user avatar

Mark Turner Riefer

Advisor at Wealth Enhancement Advisory Services, LLC — Rolla, MO

Updated today

Credentials

Series 63, Series 65

Experience

17 years

Location

Rolla, MO 65401

Wealth Enhancement Advisory Services, LLC logo

Wealth Enhancement Advisory Services, LLC

Enterprise

Total advisors

1,001

Across 317 offices

Clients per advisor

81 High

Avg AUM per client

$1,378,035 Very High

HNW client ratio

34% High

About

Mark Riefer is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at Wise Wealth, LLC, Bright Portfolios, LLC, Clear Message Management, LLC, Level Paths LLC, and Clear Money Path. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and retirement plan consulting with an investment approach that combines passive and active management guided by quantitative and fundamental research.

Client services

Based on Wealth Enhancement Advisory Services, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Erisa 3(38) investment manager

Expertise

Based on Wealth Enhancement Advisory Services, LLC

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Wealth Enhancement Advisory Services, LLC

Executive Founder/Business Owner Retired

Demographic focus

Based on Wealth Enhancement Advisory Services, LLC

HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Flat fees from $250 to $50,000 for financial planning and consulting services

Percentage

$0 - $999,999 or less: 1.50% annually $1,000,000 - $2,000,000: 1.25% annually $2,000,000+: 1.00% annually

Commissions

Hybrid advisors may earn commissions on securities sold through brokerage accounts; commissions vary by product

Project-based

Hourly fees up to $600 per hour for financial consulting/planning services

Other

Minimum fee: Minimum annual fees may apply, for example, $40 to $65 minimum annual per account platform fees; minimum annual fee may be waived at WEAS's discretion Fee-only: Financial planning fees up to $25,000; hourly fees up to $600 per hour; flat fees from $250 to $50,000

Location

See office

Rolla, MO

619 N Pine St, Suite B

Rolla MO 65401

Advisors at this office

1

Most active in

Missouri

Work history

17 years of industry experience

Wealth Enhancement Advisory Services

2025 - Present • 1 year

Rolla, MO

Wealth Enhancement Group

2025 - Present • 1 year

Rolla, MO

Wise Wealth, Llc

2024 - 2025 • 1 year

Lee's Summit, MO

Bright Portfolios, LLC

2024 - 2025 • 1 year

Lee's Summit, MO

Clear Message Management, LLC

2018 - 2021 • 3 years

Rolla, MO

Level Paths Llc

2009 - 2025 • 16 years

Rolla, MO

Clear Money Path

2009 - 2024 • 15 years

Rolla, MO

Disclosures

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

Business activities & affiliations

Lindsey S

ChFC®, Series 66

Rolla, MO

Edward Jones

Lindsey Shockley is a financial advisor with Edward Jones in Rolla, Missouri, holding ChFC® and Series 66 designations and bringing 15 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory role, she is involved in construction administrative work and is a member of an LLC managing housing rentals. 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 various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Charitable giving & philanthropy General retirement planning Wealth management Retired Founder/Business Owner Executive

Gary K

Series 66, Series 63

Rolla, MO

Edward Jones

Gary Klossner is a financial advisor at Edward Jones with 27 years of industry experience, all spent at the firm since 1999. He holds Series 63 and Series 66 credentials. Outside of his advisory role, he is co-owner and driver of a race car team based in Rolla, Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, managing over $1 trillion in assets through a nationwide network of financial advisors and branch offices.

General retirement planning Retired Founder/Business Owner Executive
user avatar

Jacob H

Series 66

Saint James, MO

Edward Jones

Jacob Harlan is a financial advisor with Edward Jones in Saint James, MO, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2022, he worked at C M Archer, Cetera, and Maries County Bank. He serves as a board member of the Power of Hope Equestrian Center, participating in monthly meetings and general volunteering. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, investment solutions, and affiliated services supported by a nationwide network of financial advisors and branch offices.

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

Matthew W

Series 63, Series 65, Series 66

Rolla, MO

Edward Jones

Matthew Williams is a financial advisor with Edward Jones in Rolla, Missouri, holding Series 63, Series 65, and Series 66 licenses and bringing 29 years of industry experience. He has worked at Edward Jones since 2015 and concurrently at U.S. Bancorp Investments, Inc. since 2001. Outside his advisory role, Williams serves as president of the Rolla Community Development Corporation, a non-profit overseeing the development of a city industrial park, and he is involved in managing family farming operations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options. The firm is notable for its extensive network of financial advisors and branch offices, and it operates under a fiduciary standard while offering discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and additional services such as tax-efficient investing and securities-based lending.

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

Teresa C

Series 63, Series 66

Rolla, MO

Edward Jones

Teresa Crowell is a financial advisor at Edward Jones in Rolla, MO, holding Series 63 and Series 66 credentials with 19 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Lindell W

Series 66

Rolla, MO

Edward Jones

Lindell Widger is a financial advisor with Edward Jones in Rolla, MO, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory work, Widger has a personal interest in wellness products through an association with Melaleuca. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Retirement withdrawal strategies Founder/Business Owner
Warmer team member

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.

Find your advisor

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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")