Paul Meinsen

Advisor at Edward Jones — Farmington, MO

Updated today

Credentials

CFP®, Series 66

Experience

10 years

Location

Farmington, MO 63640

Edward Jones logo

Edward Jones

Institution

Total advisors

24,285

Across 14,119 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Paul Meinsen is a CFP® and holds a Series 66 designation with Edward Jones, where he has worked for 10 years. Based in Farmington, MO, he has experience in wealth management at Edward Jones since 2016. Outside of his advisory role, he is the owner of 4PM Enterprises, LLC, which invests in commercial real estate. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, and combines a large retail advisor network with affiliated capabilities such as a trust company and proprietary mutual funds.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Wealth management ESG / Sustainable investing

Occupation focus

Founder/Business Owner

Demographic focus

Values-based investing Religious/faith focused

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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

Farmington, MO

Farmington MO

Advisors at this office

1

Most active in

Missouri · Texas

Work history

10 years of industry experience

Edward Jones

2016 - Present • 10 years

St Louis, 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

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
user avatar

Cynthia M

Series 63, Series 65

Farmington, MO

Lanark Financial, Inc.

Cynthia Minnis is a financial advisor with Lanark Financial, Inc. in Farmington, MO, holding Series 63 and Series 65 licenses and having 36 years of industry experience. She has worked at Conservative Financial Services, Inc. since 1998 and American Express Financial Advisors since 1992. Outside of finance, she owns and performs in a music business called Cindy Minnis Music. Lanark Financial offers investment management, financial planning, and related advisory services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in assets through multiple advisor teams and provides a combination of discretionary and non-discretionary services using third-party sub-advisers and model portfolios.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General estate planning guidance
user avatar

Blake N

Series 66

Farmington, MO

Lanark Financial, Inc.

Blake Nephew is a financial advisor with Lanark Financial, Inc. in Farmington, MO, holding a Series 66 credential and eight years of industry experience. His prior experience includes roles at U.S. Bancorp Investments and Edward Jones. He is a director of the Rotary Club of St. Francois County, a nonprofit organization. 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 assets across multiple advisor teams and offers a range of program-based accounts using third-party and affiliated sub-advisers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General estate planning guidance
user avatar

Craig G

Series 66

Bismark, MO

Prospera Financial Services, inc.

Craig Gissy is a Series 66-licensed financial advisor with 16 years of industry experience. He is currently with Prospera Financial Services, Inc., joining in 2025 after 12 years at Cutter & Company, Inc. and four years at Edward Jones. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing over $14 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning and portfolio management through a variety of advisory programs and third-party platforms.

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

Lisa S

CFP®, Series 63, Series 65

Farmington, MO

Lanark Financial, Inc.

Lisa Sumpter is a CFP® with 25 years of experience in financial advising. She is currently with Lanark Financial, Inc. and has prior experience at First State Financial Management, Money Concepts Capital Corp, and U.S. Bancorp Investments. Outside of her advisory work, she is a partner in a cattle farming business with her husband. Lanark Financial, Inc. provides investment management and financial planning services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and offers a range of program-based accounts through various platforms.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General estate planning guidance
user avatar

Malia T

Series 66

Farmington, MO

Lanark Financial, Inc.

Malia Toman is a financial advisor at Lanark Financial, Inc. with a Series 66 designation and two years of industry experience. Her prior roles include positions at First State Financial Management and Town & Country Bank. Lanark Financial provides investment management, financial planning, and related advisory services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and offers program-based accounts through various platforms.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General estate planning guidance
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