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Credentials
CFP®, Series 63, Series 65
Experience Industry experience
29 years
Location
Seymour, MO
Edward Jones
Institution
Richard Cunningham is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He is involved in community activities, including co-directing the Lake Point Community Association and serving as president of the board for Lighthouse Adult Care Services, a grassroots effort to establish an adult daycare facility in Tooele County. Edward Jones is a full-service wealth management firm with over 23,700 advisors, serving a broad client base that includes individual, institutional, and charitable clients. The firm offers a range of advisory programs and investment solutions under a fiduciary standard and maintains a large retail advisor and branch network alongside affiliated financial services.
Based on Edward Jones
Based on Edward Jones
$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)
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.
Seymour, MO
Seymour MO
Advisors at this office
1
Missouri · Texas · Utah
29 years of industry experience
Edward Jones
2015 - Present • 11 years
St Louis, MO
Fidelity
1998 - 2014 • 16 years
Salt Lake City, UT
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is 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.
Is not active or affiliated with:
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 66
Seymour, MO
Gradient Advisors, LLC
Kevin Plain is a financial advisor with Gradient Advisors, LLC, holding a Series 66 designation and one year of industry experience. His background includes roles at Integrity Alliance, Sheepdog Financial LLC, LPL, and UnitedHealthCare. Outside of his advisory work, he is a business owner of IYH Guns LLC and volunteers with Realove Church. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, utilizing a largely non-discretionary model with documented client objectives and risk tolerance.
Series 63, Series 66
Hartville, MO
Mass Mutual Investors Services
Kevin Stokes is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 designations and over 23 years of industry experience. His prior roles include positions at Eagle Strategies LLC, Stokes Financial Strategies, LLC, and New York Life-related entities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved software tools for detailed goal analysis and written recommendations.
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