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2 advisors near 63565
Out of 400,000+ nationwide
Allen L
ChFC®, Series 63
Exline, IA
Integrity Alliance, LLC
Allen Lakner is a financial advisor with Integrity Alliance, LLC, holding the ChFC® designation and Series 63 license, with nine years of industry experience. He has worked at Brokers International Financial Services, LLC since 2016 and operates NEHI Firearms Training LLC, where he provides firearms training and certification. Lakner is also self-employed through Lamb Financial Services, where he has been involved in advisory, insurance, and securities product sales since 2001. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides asset management, financial planning, and retirement plan consulting using various portfolio management approaches and access to multiple custodial platforms and third-party programs.
Craig C
Series 63, Series 66
Unionville, MO
Ameriprise
Craig Comstock is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has worked at Ameriprise since 2018, previously spending 17 years with Investment Professionals Inc. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.
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2 advisors near 63565
Out of 400,000+ nationwide