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Lisa Renee Reynolds

Advisor at Ameriprise — Farmington, MO Maple Valley Dr

Updated today

Credentials

CFP®, Series 66

Experience

23 years

Location

Farmington, MO 63640

Ameriprise logo

Ameriprise

Institution

Total advisors

12,773

Across 4,086 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Lisa Reynolds is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of her advisory role, she is involved in farming through ownership of Reynolds Farm, LLC. Ameriprise is a large institutional firm offering a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement income recommendations delivered in partnership with clients’ financial advisors.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

See office

Farmington, MO Maple Valley Dr

562 Maple Valley Dr

Farmington MO 63640

Advisors at this office

4

Most active in

Missouri · Texas

Work history

23 years of industry experience

Ameriprise

2020 - Present • 6 years

Farmington, MO

Ameriprise Financial Services, Inc.

2005 - 2020 • 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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Collin B

Series 65

Farmington, MO

Black Financial Planning, LLC

Collin Black is the principal of Black Financial Planning, LLC in Farmington, MO, and holds a Series 65 credential with five years of industry experience. His background includes roles at Richard Black, CPA, PC, and involvement in a food truck business, The Noodle Nerd, where he is a part owner. Collin also operates as a sole proprietor providing insurance sales and servicing. Black Financial Planning serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities by offering tailored financial plans and consulting, referring clients to third-party money managers for investment implementation rather than managing assets directly. The firm’s process emphasizes documenting client goals, developing customized plans, and monitoring managers while handling client relationships on a case-by-case basis.

Income planning General tax planning Retirement withdrawal strategies General estate planning guidance
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Cynthia M

Series 63, Series 65

Farmington, MO

Lanark Financial, Inc.

Cynthia Minnis is a financial advisor with NBC Securities, Inc., holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Her career includes long-term roles at Conservative Financial Services, Inc. and American Express Financial Advisors. Outside of finance, she owns and performs with a music business, Cindy Minnis Music. Lanark Financial, Inc. provides investment advisory, financial planning, and portfolio management services to individuals, trusts, businesses, and institutional clients through multiple fee-based programs and managed-account platforms, employing both fundamental and technical analysis in its approach.

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

Series 66

Farmington, MO

Lanark Financial, Inc.

Blake Nephew is a financial advisor with NBC Securities, Inc. in Farmington, MO, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones and U.S. Bancorp Investments, Inc. He serves as a director on the board of the Rotary Club of St. Francois County. NBC Securities operates as a multi-team firm serving a diverse client base. The firm offers investment advisory services and employs a range of fee-based advisory programs and managed-account platforms, utilizing both fundamental and technical analysis along with discretionary and non-discretionary management options.

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

Series 66

Bismark, MO

Prospera Financial Services, inc.

Craig Gissy is a financial advisor at Prospera Financial Services, Inc. with 16 years of industry experience. He holds the Series 66 designation and previously worked at Cutter & Company, Inc. for 12 years before joining Prospera Financial Services in 2025. Prospera Financial Services, Inc. is an enterprise-scale firm serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through 207 advisors and offers investment advisory and financial planning services across various platforms and delivery vehicles.

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

CFP®, Series 63, Series 65

Farmington, MO

Lanark Financial, Inc.

Lisa Sumpter is a CFP® professional affiliated with NBC Securities, Inc. who has 25 years of industry experience. She has worked at First State Financial Management since 2007. Outside of her advisory role, she is a partner in a cattle farming venture with her husband. Lanark Financial, Inc., the firm associated with NBC Securities, provides investment advisory services, financial planning, and portfolio management to individuals, trusts, businesses, and institutional clients. The firm offers multiple advisory programs and employs both fundamental and technical analysis, managing accounts on discretionary or non-discretionary bases.

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

Series 66

Farmington, MO

Lanark Financial, Inc.

Malia Toman is a financial advisor with Lanark Financial, Inc. She holds a Series 66 designation and has two years of industry experience. Her prior roles include positions at First State Financial Management and Town & Country Bank, as well as work in higher education administration and public service. Lanark Financial, Inc. provides investment advisory services, financial planning, and portfolio management to individuals, ERISA-qualified accounts, trusts and estates, businesses, and other institutional clients. The firm offers multiple fee-based advisory programs and managed-account platforms, combining fundamental and technical analysis with discretionary and non-discretionary management approaches.

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