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Jeffrey Allen Weber

Advisor at Lanark Financial, Inc. — Washington, MO

Updated today

Credentials

Series 63, Series 65

Experience

31 years

Location

Washington, MO 63090

Lanark Financial, Inc. logo

Lanark Financial, Inc.

Multi-team

Total advisors

68

Across 27 offices

Clients per advisor

52 Typical

Avg AUM per client

$449,819 Low

HNW client ratio

8% Low

About

Jeffrey Weber is a financial advisor at NBC Securities, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at First State Financial Management since 2011. Lanark Financial, Inc. provides investment advisory services, financial planning, and portfolio management to individuals, institutions, and businesses, utilizing multiple fee-based programs and third-party platforms to deliver discretionary and non-discretionary account management.

Client services

Based on Lanark Financial, Inc.

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

Expertise

Based on Lanark Financial, Inc.

Tax-loss harvesting Wealth management Business exit / sale strategy Retirement income strategy Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Lanark Financial, Inc.

Founder/Business Owner Executive

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Fee options

Percentage

$0 - $250,000: .50% to 2.50% annually (varies by Investment Manager, portfolio size, and advisory services complexity) $5,000 - $50,000: Minimum investment range for APS and RBC Advisor Programs $100,000+: Minimum for ProAM Program and Consulting Services (formerly Resource II) Program (some managers require up to $10 million minimums)

Commissions

Lanark and advisors may receive commissions from sales of insurance and variable insurance products.

Performance-based

Performance-based fee arrangements with qualified clients, negotiated individually.

Other

Account minimum: $50,000 Minimum fee: Minimum Program Fees may be applied per Account and may vary by IA Program, disclosed in the Client Profile. Fee-only: Financial Planning Fees negotiated flat fee or percentage of assets under management; typical range $100 to $10,000, may be higher or lower.

Location

See office

Washington, MO

101 Bedford Center Drive

Washington MO 63090

Advisors at this office

1

Most active in

Illinois · Missouri · North Carolina

Work history

31 years of industry experience

First State Financial Management

2011 - Present • 15 years

Farmington, 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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Christopher A

CFA®, Series 66

Marthasville, MO

1035 Capital Management LLC

Christopher Abbott is a CFA® charterholder and Series 66 licensed advisor with six years of industry experience. He has worked at Argent Capital Management and currently leads 1035 Capital Management LLC. Abbott also serves as an adjunct professor at Lindenwood University and owns DL Financial, a firm providing back-office support for financial advisors. 1035 Capital Management LLC is an independent registered investment adviser managing approximately $5.1 million for individuals, high-net-worth clients, family offices, and institutional clients. The firm employs a combination of bottom-up fundamental analysis, macro/sector and technical inputs, and proprietary tools across specialized strategies including small-cap equity, preferred securities, and commodity trend following.

Active portfolio management Concentrated stock management
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Kevin L

CFP®, Series 63

Washington, MO

Lang & Becker, Inc.

Kevin Lang is a CFP® professional with over 31 years of experience in financial advising. He has been with Lang & Becker, Inc. since 2006 and previously worked at Triad Advisors, LLC. In addition to his advisory role, he operates a CPA firm specializing in tax planning, preparation, and estate planning. Lang & Becker serves individual and business clients, managing approximately $98.8 million across 69 accounts. The firm offers personalized investment advisory and financial planning services, utilizing the Osaic Wealth Management platform and combining advisory services with in-house tax and accounting expertise.

Concentrated stock management Options & derivatives strategies
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Annmarie H

Series 63, Series 66

Washington, MO

Wealth Management Advisors, Inc.

Annmarie Hoerr is a financial advisor with Wealth Management Advisors, Inc. in Washington, Missouri, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining Wealth Management Advisors in 2020, she worked at Sagepoint Financial in various roles from 2011 to 2019. Outside of her advisory work, she participates actively in local community organizations, including the Washington Optimist Club and Women With Purpose. Wealth Management Advisors, Inc. provides portfolio management, financial planning, and investment advice to individuals, trusts, estates, charitable organizations, corporations, and closely held businesses. The firm uses third-party advisory platforms and independent managers to deliver primarily non-discretionary advice, combining fundamental and technical analysis across a range of investment strategies.

Annuities General tax planning Retirement income strategy Wealth management
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Kolby L

Series 63, Series 66

Washington, MO

Lang & Becker, Inc.

Kolby Lang is a financial advisor with Lang & Becker, Inc. in Washington, MO, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Citigroup and TDAmeritrade. Lang & Becker serves individual clients, including high net worth individuals, and businesses by providing personalized investment advisory and financial planning services. The firm manages approximately $98.8 million across about 69 accounts, utilizing the Osaic Wealth Management platform and a range of strategies from mutual funds to higher-risk investments for qualified clients.

Concentrated stock management Options & derivatives strategies
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John M

Series 63, Series 65

Labadie, MO

Vicus Capital, Inc.

John Mazzola is a financial advisor with Vicus Capital, Inc., holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Vicus Capital since 2010 and concurrently at Cetera Wealth Services, LLC since 2013, as well as West County Financial Services & Insura since 1992. Outside of his advisory roles, Mazzola serves as president of the Stonebrook Village Homeowners Association and as a board trustee for the Wilkinson Place Homeowners Association. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a mix of fundamental and technical analysis across various strategies and provides ERISA fiduciary consulting alongside a range of advisory services.

ESG / Sustainable investing Passive / index investing Tax-loss harvesting Private / alternative investments Religious/faith focused
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Larry B

Series 63, Series 65

Washington, MO

Cornerstone Wealth Management, LLC

Larry Bridwell is a financial advisor with Cornerstone Wealth Management, LLC in Washington, MO, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Cornerstone Wealth Management and LPL Financial since 2018 and was previously with Lincoln Financial Distributors from 2012 to 2018. Bridwell is also involved with Captain Asset Management LLC, a business entity used for tax and investment purposes. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand model and leverages LPL platform programs and technology to deliver tailored investment advice focused on continuous account supervision, asset allocation, and a mix of fundamental, quantitative, and qualitative analysis.

Charitable giving & philanthropy Founder/Business Owner Retired
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