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Molly Mcgowan Crider

Advisor at Walker Asset Management, LLC — Verona, MO

Updated today

Credentials

Series 66

Experience

20 years

Location

Verona, MO

Walker Asset Management, LLC logo

Walker Asset Management, LLC

Supported

Total advisors

3

Clients per advisor

65 High

Avg AUM per client

$1,597,738 High

HNW client ratio

33% Typical

About

Molly Crider is a financial advisor at Walker Asset Management, LLC with 20 years of industry experience. She holds a Series 66 designation and has worked at SignalPoint Asset Management, Wells Fargo Advisors, and Morgan Stanley Dw Inc. prior to joining Walker Asset Management in 2016. Walker Asset Management provides advisory services to individuals, families, and businesses through discretionary portfolio management and financial planning. The firm focuses on globally diversified portfolios aligned with modern portfolio theory, tailoring strategies to each client’s risk profile and investment objectives.

Client services

Based on Walker Asset Management, LLC

Financial planning Portfolio management

Expertise

Based on Walker Asset Management, LLC

General retirement planning

Occupation focus

Based on Walker Asset Management, LLC

Founder/Business Owner Retired

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Fee options

Other

Account minimum: $1,000,000 Fee-only: Fees generally range from 0.50% to 1.50% depending on complexity; charged in advance and deducted quarterly; fees are negotiated individually and based on services provided, not strictly on assets under management.

Location

Verona, MO

Verona MO

Advisors at this office

3

Most active in

Missouri

Work history

20 years of industry experience

Walker Asset Management, LLC

2016 - Present • 10 years

Springfield, MO

SignalPoint Asset Management LLC

2013 - 2017 • 4 years

Springfield, MO

Wells Fargo Advisors

2007 - 2013 • 6 years

Springfield, MO

Morgan Stanley Dw Inc.

2006 - 2007 • 1 year

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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Leeandra E

Series 65

Verona, MO

Walker Asset Management, LLC

Leeandra Ennes is a financial advisor with Walker Asset Management, LLC, holding a Series 65 designation and five years of industry experience. She previously worked at Salon Service Group and Damar Worldwide. Walker Asset Management provides advisory services to individuals, families, and businesses through discretionary portfolio management and financial planning. The firm uses globally diversified portfolios based on modern portfolio theory and tailors strategies to each client’s risk profile and investment objectives.

General retirement planning Founder/Business Owner Retired
user avatar

Dennis W

Series 63, Series 65

Verona, MO

Walker Asset Management, LLC

Dennis Walker is a financial advisor with Walker Asset Management, LLC in Verona, MO, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His career includes roles at SignalPoint Asset Management, Wells Fargo Advisors, and Morgan Stanley Dw Inc. Walker has led his current firm since 2016. Walker Asset Management provides advisory services to individuals, families, and businesses, including retirement plan participants, through discretionary portfolio management and financial planning. The firm employs a globally diversified investment approach based on modern portfolio theory, tailoring strategies to each client’s risk profile and objectives.

General retirement planning Founder/Business Owner Retired
user avatar

Amanda H

Series 63, Series 66

Aurora, MO

Mass Mutual Investors Services

Amanda Hedrick is a financial advisor with Mass Mutual Investors Services in Aurora, Missouri, holding Series 63 and Series 66 licenses. She has four years of industry experience, including roles at Bankers Life and MassMutual Life Insurance Company. Outside of her advisory work, she is involved in a family-operated cow-calf farming business where she manages animal husbandry and forage production. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational services, emphasizing collaborative annual planning relationships and a broad range of investment strategies.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced

Kedron B

Series 66

Mt Vernon, MO

Edward Jones

Kedron Blecha is a Series 66 licensed financial advisor with Edward Jones in Mt Vernon, MO, where he has worked since 2015. He has 11 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including wrap fee programs and separately managed accounts, and operates under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Wealth management Self-Employed

Jeramie G

CFP®, Series 63

Aurora, MO

Edward Jones

Jeramie Grosenbacher is a CFP®-certified financial advisor with Edward Jones, based in Aurora, MO, and has 27 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he manages a purebred Simmental cattle herd. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary strategies, supported by a large nationwide network of advisors and branch offices.

Retirement income strategy General retirement planning Wealth management Self-Employed
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James H

Series 66

Monett, MO

Edward Jones

James Haston is a Series 66 licensed financial advisor with Edward Jones, based in Monett, Missouri. He has 19 years of industry experience, all with Edward Jones since 2007. Outside of his advisory role, he is involved in branch office ownership activities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory and investment services, including discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

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