Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
14 years
Location
Richland, MO
LifeSteps Financial
Team
Marylynn Ford is a Series 65-licensed financial advisor with LifeSteps Financial, where she has worked for 14 years. She is part of a seven-advisor team based in Richland, MO. LifeSteps Financial is a team-based registered investment adviser managing approximately $443 million in client assets. The firm serves individuals, high-net-worth clients, trusts, businesses, and retirement plan participants, focusing on asset allocation and diversification through ETFs and tactical adjustments while offering additional services such as bill payment and a short-term cash management program.
Based on LifeSteps Financial
Bill Payment and Reconciliation Service minimum fee $6,000 annually, negotiable
$0 - $500,000: 1.50% $500,000 - $750,000: 1.25% $750,000 - $1,000,000: 1.00% $1,000,000 - $2,500,000: 0.80% $2,500,000 - $5,000,000: 0.70% $5,000,000 - $7,500,000: 0.60% $7,500,000 - $10,000,000: 0.50% $10,000,000 - $15,000,000: 0.45% $15,000,000+: Negotiable
Account minimum: $500,000 Minimum fee: Bill Payment and Reconciliation Service minimum fee of $6,000 annually, negotiable Fee-only: Advisory fees based on assets under management; no commissions or sales charges accepted
Richland, MO
Richland MO
Advisors at this office
1
California · Missouri
14 years of industry experience
Lifesteps Financial, Inc.
2012 - Present • 14 years
Claremont, CA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not 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.
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.
Series 63, Series 65
Lebanon, MO
Lanark Financial, Inc.
Daniel Lusher is a financial advisor at Lanark Financial, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at NBC Securities, Inc. and Country Capital Management Company, among others. Outside of his advisory role, he works seasonally as a package handler for FedEx. Lanark Financial provides investment management, financial planning, and advisory services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in client assets through multiple advisor teams and offers services via discretionary and non-discretionary arrangements.
Series 63, Series 65
Saint Robert, MO
First Command Advisory Services
Mary Morrison is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials. She has one year of industry experience and a prior background serving nine years in the U.S. Navy. First Command Advisory Services is an SEC-registered investment adviser focused on serving individuals, corporate, and charitable clients, with particular attention to active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.
Series 63, Series 65
Saint Robert, MO
First Command Advisory Services
Mark Verry is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses. He has recently transitioned from a 24-year career in the United States Army to the financial services industry and has been with First Command in various roles since 2024. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, leveraging centralized portfolio management and a disciplined manager selection process within an employee-owned structure.
Series 66
Saint Robert, MO
First Command Advisory Services
Jamie Carpenter is a financial advisor with First Command Advisory Services and holds the Series 66 designation. He has seven years of industry experience, including roles at First Command and Infuze Credit Union. Carpenter also owns Jamie Carpenter & Associates, a financial planning business. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs managed through a centralized team that selects model portfolios and third-party managers.
Series 66
St Robert, MO
First Command Advisory Services
Travis Williams is a financial advisor with First Command Advisory Services in St. Robert, Missouri, holding a Series 66 designation and six years of industry experience. He has worked at various First Command entities since 2019 and previously at Bosch and Giant Cement. Williams is also the owner of Travis S Williams & Associates LLC, a business established to support his work with First Command. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team and Wealth Portfolio Managers who select and monitor model portfolios and third-party managers.
Series 66
St Robert, MO
First Command Advisory Services
Michael Hamer is a financial advisor at First Command Advisory Services with five years of industry experience. He holds a Series 66 designation and previously served six years in the United States Air Force. Outside of his advisory role, he owns Michael Hamer and Associates, an independent contract business related to his duties at First Command. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, employing a centralized Investment Management Team to design and manage model portfolios.
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