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12 advisors near 65240
Out of 400,000+ nationwide
Andrew B
Series 65
Mexico, MO
Baker Capital Management
Andrew Baker is the sole advisor at Baker Capital Management in Mexico, Missouri, holding a Series 65 designation with seven years of industry experience. He has operated under the Baker Capital Management name since 1991. Baker Capital Management provides portfolio management services for individuals, trusts, estates, and charitable organizations, managing approximately 45 client relationships with $13.4 million in assets. The firm emphasizes fundamental analysis for security selection, focusing on long-term equity holdings and bond portfolios structured to generate stable income, with asset allocations tailored to individual client needs.
Scott A
Series 63, Series 65
Centralia, MO
Angell Capital Management, LLC
Scott Angell is a financial advisor with Angell Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Angell Capital Management since 2000 and was previously with 1522 Long Term Care Advisors, LLC from 2018 to 2024. Angell Capital Management provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm’s investment process emphasizes asset allocation through traditional methods, quantitative techniques, and behavioral finance, primarily using mutual funds and ETFs tailored to clients’ objectives and risk tolerance.
Debra H
Series 63, Series 65
Mexico, MO
GWN Securities Inc.
Debra Hopke is a financial advisor with GWN Securities Inc. holding Series 63 and Series 65 licenses and has 32 years of industry experience. She has worked at GWN Securities since 2010 and also maintains a CPA practice, Hopke & Associates, specializing in tax preparation and financial statement services. Additionally, she serves as treasurer for the Laddonia-Farber Special Road District and is a brand partner for a health-phototherapy company. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through discretionary managed accounts and financial planning. The firm operates a large network of advisors and offers a range of managed-account programs and model portfolios, including legacy market-timing and momentum-based strategies.
Gara C
Series 66
Mexico, MO
Edward Jones
Gara Cornelison Analla is a financial advisor with Edward Jones in Mexico, Missouri. She holds a Series 66 designation and has 13 years of industry experience, having worked at Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies and affiliated products supported by a nationwide network of over 23,700 financial advisors. The firm provides both discretionary and non-discretionary advisory services under a fiduciary standard.
Todd G
Series 63, Series 66
Mexico, MO
Edward Jones
Todd Geeson is a financial advisor at Edward Jones with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard with approximately $1.01 trillion in assets under management supported by a nationwide network of more than 23,700 financial advisors.
Robert G
Series 63
Centralia, MO
Edward Jones
Robert George is a financial advisor with Edward Jones in Centralia, MO, holding a Series 63 designation and 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 advisors and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Kevin D
Series 66
Mexico, MO
Edward Jones
Kevin Duncan is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of Missouri, LPL Financial, Cambridge Investment Research Advisors, Martinsburg Bank and Trust, and Vsr Financial Services. Outside of finance, Duncan is a professional bowler and serves as the head bowling coach at Central Methodist University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of financial advisors and branch offices.
Robert D
Series 63, Series 65
Mexico, MO
Cambridge Investment Research Advisors
Robert Dixon III is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and Cambridge Investment Research, Inc. since 2004. Outside of his advisory work, Dixon is involved as a swim coach at the YMCA and performs as an entertainer for weddings and events. Cambridge Investment Research Advisors, Inc. 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 to deliver investment advice.
Patrick R
Series 66
Mexico, MO
Edward Jones
Patrick Ryan is a financial advisor with Edward Jones in Mexico, MO, holding a Series 66 designation and 20 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he serves on the endowment committee of the Presser Performing Arts Center and manages financial decisions for the Oak Tree Club LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products. The firm is noted for its extensive network of advisors and branches, offering both discretionary and non-discretionary strategies under a fiduciary standard.
Joshua H
Series 66
Centralia, MO
Edward Jones
Joshua Hanley is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously worked at Commerce Bank for 13 years before joining Edward Jones in 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.
Ross F
Series 63, Series 66
Mexico, MO
Edward Jones
Ross Fryer is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at John Hancock Advisers, LLC and John Hancock Funds, LLC. He is based in Mexico, Missouri. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.
Margaret H
Series 66
Centralia, MO
Edward Jones
Margaret Hanley is a financial advisor with Edward Jones in Centralia, MO, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Hood & Associates and CHV Accounting & Consulting. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors. The firm offers discretionary and non-discretionary strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.
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12 advisors near 65240
Out of 400,000+ nationwide