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Heather Lea Barnes

Advisor at LPL Financial — Mount Vernon, MO

Updated today

Credentials

Series 66

Experience

5 years

Location

Mount Vernon, MO

LPL Financial logo

LPL Financial

Institution

Total advisors

22,817

Across 10,468 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Heather Barnes is a financial advisor with LPL Financial, holding a Series 66 credential and five years of industry experience. Prior to joining LPL, she served as the Lawrence County Prosecuting Attorney for 15 years and has experience in wealth group advisory roles. Outside of her financial advising career, Barnes manages a farm business and serves as vice president of Bowles Group, Inc., a tax and investment-related entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment strategies and advisory platforms supported by proprietary research and technology.

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 income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Mount Vernon, MO

Mount Vernon MO

Advisors at this office

1

Most active in

Missouri · Texas

Work history

5 years of industry experience

LPL Financial

2021 - Present • 5 years

Mount Vernon, MO

Lawrence County Prosecuting Attorney

2021 - 2021 • 1 year

Mt. Vernon, MO

Bryan Bowles

2021 - 2021 • 1 year

Mount Vernon, MO

Waddell And Reed

2021 - 2021 • 1 year

Mount Vernon, MO

Waddell And Reed

2020 - 2020 • 1 year

Mount Vernon, MO

Farm

2013 - 2021 • 8 years

Mount Vernon, MO

Lawrence County Prosecuting Attorney

2005 - 2020 • 15 years

Mount Vernon, 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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Leeandra E

Series 65

Verona, MO

Walker Asset Management, LLC

Leeandra Ennes is a Series 65 licensed advisor with Walker Asset Management, LLC, based in Verona, MO. She has been with Walker Asset Management since 2021 and has prior experience in the Salon Service Group and Damar Worldwide. Walker Asset Management provides portfolio management, investment advisory services, and financial planning to individuals, families, businesses, and retirement plan participants. The firm uses a modern portfolio theory approach with global diversification and fundamental security analysis, managing discretionary accounts primarily composed of stocks, bonds, mutual funds, and ETFs.

General retirement planning
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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 a financial advisor at Walker Asset Management, LLC with 44 years of industry experience. He has held Series 63 and Series 65 credentials and previously worked at SignalPoint Asset Management LLC. Walker has been with his current firm since 2016. Walker Asset Management provides portfolio management, investment advisory services, and financial planning to individuals, families, businesses, and retirement plan participants. The firm employs a modern portfolio theory approach with global diversification and uses fundamental security analysis along with market trend and economic cycle analysis to construct diversified portfolios primarily composed of stocks, bonds, mutual funds, and ETFs.

General retirement planning
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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

Kedron B

Series 66

Mt Vernon, MO

Edward Jones

Kedron Blecha is a Series 66 licensed financial advisor with Edward Jones in Mt Vernon, MO, where he has worked since 2015. He has 11 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including wrap fee programs and separately managed accounts, and operates under a fiduciary standard.

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

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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