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Tedi Christina Hughes

Advisor at Destiny Capital Corporation — Lake Ozark, MO

Updated today

Credentials

CFP®, Series 63

Experience

7 years

Location

Lake Ozark, MO

Destiny Capital Corporation logo

Destiny Capital Corporation

Team

Total advisors

8

Across 6 offices

Clients per advisor

33 Low

Avg AUM per client

$1,470,000 High

HNW client ratio

35% Typical

About

Tedi Hughes is a CFP® professional with seven years of industry experience. He is affiliated with Destiny Capital Corporation and has worked with multiple firms including LPL Financial and Raymond James Financial Services. Hughes is also involved with Aspen Wealth Strategies and The IRA Specialist. Destiny Capital serves individuals, high-net-worth clients, trusts, estates, and entrepreneurs with discretionary portfolio management, financial planning, consulting, and tax services through an affiliated entity. The firm uses a blend of strategic asset allocation based on Modern Portfolio Theory along with tactical adjustments and incorporates ESG analysis in its investment process.

Client services

Based on Destiny Capital Corporation

Financial planning Portfolio management Selection of other advisers Consulting

Expertise

Based on Destiny Capital Corporation

Business exit / sale strategy Charitable giving & philanthropy Tax strategies for small businesses Private / alternative investments

Occupation focus

Based on Destiny Capital Corporation

Founder/Business Owner Executive

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Fee options

Fixed

$2,500 to $20,000 for combined financial planning and investment management; $16,000 per year flat fee in Destiny for Entrepreneurs program

Percentage

$0 - $1,000,000: 1.50% annually $1,000,001 - $5,000,000: 0.95% annually Above $5,000,000+: 0.50% annually

Project-based

$200–$500 per hour for consulting; $395/hour for stand-alone financial planning

Other

Account minimum: $500,000 (may be waived at firm's discretion) Minimum fee: $2,500 minimum recurring quarterly advisory fee for combined services

Location

See office

Lake Ozark, MO

Lake Ozark MO

Advisors at this office

1

Most active in

Missouri

Work history

7 years of industry experience

Destiny Capital Corporation

2026 - Present • 1 year

Denver, CO

Destiny Capital Corporation

2018 - Present • 8 years

Lakewood, CO

Destiny Capital Securities Corporation

2018 - 2021 • 3 years

Lakewood, CO

LPL Financial

2018 - 2018 • 1 year

Centennial, CO

The IRA Specialist

2018 - Present • 8 years

Centennial, OH

Raymond James Financial Services inc

2017 - 2018 • 1 year

Arvada, CO

Aspen Wealth Strategies

2017 - Present • 9 years

Arvada, CO

Raymond james Financial Services, Inc

2017 - 2017 • 1 year

Arvada, CO

University of missouri

2015 - 2017 • 2 years

Columbia, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Brett R

Series 66

Lake Ozark, MO

Quantum Financial Partners LLC

Brett Renner is a Series 66 licensed advisor at Quantum Financial Partners LLC with 14 years of industry experience. He has been with Quantum Financial Partners since 2016. Outside of his advisory role, Renner is involved in several non-investment businesses, including ownership and operational roles in a cannabis production company and a restaurant business in the Lake Ozark area. Quantum Financial Partners provides investment advisory and portfolio management services to individuals, family trusts, corporations, foundations, and small businesses. The firm employs a combination of fundamental, technical, and quantitative analysis and manages both individual accounts and a private pooled investment vehicle with performance-based fees.

Active portfolio management Founder/Business Owner
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Keith H

PFS™, Series 65, Series 66

Sunrise Beach, MO

Dale K. Ehrhart, Inc.

Keith Heil is a financial advisor at Dale K. Ehrhart, Inc. with 25 years of industry experience. He holds the PFS™ designation as well as Series 65 and Series 66 licenses. Heil is also the owner and investment advisor at Arise Wealth Management, LLC and owns Heil CPA Services, LLC. Dale K. Ehrhart, Inc. provides investment management services to individuals, corporations, charitable organizations, and other registered investment advisers. The firm offers portfolio management and model strategies through its Family Office, TAMP, and Private Client divisions, employing a combination of fundamental analysis, diversified mutual fund and ETF approaches, and more active trading techniques.

Options & derivatives strategies Concentrated stock management
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Reece W

Series 65

Osage Beach, MO

Ausdal Financial Partners, Inc.

Reece Waters is a financial advisor at Ausdal Financial Partners, Inc. and holds the Series 65 designation. He has no prior industry experience but has been involved in several entrepreneurial ventures, including ownership in Waters Real Estate Holdings LLC, Waters Development LLC, Waters Estates, LLC, and Blade Runners Mowing Co. Additionally, he has worked in education and hospitality, with roles ranging from teaching in local schools to managing Dog Days Bar and Grill. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a wide range of advisory and financial services tailored to client objectives and supports a multi-custodian platform with both discretionary and non-discretionary account management.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Nathan M

Series 66

Osage Beach, MO

Cornerstone Wealth Management, LLC

Nathan Morse is a financial advisor with Cornerstone Wealth Management, LLC, holding a Series 66 designation and 17 years of industry experience. He has been with Cornerstone Wealth Management and LPL Financial since 2015. Outside of his advisory role, he serves as president of a family business that manages cattle, beehives, and a coin-operated car wash. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand model with advisor-led discretionary management and LPL-sponsored programs, emphasizing tailored investment advice and continuous account supervision.

Charitable giving & philanthropy Founder/Business Owner Retired
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Adam M

Series 66

Osage Beach, MO

Ausdal Financial Partners, Inc.

Adam Maher is a financial advisor at Ausdal Financial Partners, Inc. with nine years of industry experience. He previously worked at Moloney Securities Asset Management LLC and Moloney Securities Co., Inc. for eight years, and Smith, Moore & Co. for one year. Outside of his advisory role, Maher serves as treasurer and board member for several local nonprofit organizations focused on youth and community services. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a team of about 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of investment options and custodial platforms.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Derrick B

CFP®, Series 66

Osage Beach, MO

Ausdal Financial Partners, Inc.

Derrick Brauner is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Ausdal Financial Partners, Inc. He previously worked at Moloney Securities Asset Management, LLC and Smith Moore & Co. Brauner also operates GRAND GLAIZE WEALTH MANAGEMENT as a president, dedicating significant time to its day-to-day operations. Ausdal Financial Partners manages over $2 billion in client assets and offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations. The firm provides a range of portfolio options through both discretionary and non-discretionary strategies and combines advisory, brokerage, and insurance services.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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