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Shelby Erin Terrill

Advisor at Momentum Independent Network Inc. — Hannibal, MO

Updated today

Credentials

Series 66

Experience

18 years

Location

Hannibal, MO 63401

Momentum Independent Network Inc. logo

Momentum Independent Network Inc.

Multi-team

Total advisors

100

Across 61 offices

Clients per advisor

28 Very Low

Avg AUM per client

$553,086 Typical

HNW client ratio

14% Typical

About

Shelby Terrill is a financial advisor at Momentum Independent Network Inc. with 18 years of industry experience. He holds the Series 66 designation and previously worked at Stifel Independent Advisors, LLC for 10 years. Outside of his advisory role, Terrill is a co-owner and operator of a local coffee shop in Hannibal, MO, and serves on the board of the Hannibal Regional Foundation, a nonprofit supporting the local healthcare system, as well as the finance council for Holy Family Catholic Church and School. Momentum Independent Network Inc. serves individuals, corporate and institutional clients, and retirement plans with investment advisory, portfolio management, financial planning, and brokerage services. The firm offers a range of discretionary and non-discretionary portfolios through multiple managed account programs and integrates broker-dealer operations with banking and municipal advisory capabilities.

Client services

Based on Momentum Independent Network Inc.

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Momentum Independent Network Inc.

Tax-loss harvesting Wealth management Retirement income strategy Private / alternative investments

Occupation focus

Based on Momentum Independent Network Inc.

Founder/Business Owner Retired Executive

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Fee options

Fixed

Fixed fees charged quarterly or annually for financial planning/consulting services; varies based on scope and complexity

Percentage

$0 - $249,999: 2.25% (Individual Securities), 1.75% (Mutual Fund/ETF/UIT Only Accounts) - Aviator/Co-Pilot/Partner-TPC Program $250,000 - $499,999: 2.00% (Individual Securities), 1.50% (Mutual Fund/ETF/UIT Only Accounts) - Aviator/Co-Pilot/Partner-TPC Program $500,000 - $999,999: 1.75% (Individual Securities), 1.25% (Mutual Fund/ETF/UIT Only Accounts) - Aviator/Co-Pilot/Partner-TPC Program $1,000,000+: 1.50% (Individual Securities), 1.00% (Mutual Fund/ETF/UIT Only Accounts) - Aviator/Co-Pilot/Partner-TPC Program $0 - $249,999: 2.90% - 3.00% (Equity/Balanced SMA Portfolios), 1.55% - 1.65% (Fixed Income SMA Portfolios) - Passport Series/Momentum Pathways $250,000 - $499,999: 2.40% - 2.50% (Equity/Balanced SMA Portfolios), 1.40% - 1.50% (Fixed Income SMA Portfolios) - Passport Series/Momentum Pathways $500,000 - $999,999: 2.15% - 2.25% (Equity/Balanced SMA Portfolios), 1.25% - 1.35% (Fixed Income SMA Portfolios) - Passport Series/Momentum Pathways $1,000,000 - $4,000,000: 1.90% - 2.00% (Equity/Balanced SMA Portfolios), 1.05% - 1.15% (Fixed Income SMA Portfolios) - Passport Series/Momentum Pathways $5,000,000+: 1.75% - 1.85% (Equity/Balanced SMA Portfolios), 0.90% - 1.00% (Fixed Income SMA Portfolios) - Passport Series/Momentum Pathways $0 - $249,999: 3.00% (ETF/Equity/Balanced Portfolios), 1.65% (Fixed Income Portfolios), 1.75% (Mutual Funds) - Gateway FSP Program $250,000 - $499,999: 2.50% (ETF/Equity/Balanced Portfolios), 1.50% (Fixed Income Portfolios), 1.50% (Mutual Funds) - Gateway FSP Program $500,000 - $999,999: 2.00% (ETF/Equity/Balanced Portfolios), 1.35% (Fixed Income Portfolios), 1.25% (Mutual Funds) - Gateway FSP Program $1,000,000+: 1.85% (ETF/Equity/Balanced Portfolios), 1.15% (Fixed Income Portfolios), 1.10% (Mutual Funds) - Gateway FSP Program $0 - $249,999: 3.00% - Compass UMA Program $250,000 - $499,999: 2.50% - Compass UMA Program $500,000 - $999,999: 2.25% - Compass UMA Program $1,000,000 - $4,000,000: 2.00% - Compass UMA Program $4,000,000+: 1.85% - Compass UMA Program $0 - $249,999: 1.75% - Endeavor Program $250,000 - $499,999.99: 1.50% - Endeavor Program $500,000 - $999,999.99: 1.25% - Endeavor Program $1,000,000+: 1.00% - Endeavor Program $0 - $249,999: 2.25% - Navigator UMA Program $250,000 - $499,999: 2.00% - Navigator UMA Program $500,000 - $999,999: 1.75% - Navigator UMA Program $1,000,000+: 1.50% - Navigator UMA Program $0 - $249,999: 3.00% (ETF/Equity/Balanced Portfolios), 1.65% (Fixed Income Portfolios), 1.75% (Mutual Fund Portfolio) - Explorer Program $250,000 - $499,999: 2.50% (ETF/Equity/Balanced Portfolios), 1.50% (Fixed Income Portfolios), 1.50% (Mutual Fund Portfolio) - Explorer Program $500,000 - $999,999: 2.00% (ETF/Equity/Balanced Portfolios), 1.35% (Fixed Income Portfolios), 1.25% (Mutual Fund Portfolio) - Explorer Program $1,000,000+: 1.85% (ETF/Equity/Balanced Portfolios), 1.15% (Fixed Income Portfolios), 1.10% (Mutual Fund Portfolio) - Explorer Program

Project-based

$250 to $500 per hour for financial planning/consulting services

Other

Account minimum: $25,000

Location

See office

Hannibal, MO

2903 Palmyra Rd

Hannibal MO 63401

Advisors at this office

1

Most active in

Missouri

Work history

18 years of industry experience

Momentum Independent Network Inc.

2026 - Present • 1 year

Hannibal, MO

Stifel Independent Advisors, LLC

2016 - 2026 • 10 years

St. Louis, MO

Equitable Advisors

2013 - 2016 • 3 years

Springfield, IL

Merrill

2011 - 2013 • 2 years

Edward Jones

2008 - 2011 • 3 years

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

Albert P

Series 63, Series 65

Hannibal, MO

Pettibone Wealth Management, LLC

Albert Pettibone is a financial advisor at Pettibone Wealth Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Pettibone Wealth Management since 2008. Pettibone Wealth Management provides discretionary and non-discretionary investment management services to individuals, trusts, small businesses, and employee retirement plans. The firm employs an investment approach based on asset allocation and Modern Portfolio Theory, utilizing institutional research and a combination of long-term and tactical strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business sale tax planning
user avatar

Patrick B

Series 63, Series 65

Hannibal, MO

LPL Financial

Patrick Benson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has previously worked at Securities America Advisors and National Planning Corporation, and he has operated Benson Financial Group since 2007. Outside of his advisory work, Benson owns and manages several business entities related to insurance and tax purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technological tools and a large network of advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Bradley K

Series 66

Hannibal, MO

Edward Jones

Bradley Kurz is a financial advisor with Edward Jones in Hannibal, MO, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory work, Kurz serves on the Board of Directors for Hannibal Regional Health System and is chairman of the Missouri United Methodist Conference Finance and Administration committee. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

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

Aaron H

Series 66

Hannibal, MO

LPL Financial

Aaron Hill is a financial advisor with LPL Financial holding a Series 66 designation and two years of industry experience. His prior roles include positions at Securities America Advisors and Benson Financial Group. He has also worked in academic settings at Culver-Stockton College and East Central University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing various investment strategies supported by advanced research and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Kathy Q

Series 66

Hannibal, MO

Edward Jones

Kathy Quinn is a financial advisor with Edward Jones in Hannibal, MO, holding the Series 66 designation and 19 years with the firm. She has two years of industry experience and also works part-time in customer service for a retail catalog company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices.

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

Anthony S

Series 63, Series 66

Hannibal, MO

Edward Jones

Anthony Straube is a financial advisor with Edward Jones in Hannibal, MO, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Straube is involved in community fundraising as an Event Lead on the planning board for the American Cancer Society's Relay for Life in Marion County, Missouri. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment options. The firm is notable for its extensive retail advisor network, affiliated capabilities including a trust company and mutual funds, and a fiduciary standard in providing advisory services.

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