning engagements as annual, collaborative relationships using firm-approved analytical tools.

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

Kedron B

Series 66

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Retirement income strategy General retirement planning General estate planning guidance Wealth management Retired Founder/Business Owner Executive

Jeramie G

CFP®, Series 63

Aurora, MO

Edward Jones

Jeramie Grosenbacher is a CFP®-certified financial advisor with Edward Jones, based in Aurora, MO, and has 27 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he manages a purebred Simmental cattle herd. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary strategies, supported by a large nationwide network of advisors and branch offices.

Retirement income strategy General retirement planning Wealth management Self-Employed
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Erika K

Series 66

Mount Vernon, MO

LPL Enterprise

Erika Kane is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. She previously worked at PRUCO Securities, Ozarks Business Services, and spent 18 years at Sexton & Associates CPA's LLC. Kane also operates Kane CPA, LLC, providing income tax preparation and planning services. LPL Enterprise offers advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm provides financial planning, access to model wealth portfolios, and third-party asset management programs, alongside brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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