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Joshua Anderson Bockhorst

Advisor at Bockhorst Wealth Stratagies Llc — Troy, Lincoln, MO

Updated today

Credentials

Series 65

Experience

< 1 year

Location

Troy, Lincoln, MO

Bockhorst Wealth Stratagies Llc

Independent

Total advisors

1

Clients per advisor

0 Low

Avg AUM per client

—

HNW client ratio

—

About

Joshua Bockhorst is the sole advisor at Bockhorst Wealth Strategies LLC and holds a Series 65 designation. He has previously worked at NorthRoad Church and St. Charles Community College and has nine years of experience at Downs Drywall. Bockhorst Wealth Strategies LLC is a Missouri-registered investment adviser that provides non-discretionary investment advisory services and financial coaching to individual investors, including both non-high-net-worth and high-net-worth clients. The firm combines fundamental and technical analysis with market research and emphasizes client education through scheduled review meetings and written summaries.

Client services

Based on Bockhorst Wealth Stratagies Llc

Financial planning
Financial coaching and financial education services

Expertise

Based on Bockhorst Wealth Stratagies Llc

General retirement planning

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Fee options

Percentage

Under $100,000+: Flat $250 monthly fee per meeting $100,000 - $999,999: 2.00% annually (calculated monthly) $1,000,000+: 1.00% annually (calculated monthly)

Other

Minimum fee: $250 per month if a meeting occurs, applies for assets under $100,000 Fee-only: Firm charges fixed monthly fees and asset-based advisory fees; does not receive commissions

Location

Troy, Lincoln, MO

Troy, Lincoln MO

Advisors at this office

1

Most active in

Missouri

Work history

< 1 year of industry experience

NorthRoad Church

2024 - Present • 2 years

Moscow Mills, MO

St. Charles Community College

2020 - 2023 • 3 years

St. Charles, MO

Downs Drywall

2015 - 2024 • 9 years

Troy, 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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James D

CFP®, Series 63, Series 65

Lake St. Louis, MO

Wealth Ambassadors, LLC

James Dearing is a CFP® with 27 years of experience, currently serving as the sole advisor at Wealth Ambassadors, LLC in Lake St. Louis, MO. He has been self-employed as an insurance agent since 2012 and serves on the board of Worldwide Inventory Network, Inc., a charitable organization. He is also involved in a health consulting business and owns a group coaching and training company. Wealth Ambassadors provides portfolio management and financial planning services to individuals, families, businesses, foundations, and pension/profit-sharing plans. The firm employs a modern portfolio theory approach with globally diversified portfolios, often using mutual funds and ETFs, and offers both discretionary and non-discretionary management along with pension consulting.

General retirement planning
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Lesley K

CFP®

Moscow Mills, MO

Kilcullin Financial Life Planning, LLC

Lesley Kilcullin is a CFP® professional with 13 years of industry experience, currently serving as the sole advisor at Kilcullin Financial Life Planning, LLC since 2015. The firm manages approximately $57.9 million across about 111 client relationships, providing comprehensive financial planning, investment consultation, portfolio management, and retirement-plan rollover advice. Kilcullin Financial Life Planning employs a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory, focusing on diversified, tax-efficient, low-cost mutual funds, ETFs, and individual securities, primarily managing assets on a nondiscretionary basis. The firm also offers educational workshops and assists clients with accounts maintained at other custodians.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General retirement planning Retirement withdrawal strategies
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Ashley A

CFP®, Series 66

Troy, MO

Sheller Wealth Management, Inc.

Ashley Arnold is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Sheller Wealth Management, Inc. in Troy, MO. She has worked with LPL Financial, LLC since 2017 and holds a vice president role at S/A Analytics, Inc., where she is involved in economic research and analysis. Sheller Wealth Management provides discretionary investment management and financial planning services to individuals, high net worth clients, trusts, estates, and businesses. The firm manages approximately $68 million for about 174 clients, utilizing a primarily long-term, customized investment approach that includes individual equities, mutual funds, ETFs, and occasional alternative investments.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General retirement planning
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Gary S

CFP®, Series 63

Troy, MO

Sheller Wealth Management, Inc.

Gary Sheller is a CFP® professional with 38 years of experience in the financial services industry. He has held roles at Cutter & Company, Inc. and LPL Financial, and he has operated Sheller Wealth Management, Inc. since 2017. In addition to his advisory work, he has been involved in a variety of business ventures, including a hunting preserve called Oakwind Farms Hunting Preserve, Inc. Sheller Wealth Management provides discretionary investment management and financial planning services to individuals, high net worth clients, trusts, estates, and businesses. The firm manages approximately $68 million for around 174 clients through customized, long-term investment strategies that include equities, mutual funds, ETFs, and occasional alternative investments.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General retirement planning
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Matthew E

Series 63, Series 65

Wentzville, MO

RPG Family Wealth Advisory, LLC

Matthew Evans is a financial advisor at RPG Family Wealth Advisory, LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at First Heartland Capital for 22 years before joining RPg Family Wealth Advisors. Evans is also involved in business activities related to insurance sales and training through Mortgage Free Life, LLC and Solae Group, LLC. RPg Family Wealth Advisory provides tactical, ETF-centric investment strategies and customized portfolio management for financial intermediaries, individual, institutional, and high-net-worth clients. The firm uses a policy-based investment process driven by proprietary quantitative and qualitative research, offering separately managed accounts, model manager platforms, and a principal-protected strategy.

Passive / index investing Active portfolio management Real estate investing Financial Professional Founder/Business Owner
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Shawn M

Series 66

Wentzville, MO

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Shawn Murff is a financial advisor at Prospera Financial Services, Inc. with nine years of industry experience. He previously worked at Edward Jones, Aim Financial Solutions LLC, and Cutter and Company Brokerage Inc. In addition to his advisory role, Murff works as an independent contractor soliciting and writing property and casualty insurance through The Silver McDonough Company. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and third-party platforms.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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