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11 advisors near 64735
Out of 400,000+ nationwide
Galen D
Series 63, Series 65
Clinton, MO
Eagle Strategies (NY Life)
Galen Dody is a financial advisor with Eagle Strategies (New York Life) based in Clinton, MO, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes roles at Generation Strategies, Farm Generation Strategies, and ongoing ownership of Dody Legacy Group. Dody serves on several nonprofit and community boards, including the Truman Lake Foundation, KMOS-TV public broadcasting, Henry County Historical Society, and AgriLegacy Tomorrow, which supports agricultural education scholarships. Eagle Strategies serves individuals, retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement consulting through a network of over 2,000 advisors. The firm emphasizes client-directed solutions using third-party managers and model portfolios, coordinating investment advice with affiliated insurance and broker-dealer entities as part of New York Life.
Aaron F
Series 66
Clinton, MO
Cetera
Aaron Fickle is a financial advisor with Cetera, holding a Series 66 designation and approximately one year of industry experience. He has worked with firms including Avantax Advisory Services and Cook & Company CPAs + Wealth Management, where he also serves as a small business specialist and wealth management assistant. Aaron is an advisory board member of the Truman Lake Community Foundation. 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 and financial planning services and combines retirement and fiduciary capabilities with its broader trust and institutional network.
Jerry W
Series 63, Series 65
Clinton, MO
OSAIC
Jerry Willis is a financial advisor at Osaic with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services for 17 years. Outside of his advisory role, Willis owns and operates Jerry Willis Insurance, a business focused on the sale of fixed life, health, fixed annuity, and long-term care insurance. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by technology-driven investment processes and access to multiple custodial platforms.
Cindy E
Series 63, Series 65
Clinton, MO
Raymond James & Associates
Cindy Ellis is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her prior roles include positions at LPL Financial and Commerce Brokerage Services, Inc. Outside of finance, she owns and teaches fitness and yoga classes through her business, Cinderellis Fitness, LLC. Raymond James & Associates provides financial planning and investment consulting to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, with a focus that includes public finance and municipal work.
James S
CFP®, Series 66
Clinton, MO
Edward Jones
James Stiegemeyer is a CFP® professional affiliated with Edward Jones, where he has been an advisor since 2016. He holds a Series 66 license and has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.
Benjamin J
Series 63, Series 65
Clinton, MO
Cetera
Benjamin Johnson is a financial professional with 11 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 licenses and previously worked at Cambridge Investment Research Advisors and Securities America. Johnson serves as Board Chairman of Big Brothers Big Sisters of Henry County and holds leadership roles on several local community service boards, including Bright Futures Clinton and the Education Foundation for Clinton Students. Cetera Investment Advisers supports 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 services, combining advisor-managed accounts, model portfolios, and third-party solutions, along with retirement and fiduciary capabilities integrated with its broader institutional network.
Shelly J
Series 66
Clinton, MO
Cambridge Investment Research Advisors
Shelly Johnson is a financial advisor at Cambridge Investment Research Advisors with seven years of industry experience. She holds the Series 66 designation and has been with Cambridge since 2018. Outside of her advisory role, Johnson is involved in community activities related to swimming, serving as president of the Golden Valley Swim Club and secretary of the South Suburban Swim League, as well as coaching at Clinton High School. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services utilizing various account platforms and third-party strategists.
Joseph M
CFP®, Series 66
Clinton, MO
Edward Jones
Joseph Manning is a financial advisor with Edward Jones in Clinton, MO, holding CFP® and Series 66 credentials and having 11 years of industry experience. He has been with Edward Jones since 2014 and is also a partner in Green Arrow Investments, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.
John D
CFP®, Series 66
Clinton, MO
Edward Jones
John Davis is a CFP® and Series 66 designated financial advisor with Edward Jones in Clinton, MO, where he has worked since 2008. He has 17 years of industry experience. Outside of his advisory role, he serves as Vice President of Stanlin Auto & Truck Salvage in Tebbetts, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets through a nationwide network of financial advisors.
Ryan C
Series 63, Series 66
Clinton, MO
Cetera
Ryan Cook is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at Cetera and Avantax firms since 2019 and has managed his own CPA and wealth management practice, Cook & Company CPAs + Wealth Management, LLC, since 2002. Cook is a board member of the Truman Lake Community Foundation, which provides grants to benefit local citizens in Henry County, Missouri. Cetera Investment Advisers serves a broad range 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, fiduciary solutions, and access to various managed account programs and third-party managers.
Ashton C
Series 66
Clinton, MO
Cetera
Ashton Cook is a financial advisor at Cetera with one year of industry experience. He holds the Series 66 designation and has worked previously at Avantax Advisory Services and Avantax Investment Services Inc. In addition to his advisory role, Cook is involved with Cook & Company CPAs + Wealth Management, LLC, where he assists with financial planning and tax preparation services. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management and fiduciary services, combining advisor-managed accounts, model portfolios, and third-party managed solutions.
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11 advisors near 64735
Out of 400,000+ nationwide