Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65, Series 66
Experience Industry experience
19 years
Location
Warrensburg, MO
Fortitude Advisory Group L.L.C.
Team
Steven Farr is a financial advisor with Fortitude Advisory Group L.L.C. in Warrensburg, Missouri, holding Series 63, 65, and 66 licenses and 19 years of industry experience. His prior experience includes roles at Edward Jones, Securities America Advisors, and Walnut Street Securities. Outside of advising, he is the owner of an advertising business, The Passport Inc., and RaiseWay in Boonville, Missouri. Fortitude Advisory Group L.L.C. serves individuals, retirement trusts, pension and profit-sharing plans, charitable organizations, and some businesses, offering portfolio management and financial planning through a team of advisors. The firm employs a range of strategies including discretionary and non-discretionary account management, third-party money manager selection, and overlay services, and operates with multiple affiliated entities across several offices.
Based on Fortitude Advisory Group L.L.C.
Based on Fortitude Advisory Group L.L.C.
Financial planning fees may be charged as flat fees; amounts not specified
$0 - N/A: up to 2.2% per year maximum total portfolio management fee +:
Certain Financial Advisors may receive commissions for insurance sales and securities transactions separately from advisory fees
Hourly financial planning fees charged; specific rates not stated
Performance-based fees offered only to certain qualified clients under Aperture Advisors DBA; negotiable percentages
Account minimum: $25,000 Fee-only: Financial planning fees either flat amount, percentage of assets under advisement, or hourly fee; variable and negotiated per client
Warrensburg, MO
Warrensburg MO
Advisors at this office
1
Missouri
19 years of industry experience
Fortitude Advisory Group L.L.C.
2021 - Present • 5 years
Gig Harbor, WA
Edward Jones
2013 - 2021 • 8 years
St Louis, MO
Securities America Advisors, Inc.
2005 - 2006 • 1 year
Boonville, MO
Walnut Street Securities, Inc.
2004 - 2005 • 1 year
Boonville, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A client's investment-related complaint, arbitration or lawsuit, including ones that were denied, withdrawn or settled.
Is not 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.
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 65
Warrensburg, MO
Snider Financial Group
Adelaide Bianca David is a financial advisor with Snider Financial Group, holding a Series 65 credential and one year of industry experience. Her prior roles include positions at LPL Financial LLC and WestPac Wealth Partners, as well as experience with SeaWorld Parks & Entertainment and San Diego State University. Snider Financial Group provides personalized financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $550 million in regulatory assets across about 514 clients, offering comprehensive services that include retirement and tax planning, insurance review, and portfolio management through custodial platforms and third-party managers.
Series 63, Series 65
Warransburg, MO
First Command Advisory Services
Kayla Hemmesch is a financial advisor at First Command Advisory Services with Series 63 and Series 65 licenses and one year of industry experience. She served in the United States Air Force from 2016 to 2026 before joining First Command. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs using model portfolios selected by a centralized Investment Management Team.
Series 63, Series 65
Warrensburg, MO
First Command Advisory Services
Christopher Brockway is a financial advisor with First Command Advisory Services, holding Series 63 and 65 licenses and two years of industry experience. He has been affiliated with multiple divisions of First Command since 2023 and concurrently serves full time in the Missouri Air National Guard. Outside of his advisory work, Brockway owns and operates a regional racing team, Chris Brockway Racing, which competes in events around Missouri and Kansas. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.
Series 63, Series 65
Warrensburg, MO
First Command Advisory Services
Anthony Carter is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience with several entities within First Command as well as roles in agricultural operations at Tyler Farms and BK Farms. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers using model portfolios and third-party managers selected from prescreened lists.
Series 66
Warrensburg, MO
Cetera
Andrea Houseworth is a financial advisor at Cetera with five years of industry experience. She holds the Series 66 designation and has worked with Murdock Banner Financial Group LLC and Cetera Advisors LLC in various capacities since 2013. Outside of her advisory role, she serves on the advisory board of the University of Central Missouri's Finance Department and is a member of local military and community committees in Warrensburg, MO. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.
CFP®, Series 66
Warrensburg, MO
Edward Jones
Mackenzie Valentine is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, Mackenzie worked at LeCluyse Trenching Inc. from 2014 to 2017. Outside of advising, Mackenzie is an owner and operator of a single-family rental property in Warrensburg, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs. The firm is notable for its extensive advisor and branch network, fiduciary standard of care, and affiliated investment and lending capabilities.
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