Kevin James Walker

Advisor at Edward Jones — West Plains, MO 1704 Kentucky Ave

Updated today

Credentials

Series 66

Experience

12 years

Location

West Plains, MO 65775

Edward Jones logo

Edward Jones

Institution

Total advisors

24,095

Across 14,148 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Kevin Walker is a financial advisor with Edward Jones in West Plains, MO, holding a Series 66 designation and 12 years of industry experience. He previously worked at Thrivent Financial and Thrivent Investment Management Inc from 2013 to 2018 before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services through a nationwide network of more than 23,700 financial advisors.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy General retirement planning Wealth management General estate planning guidance

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

West Plains, MO 1704 Kentucky Ave

1704 Kentucky Ave

West Plains MO 65775

Advisors at this office

1

Most active in

Missouri · Texas

Work history

12 years of industry experience

Edward Jones

2018 - Present • 8 years

St.Louis, MO

THRIVENT Financial

2014 - 2018 • 4 years

Appleton, WI

Thrivent investment Management Inc

2013 - 2018 • 5 years

West Plains, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Eric G

Series 63, Series 65

West Plains, MO

Valic Financial Advisors

Eric Gibson is a financial advisor with Valic Financial Advisors who holds Series 63 and Series 65 licenses and has nine years of industry experience. Prior to his current role, he worked at West Plains Bank and Trust Company and Thrivent Financial. He serves as board president of the Community Foundation of West Plains and the West Plains Area Chamber of Commerce and acts as treasurer for Immanuel Lutheran Church. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts through a large network of advisors using centralized technology and model solutions.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy

Mark G

Series 66

West Plains, MO

Edward Jones

Mark Guffey is a Series 66 licensed financial advisor with Edward Jones, based in West Plains, MO. He has three years of industry experience, including nine years at Walmart prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy General retirement planning General estate planning guidance Founder/Business Owner
user avatar

Melissa M

Series 66

West Plains, MO

Edward Jones

Melissa Mc Goldrick is a financial advisor with Edward Jones in West Plains, MO, holding a Series 66 designation and having eight years of industry experience. Prior to joining Edward Jones in 2018, she worked for R.P. Lumber for five years. She is also a part owner of MM Property Management, a short-term rental business in West Plains, where she assists with cleaning and preparing rental properties. 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, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Mark L

CFP®, ChFC®, Series 66

West Plains, MO

Edward Jones

Mark Lewis is a financial advisor with Edward Jones in West Plains, MO, holding CFP®, ChFC®, and Series 66 credentials and has 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard. The firm is notable for its large nationwide network of advisors and branch offices, as well as its affiliated mutual funds and trust services.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
user avatar

Jeffery W

Series 66

West Plains, MO

Cetera

Jeffery Welch is a financial advisor at Cetera with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Avantax Investment Services and 1st Global Advisors. Welch is also an attorney providing estate and business planning services through his law practice, WELCH, PLLC, and serves as an owner of Welch, Couch & Company, PA, a CPA firm offering tax and accounting services. Additionally, he serves as an advisory board director for West Plains Bank & Trust Company. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a broad range of portfolio management and financial planning services through a nationwide network of independent advisors.

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

Heather F

CFP®, ChFC®, Series 66

West Plains, MO

Edward Jones

Heather Foster is a CFP®-designated financial advisor at Edward Jones with six years of industry experience. She has been with Edward Jones since 2019 and previously worked at Missouri State University-West Plains and served for ten years with the U.S. House of Representatives for Jason Smith. Outside of advising, she is registered as a consultant for a skin care company and has interests related to undeveloped land and her spouse's sports memorabilia business. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, pension plans, corporations, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Divorce financial planning Business ownership considerations General retirement planning Wealth management Founder/Business Owner Doctor or Medical Professional
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