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Troy Andrew Van Rie

Advisor at Smith, Moore & Co. — Kirksville, MO

Updated today

Credentials

Series 63, Series 65

Experience

34 years

Location

Kirksville, MO 63501

Smith, Moore & Co. logo

Smith, Moore & Co.

Multi-team

Total advisors

45

Across 11 offices

Clients per advisor

91 High

Avg AUM per client

$530,650 Typical

HNW client ratio

31% High

About

Troy Van Rie is a financial advisor at Smith, Moore & Co. in Kirksville, MO, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has been with Smith, Moore & Co. since 2016. Smith, Moore & Co. provides investment advisory and financial planning services to individuals, corporations, and pension/profit-sharing plans, managing assets across a range of securities and alternative investments. The firm uses an open-architecture investment approach that includes proprietary models, individual advisor portfolio construction, and outsourced managers, with services tailored to clients’ objectives and risk tolerances.

Client services

Based on Smith, Moore & Co.

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Smith, Moore & Co.

Business succession planning

Occupation focus

Based on Smith, Moore & Co.

Founder/Business Owner Executive

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Fee options

Commissions

Commissions and other transaction-based compensation are received when clients effect securities transactions through Smith Moore broker-dealer; includes 12b-1 fees and insurance commissions

Project-based

Investment consulting and financial planning services charged hourly, ranging from $125 to $600 per hour, negotiable

Other

Minimum fee: Open Architecture Advisory Plan: $400 annually; Smith Moore Select Models Advisory Plan: $135 (qualified accounts) or $100 (non-qualified accounts) annually Fee-only: Investment advisory fees generally range between 0.5% and 3% annually, negotiable per client

Location

See office

Kirksville, MO

1527 North New Street

Kirksville MO 63501

Advisors at this office

1

Most active in

Missouri

Work history

34 years of industry experience

Smith, Moore & Co.

2016 - Present • 10 years

Kirksville, MO

U.S. Bancorp Investments, Inc.

2006 - 2016 • 10 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

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James M

ChFC®, Series 63

Kirksville, MO

USAdvisors Wealth Management, LLC

James Morton is a Chartered Financial Consultant (ChFC®) with 38 years of industry experience. He is currently with USAdvisors Wealth Management, LLC and previously worked at Securities America, Inc. and Alliant Bank. Morton is also the owner of Morton Financial Solutions, LLC, where he provides securities sales, advisory services, and fixed insurance sales. USAdvisors Wealth Management, LLC is an SEC-registered multi-advisor firm serving individuals, trusts, charitable organizations, and businesses. The firm combines model-portfolio strategies with fundamental security selection and offers a range of investment options, including socially responsible portfolios and alternative investments.

ESG / Sustainable investing Business exit / sale strategy Business succession planning Tax strategies for small businesses Founder/Business Owner Executive
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Cody W

Series 66

Kirksville, MO

Empower Advisory Group

Cody Weichelt is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. Prior to joining the firm, he worked at Truman State University and A.T. Still University and spent twelve years at Hy-Vee. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm utilizes an integrated model tied to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Rebecca P

Series 66

Kirksville, MO

OSAIC Institutions, INC.

Rebecca Perrigo is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and three years of industry experience. Her prior work history includes roles at multiple financial institutions such as MA Bank, Farmers Bank of Northern Missouri, Bank of Kirksville, Voya Financial Advisors, Edward Jones, and Infinex Investments, Inc. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, access to alternative investments, and lending solutions, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary account management.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Gavin M

Series 66

Kirksville, MO

Edward Jones

Gavin Miranda is a financial advisor with Edward Jones in Kirksville, MO, holding a Series 66 designation and beginning his financial services career in 2026. Prior to joining Edward Jones, he worked at Bank Midwest and Central Bank of Boone County, and has several years of experience in education at La Plata R-II High School and Moberly Area Community College. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and investment solutions. The firm is notable for its large retail advisor network, affiliated mutual funds, and trust company services.

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

CFP®, Series 66

Kirksville, MO

Edward Jones

Yosef Mc Hugh 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, he worked for Missouri Farm Bureau Insurance from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

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

Series 66

Kirksville, MO

LPL Financial

Jeffery Jachura is a Series 66-licensed financial advisor with 16 years of industry experience, currently with LPL Financial since 2015. His prior experience includes roles at Cornerstone Wealth Management and Edward Jones. He is involved in speaking engagements through Jachura Consulting and provides non-variable insurance services with the Pickett Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, featuring model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

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