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2 advisors near 64633
Out of 400,000+ nationwide
Jeffrey A
CFP®, Series 63, Series 66
Carrollton, MO
Edward Jones
Jeffrey Adams is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in residential property ownership in Carrollton, Missouri. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Rex B
Series 66
Carrollton, MO
Cetera
Rex Buhrmester is a financial advisor with Cetera, holding a Series 66 credential and 19 years of industry experience. He has worked with Cetera since 2010 and is also involved with Buttress and Company and Buhrmester, Swearingin and Company, Inc. Outside of advisory roles, he serves on the board of directors for Home Savings and Loan Association and Carroll County Memorial Hospital, and operates a row crop farming business. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts, model portfolios, and third-party managed strategies with retirement and institutional capabilities.
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2 advisors near 64633
Out of 400,000+ nationwide