Todd Geeson

Advisor at Edward Jones

Updated today

Location

Mexico, MO 65265-4104

Credentials

Series 63, Series 66

Industry experience

15 years

About

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.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

3616 S Clark St

Mexico, MO 65265-4104

Most active in

Missouri · Texas

Work history

Edward Jones

2013 - Present (13 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

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 with GWN Securities Inc. holding Series 63 and Series 65 licenses and has 32 years of industry experience. She has worked at GWN Securities since 2010 and also maintains a CPA practice, Hopke & Associates, specializing in tax preparation and financial statement services. Additionally, she serves as treasurer for the Laddonia-Farber Special Road District and is a brand partner for a health-phototherapy company. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through discretionary managed accounts and financial planning. The firm operates a large network of advisors and offers a range of managed-account programs and model portfolios, including legacy market-timing and momentum-based strategies.

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 financial advisor with Edward Jones in Mexico, Missouri. She holds a Series 66 designation and has 13 years of industry experience, having worked at Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies and affiliated products supported by a nationwide network of over 23,700 financial advisors. The firm provides both discretionary and non-discretionary advisory services under a fiduciary standard.

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

Robert G

Series 63

Centralia, MO

Edward Jones

Robert George is a financial advisor with Edward Jones in Centralia, MO, holding a Series 63 designation and 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 advisors and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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 at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of Missouri, LPL Financial, Cambridge Investment Research Advisors, Martinsburg Bank and Trust, and Vsr Financial Services. Outside of finance, Duncan is a professional bowler and serves as the head bowling coach at Central Methodist University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retired Founder/Business Owner Executive
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