user avatar

Robert Toombs Dixon III

Advisor at Cambridge Investment Research Advisors — Mexico, MO

Updated today

Credentials

Series 63, Series 65

Experience

31 years

Location

Mexico, MO 65265

Cambridge Investment Research Advisors logo

Cambridge Investment Research Advisors

Institution

Total advisors

3,919

Across 2,199 offices

Clients per advisor

91 Typical

Avg AUM per client

$378,281 Low

HNW client ratio

13% Typical

About

Robert Dixon III is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and providing advisory services for over 31 years. He has been with Cambridge since 2004 and its affiliated advisor firm since 2005. Outside of his advisory role, he coaches swimming at the YMCA and performs as an entertainer for weddings and events. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Client services

Based on Cambridge Investment Research Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Market timing

Expertise

Based on Cambridge Investment Research Advisors

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

Occupation focus

Based on Cambridge Investment Research Advisors

Self-Employed

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

For financial planning and consulting, flat fees generally do not exceed $25,000 but may be higher based on complexity; For WealthPort setup fee generally less than 1% of assets or $1,000

Percentage

$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000+: 1.00%

Commissions

Financial Professionals acting as Registered Representatives receive commissions on securities and insurance sales

Project-based

Generally up to $500 per hour for financial planning and consulting services; up to $500 per hour for retirement plan advisory services

Subscriptions

Financial Wellness services paid by employer; flat or hourly fees per agreement

Other

Account minimum: $5,000 Minimum fee: Minimum WealthPort program fee of $250 annually for CAAP® and UMA accounts

Location

See office

Mexico, MO

222 S Jefferson St., Suite 207

Mexico MO 65265

Advisors at this office

1

Most active in

Missouri

Work history

31 years of industry experience

Cambridge Investment Research Advisors

2005 - Present • 21 years

Fairfield, IA

Cambridge Investment Research, INC

2004 - Present • 22 years

Fairfield, IA

Securian Financial Services, Inc.

2002 - 2004 • 2 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

Andrew B

Series 65

Mexico, MO

Baker Capital Management

Andrew Baker is the sole advisor at Baker Capital Management in Mexico, Missouri, holding a Series 65 designation with seven years of industry experience. He has operated under the Baker Capital Management name since 1991. Baker Capital Management provides portfolio management services for individuals, trusts, estates, and charitable organizations, managing approximately 45 client relationships with $13.4 million in assets. The firm emphasizes fundamental analysis for security selection, focusing on long-term equity holdings and bond portfolios structured to generate stable income, with asset allocations tailored to individual client needs.

Wealth management
user avatar

Scott A

Series 63, Series 65

Centralia, MO

Angell Capital Management, LLC

Scott Angell is a financial advisor with Angell Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Angell Capital Management since 2000 and was previously with 1522 Long Term Care Advisors, LLC from 2018 to 2024. Angell Capital Management provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm’s investment process emphasizes asset allocation through traditional methods, quantitative techniques, and behavioral finance, primarily using mutual funds and ETFs tailored to clients’ objectives and risk tolerance.

General retirement planning Cash flow / budgeting
user avatar

Debra H

Series 63, Series 65

Mexico, MO

GWN Securities Inc.

Debra Hopke is a financial advisor at GWN Securities Inc. with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at GWN Securities since 2010. Outside of her advisory role, she owns a CPA practice specializing in tax preparation and financial statements and serves as the treasurer of the Laddonia-Farber Special Road District. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs and financial planning. The firm employs a range of discretionary portfolio management strategies and utilizes both affiliated and unaffiliated sub-advisers, with a notable focus on market-timing and momentum-based approaches.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
user avatar

Gara C

Series 66

Mexico, MO

Edward Jones

Gara Cornelison Analla is a Series 66–licensed financial advisor with Edward Jones, based in Mexico, MO. She has 14 years of industry experience and has been with Edward Jones since 2010. 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 manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

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

Todd G

Series 63, Series 66

Mexico, MO

Edward Jones

Todd Geeson is a financial advisor at Edward Jones with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard with approximately $1.01 trillion in assets under management supported by a nationwide network of more than 23,700 financial advisors.

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

Kevin D

Series 66

Mexico, MO

Edward Jones

Kevin Duncan is a financial advisor with Edward Jones in Mexico, Missouri, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Bank of Missouri, LPL Financial, Cambridge Investment Research Advisors, and Martinsburg Bank and Trust. Outside of advising, he serves as the head bowling coach at Central Methodist University and is a competitor in the Professional Bowlers Association. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retirement withdrawal strategies Retired Founder/Business Owner Executive
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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

© 2026 Warmer Holdings Inc. (“Warmer”)