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Credentials
Series 63, Series 65
Experience Industry experience
12 years
Location
Joplin, MO 64801
Mutual Of Omaha Investor Services, Inc.
Multi-team
Joy Mcdonald is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and with 12 years of industry experience. She has worked at Mutual of Omaha Investor Services since 2014 and has been with Mutual of Omaha Insurance Company since 2001. In addition to her advisory role, she operates an insurance agency focused on life and health insurance products. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm primarily delivers managed solutions through a platform relationship with Envestnet and integrates brokerage and insurance services within the Mutual of Omaha group.
Based on Mutual Of Omaha Investor Services, Inc.
Based on Mutual Of Omaha Investor Services, Inc.
Financial Planning Fixed Fees: Minimum generally $500 up to $25,000; Financial Consulting Fixed Fees: $100 minimum, generally not exceeding $5,000; Financial Plan Reviews: $250 to $5,000
Advisor may receive commissions on insurance and securities products sold separately as registered representatives or insurance agents; commissions vary by product
Financial Planning and Consulting: $100 to $500 per hour
Ongoing Financial Planning Support fees: $25 to $300 per month or $75 to $900 per quarter (individuals); $25 to $2,000 per month or $75 to $6,000 per quarter (businesses); Retirement Plan Consulting Services fees: $25 to $2,000 per month or $75 to $6,000 per quarter
Fee-only: Financial Planning: $100 to $500 per hour; Financial Consulting: $100 to $500 per hour; Ongoing Financial Planning Support: $25 to $300 per month or $75 to $900 per quarter (individuals), $25 to $2,000 per month or $75 to $6,000 per quarter (businesses); Retirement Plan Consulting Services: $25 to $2,000 per month or $75 to $6,000 per quarter; Financial Plan Reviews: $250 to $5,000; Financial Consulting Fixed Fees: $100 to $5,000
Joplin, MO
407 S Pennsylvania Ave, Ste 140
Joplin MO 64801
Advisors at this office
1
Colorado · Missouri
12 years of industry experience
Mutual of Omaha Investor Serv.
2014 - Present • 12 years
Pueblo, CO
Mutual of Omaha Ins. Co.
2001 - Present • 25 years
Pueblo, CO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
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.
Lawyer
They provide legal services, typically billed separately.
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®, CPA, PFS™
Carthage, MO
Foundations Financial Planning, LLC
I am a Certified Public Accountant and Certified Financial Planner who specializes in stock option compensation planning, tax planning, and wealth management. I work primarily with self employed individuals and executives receiving equity compensation from public companies. I started Foundations Financial Planning, LLC to utilize my tax and financial planning experience to provide comprehensive services for my clients. After graduating with a Master's degree in Accounting from the University of Missouri, I obtained my CPA license and worked for PricewaterhouseCoopers. In 2014, I began my own tax practice while working full time in the finance industry. Working with personal taxes made me realize the importance of comprehensive financial planning. Too many people miss out on potential savings because of a lack of planning. In 2016, I obtained my Personal Financial Specialist (PFS) license in order to become an investment advisor to assist people with comprehensive financial planning. In 2019, I officially became a CFP® which helps me provide the best service to my clients. Whatever your situation is, I am here to help!
CFP®, Series 63, Series 66
Joplin, MO
Truenorth Wealth & Impact, LLC
Troy Stovern is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Truenorth Wealth & Impact, LLC since 2022. Prior to this, he worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC from 2009 to 2022. Truenorth Wealth & Impact provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, foundations, and businesses. The firm employs a customized, risk-adjusted, tax-aware investment approach using a blend of active and passive strategies and conducts due diligence on third-party managers as part of its portfolio management.
Series 65
Joplin, MO
Truenorth Wealth & Impact, LLC
Connor Williamson is a financial advisor at Truenorth Wealth & Impact, LLC, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Dankpack, Bryanston Country Club, Missouri Southern State University, Bastion Advisory, and St Stithians College. Truenorth Wealth & Impact provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, foundations, and businesses. The firm employs a customized, risk-adjusted, tax-aware investment approach using a combination of active and passive strategies across various asset classes and integrates third-party manager programs into its portfolio management.
CFP®, CFA®, Series 63, Series 65
Joplin, MO
Truenorth Wealth & Impact, LLC
Bryan Vowels is a CFP® and CFA® with 25 years of experience in the financial services industry. He has worked at Wells Fargo Advisors and Wells Fargo Clearing Services before joining Truenorth Wealth & Impact, LLC in 2022. Truenorth Wealth & Impact provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, foundations, and businesses. The firm emphasizes customized, risk-adjusted, tax-aware asset allocation using a combination of active and passive strategies and integrates third-party manager programs into its portfolio implementation.
Series 65
Joplin, MO
PlanVision, LLC
Alan Heltzel is a financial advisor at PlanVision, LLC in Joplin, MO, holding a Series 65 designation with two years of industry experience. His previous work includes five years at Southwest Missouri Bank and roles at United Way of Southwest Missouri and Crowder College. PlanVision provides fee-only financial planning and consulting primarily to high-net-worth individuals, offering services through written plans or ad-hoc consultations without account minimums. The firm emphasizes fundamental analysis and a long-term, simplified allocation strategy favoring passive investments, delivering advice without managing client assets or requiring implementation through the firm.
Series 66
Joplin, MO
Cornerstone Wealth Management, LLC
Christopher Anderson is a financial advisor with Cornerstone Wealth Management, LLC in Joplin, MO. He holds a Series 66 designation and has 17 years of industry experience. Anderson has been with Cornerstone Wealth Management and LPL Financial since 2014. Outside of his advisory role, he is involved in managing Anderson Investments, LLC, a business entity 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 operating model with a focus on continuous account supervision, asset allocation, and a combination of fundamental, quantitative, and qualitative analysis.
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