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Robert Monroe

Advisor at LPL Financial

Updated today

Location

Dexter, MO 63841

Credentials

CFP®, Series 66

Industry experience

11 years

About

Robert Monroe is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with LPL Financial and previously worked at Edward Jones for 11 years. Monroe is also involved in a non-investment business entity, Monroe Financial Services LLC. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

1420 West Business 60 Highway

Dexter, MO 63841

Most active in

Missouri · Texas

Work history

LPL Financial

2025 - Present (1 year)

Edward Jones

2014 - 2025 (11 years)

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

Matt M

Series 65

Dexter, MO

Bagby Wealth Management

Matt Myers is a financial advisor at Bagby Wealth Management in Dexter, MO, holding a Series 65 designation with one year of industry experience. He previously worked at First Midwest Bank for ten years before joining Bagby Wealth Management. Bagby Wealth Management serves individual, high-net-worth, fiduciary, corporate, and institutional clients by providing investment management, advisory programs, and financial planning services. The firm uses a combination of discretionary tactical investment management and non-discretionary advisory arrangements, beginning client relationships with a detailed financial assessment to tailor suitable programs and risk levels.

Passive / index investing Tax strategies for small businesses Founder/Business Owner Retired
user avatar

Jerry B

Series 63, Series 65

Dexter, MO

Bagby Wealth Management

Jerry Bagby is a financial advisor at Bagby Wealth Management with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Bagby Investment Consultants since 1994. Outside of advisory work, he manages a small equipment rental business that owns an airplane and serves as trustee for several family-related trusts. Bagby Wealth Management serves individual, high-net-worth, fiduciary, corporate, and institutional clients, offering investment management, advisory programs, and financial planning. The firm employs a mix of discretionary and non-discretionary accounts, including a tactical, rules-based investment approach called Tactical Investment Management (TIM).

Passive / index investing Tax strategies for small businesses Founder/Business Owner Retired

Gary E

Series 66

Dexter, MO

Edward Jones

Gary Eaton is a financial advisor with Edward Jones, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Walmart for 24 years. He serves as the board president for the Bernie R13 School District, where he is involved in guidance and creation of school policy as well as evaluation of the superintendent. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors.

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Wealth management Retired Founder/Business Owner Executive

Austin F

Series 66

Dexter, MO

Edward Jones

Austin Fridley is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has worked previously at First State Community Bank and State Bank of Southwest Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients with discretionary and non-discretionary investment strategies. The firm manages over $1 trillion in assets and maintains a large network of advisors and branch offices across the United States.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive

Madison F

CFP®, Series 66

Dexter, MO

Edward Jones

Madison Fridley is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, Madison worked at First State Community Bank and Missouri State University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive
user avatar

Allie R

Series 66

Dexter, MO

LPL Financial

Allie Rowland is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Edward Jones, National Title and Escrow, and Shelter Insurance Companies. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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