Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63, Series 65
Experience Industry experience
32 years
Location
Lamar, MO 64759
International Assets Investment Management, LLC
Multi-team
Jerry Klusener Jr. is a CFP®-certified financial advisor with 31 years of industry experience. He is currently with International Assets Investment Management, LLC and has worked there since 2017. Prior to that, he was with Prospera Financial Services, Inc. from 2011 to 2017. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent adviser representatives. The firm offers customized, long-term portfolio management using mutual funds, ETFs, equities, and fixed income, with options for third-party money managers and standalone financial planning.
Based on International Assets Investment Management, LLC
Based on International Assets Investment Management, LLC
Negotiated fixed fees for financial planning engagements based on expected hours
$0+: Up to 3.00% annually (negotiable, customized fees) $50,000+: Fee related to retirement plan advisory fees up to 3.00% annually (negotiable)
Up to $500 per hour for financial planning services
Account minimum: $50,000 Fee-only: Fee-only for Wrap Fee Programs via third parties (RBC Advisor, RBC Unified Portfolio, RBC Consulting Services)
Lamar, MO
802 Gulf Street
Lamar MO 64759
Advisors at this office
1
Missouri
32 years of industry experience
International Assets Advisory, LLC
2017 - Present • 9 years
Carthage, MO
Prospera Financial Services, inc.
2011 - 2017 • 6 years
Dallas, TX
UMB Financial Services, Inc.
2002 - 2011 • 9 years
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A client's investment-related complaint, arbitration or lawsuit, including ones that were denied, withdrawn or settled.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65
Lamar, MO
Edward Jones
Andrea Lynn is a Certified Financial Planner (CFP®) with 12 years of industry experience. She has been with Edward Jones since 2017 and previously worked at Woodbury Financial Services Inc. for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.
CFP®, Series 66
Lamar, MO
Edward Jones
Chad Webber is a CFP® professional with seven years of industry experience. He has worked at Edward Jones since 2019 and previously held positions at Thrivent Financial and Thrivent Investment Management Inc. Prior to his financial services career, he worked at Fellers Foodservice Equipment. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)