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6 advisors near 64468
Out of 400,000+ nationwide
Chad H
Series 66
Maryville, MO
Edward Jones
Chad Hannigan is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies under a fiduciary standard. The firm is recognized for its extensive network of financial advisors and branch offices, as well as its affiliated capabilities including trust services and proprietary investment products.
Scott N
Series 66
Maryville, MO
Edward Jones
Scott Nielson is a financial advisor with Edward Jones in Maryville, MO, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2020, he worked with the Rochester Catholic School System and the Northwest Missouri State University Athletic Department. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.
Dannen M
Series 66
Maryville, MO
Cetera
Dannen Merrill is a financial advisor at Cetera with a Series 66 credential and four years of industry experience. He has held roles at Cetera and its affiliates since 2021 and serves as mayor of Maryville, MO. Merrill is also involved in several local organizations, including serving as president of the Phi Sigma Kappa Epsilon Nu Alumni Association and treasurer for both the Marville Downtown Improvement Organization and The American Legion Boys State of Missouri. Cetera Investment Advisers serves a broad mix of individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, deploying a combination of advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions.
Janette P
CFP®, Series 66
Maryville, MO
Edward Jones
Janette Padgitt is a CFP® with 14 years of industry experience and has been with Edward Jones since 2011. She holds the Series 66 designation and owns an Edward Jones office in Maryville, MO. She is also an author of lab units for Cengage Learning. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, managing over $1 trillion in assets through a large network of advisors and branch offices nationwide.
James K
Series 63, Series 66
Maryville, MO
Edward Jones
James Kurz is a financial advisor at Edward Jones with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2004. Outside of his advisory role, Kurz serves as a board member for the Maryville School District in Maryville, Missouri. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, supported by a nationwide network of more than 23,700 financial advisors.
Kelli N
Series 66
Maryville, MO
Edward Jones
Kelli Nelson is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Talent Groups and Queen Consulting Group, Inc. She was also employed by the International Association of Administrative Professionals for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
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6 advisors near 64468
Out of 400,000+ nationwide