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19 advisors near 65401
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Mark R
Series 63, Series 65
Rolla, MO
wealth Enhancement Advisory Services, LLC
Mark Riefer is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at Wise Wealth, LLC, Bright Portfolios, LLC, Clear Message Management, LLC, Level Paths LLC, and Clear Money Path. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and retirement plan consulting with an investment approach that combines passive and active management guided by quantitative and fundamental research.
Lindsey S
ChFC®, Series 66
Rolla, MO
Edward Jones
Lindsey Shockley is a financial advisor with Edward Jones in Rolla, Missouri, holding ChFC® and Series 66 designations and bringing 15 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory role, she is involved in construction administrative work and is a member of an LLC managing housing rentals. 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 and offers various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Gary K
Series 63, Series 66
Rolla, MO
Edward Jones
Gary Klossner is a financial advisor at Edward Jones with 26 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with Edward Jones since 1999. Outside of his advisory role, he is co-owner and driver of a race car team, which he manages primarily as a hobby. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 financial advisors.
Jacob H
Series 66
Saint James, MO
Edward Jones
Jacob Harlan is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2022. Prior to joining Edward Jones, he held positions at C M Archer, Cetera, Cetera Investment Services LLC, Maries County Bank, and Missouri University of Science and Technology. Outside of his advisory role, he serves as a board member at Power of Hope Equestrian Center in Steelville, MO. 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 with a network of over 23,700 financial advisors and offers a range of advisory programs and affiliated investment products under a fiduciary standard.
Matthew W
Series 63, Series 65, Series 66
Rolla, MO
Edward Jones
Matthew Williams is a financial advisor with Edward Jones in Rolla, Missouri, holding Series 63, Series 65, and Series 66 licenses and bringing 29 years of industry experience. He has worked at Edward Jones since 2015 and concurrently at U.S. Bancorp Investments, Inc. since 2001. Outside his advisory role, Williams serves as president of the Rolla Community Development Corporation, a non-profit overseeing the development of a city industrial park, and he is involved in managing family farming operations. 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 options. The firm is notable for its extensive network of financial advisors and branch offices, and it operates under a fiduciary standard while offering discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and additional services such as tax-efficient investing and securities-based lending.
Teresa C
Series 63, Series 66
Rolla, MO
Edward Jones
Teresa Crowell is a financial advisor at Edward Jones in Rolla, MO, holding Series 63 and Series 66 credentials with 19 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Lindell W
Series 66
Rolla, MO
Edward Jones
Lindell Widger is a financial advisor with Edward Jones in Rolla, MO, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory work, Widger has a personal interest in wellness products through an association with Melaleuca. 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 and 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.
Tracy S
Series 63, Series 66
Rolla, MO
Edward Jones
Tracy Spinaio is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Edward Jones since 1997. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.
Verna B
Series 63, Series 65
Rolla, MO
Raymond James Financial
Verna Brand is a financial advisor with Raymond James Financial in Saint James, MO, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. She has been with Raymond James Financial Services, Inc. since 2002 and also serves as a branch manager and financial advisor at Phelps County Bank. Additionally, she has been involved with the St. James Caring Center since 2015. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, supporting clients through tailored advice and a broad affiliate network.
Myla K
Series 66
Rolla, MO
Edward Jones
Myla Koons is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and previously worked at MassMutual Life/Synergy Wealth Solutions. Outside of advising, she occasionally serves as a signature witness for a local attorney in Rolla, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of more than 23,700 financial advisors.
Joshua H
Series 66
Rolla, MO
Edward Jones
Joshua Hallum is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at The Boeing Company and General Electric Hitachi Nuclear Energy. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors.
Jessica B
CFP®, ChFC®, Series 66
Rolla, MO
Edward Jones
Jessica Barron is a financial advisor with Edward Jones in Rolla, Missouri, holding CFP®, ChFC®, and Series 66 designations and bringing 14 years of industry experience. Her prior roles include positions at Raymond James Financial Services, Prock Operations/Smokers Outlet, and Juice Plus+. She serves as President-Elect on the Rolla 31 Public Schools board. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs with approximately $1.01 trillion in assets under management, supported by a large nationwide network of financial advisors and branch offices.
Zachary E
Series 66
Rolla, MO
LPL Financial
Zachary Elliott is a financial advisor with LPL Financial based in Rolla, Missouri, holding a Series 66 designation and five years of industry experience. He has worked at LPL Financial and Town and Country Bank since 2020 and previously spent seven years at Town and Country Supermarkets. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of financial planning, model-portfolio advisory programs, and third-party asset management solutions supported by an in-house research team.
Brad B
Series 63, Series 65
Rolla, MO
STIFEL
Brad Bouse is a financial advisor at Stifel with 26 years of industry experience. He has been with Stifel, Nicolaus & Co., Inc. since 2001. He holds Series 63 and Series 65 designations. Stifel serves a wide range of clients, including individuals, institutional clients, and nonprofit organizations, offering brokerage and investment advisory services. Its investment approach uses a proprietary methodology developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling.
Bradley M
Series 63, Series 65
Rolla, MO
STIFEL
Bradley Mc Intyre is a financial advisor at Stifel with 21 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Edward Jones for 18 years before joining Stifel in 2022. Outside of his advisory work, he serves on several community boards in Joplin, Missouri, including the Joplin Parks and Recreation Advisory Board, Connect2Culture, and the Children's Center Board, and is president of the Bramar Recreation Association. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology from its Investment Strategy Group.
Jacob S
CFP®, Series 66
Saint James, MO
Edward Jones
Jacob Shockley is a CFP®-certified financial advisor with Edward Jones in Saint James, MO, bringing seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at AT&T and Republic Ford and Lincoln. Outside of his advisory role, Jacob and his wife manage a cattle farm. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm supports its advisory services with a large nationwide network of advisors and branch offices, operating under a fiduciary standard.
Johnathon K
Series 66
Rolla, MO
Edward Jones
Johnathon Klossner is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held positions at Ben Hur Construction and Royal Canin-Rolla, and studied at Missouri S&T. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a wide range of investment strategies and services supported by a large network of advisors and branch offices.
Katherine B
Series 66
Rolla, MO
STIFEL
Katherine Brummet is a financial advisor at Stifel with 10 years of industry experience. She holds a Series 66 designation and has been with Stifel since 2014. Outside of her advisory role, she serves as a director for the Rolla Chamber, participating in community event planning and decision-making. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology through its Investment Strategy Group to provide asset allocation and planning analyses intended as a basis for client decisions.
Paige G
Series 66
Rolla, MO
STIFEL
Paige Gargus is a financial advisor at Stifel with a Series 66 designation and six years of industry experience. Prior to joining Stifel in 2020, she worked at Phelps County Industrial Solutions, Didion Orf Recycling West, and Town and Country Bank. Outside of her advisory role, Gargus volunteers as a youth leader for Phelps County 4-H, serves as secretary of the Rolla Saddle Club, and coaches youth sports for the City of St. James Parks and Recreation. Stifel serves a diverse client base that includes individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.
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19 advisors near 65401
Out of 400,000+ nationwide