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9 advisors near 65708
Out of 400,000+ nationwide
Molly C
Series 66
Verona, MO
Walker Asset Management, LLC
Molly Crider is a financial advisor at Walker Asset Management, LLC with 20 years of industry experience. She holds a Series 66 designation and has worked at Walker Asset Management since 2016, following a prior role at SignalPoint Asset Management LLC. Walker Asset Management provides investment advisory and financial planning services to individuals, families, and businesses, focusing on globally diversified portfolios using stocks, bonds, mutual funds, and ETFs. The firm manages assets on a discretionary basis and operates a wrap fee program tailored to client needs.
Dennis W
Series 63, Series 65
Verona, MO
Walker Asset Management, LLC
Dennis Walker is the principal of Walker Asset Management, LLC in Verona, MO, holding Series 63 and Series 65 licenses with 43 years of industry experience. He founded Walker Asset Management in 2016 after four years at SignalPoint Asset Management LLC. Walker Asset Management provides investment advisory and financial planning services to individuals, families, and businesses. The firm employs a modern portfolio theory approach with globally diversified portfolios and manages approximately $284 million in discretionary assets through a wrap fee program.
Kedron B
Series 66
Mt Vernon, MO
Edward Jones
Kedron Blecha is a financial advisor at Edward Jones in Mt Vernon, MO, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. 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, affiliated mutual funds, and tax-efficient services. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.
Jeramie G
CFP®, Series 63
Aurora, MO
Edward Jones
Jeramie Grosenbacher is a CFP®-certified financial advisor with Edward Jones, based in Aurora, MO, and has 27 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he manages a purebred Simmental cattle herd. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary strategies, supported by a large nationwide network of advisors and branch offices.
James H
Series 66
Monett, MO
Edward Jones
James Haston is a financial advisor with Edward Jones in Monett, MO, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Haston also owns and manages a branch office for Edward Jones, dedicating significant time to that role. 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 programs and investment strategies, supported by a large network of financial advisors and branch offices across the United States.
Scott Y
Series 66
Aurora, MO
Edward Jones
Scott Young is a financial advisor at Edward Jones in Aurora, MO, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014 and concurrently operates Bootleggers Restaurant and Brewery. 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 and investment strategies supported by a large network of financial advisors and branch offices nationwide.
Madeleine M
Series 66
Monett, MO
Edward Jones
Madeleine Miller is a financial advisor at Edward Jones in Monett, Missouri, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at Missouri Baptist Medical Center for five years. Outside of her advisory role, she manages an Airbnb rental property in St. Louis. 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 and investment options, supported by a large network of financial advisors and branch offices nationwide.
Nicole W
Series 66
Monett, MO
Edward Jones
Nicole Weber is a financial advisor with Edward Jones in Monett, MO, holding a Series 66 designation and over 10 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she is a partner and owner of Donik LLC, a rental property business in Monett. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.
Brett J
Series 66
Monett, MO
Edward Jones
Brett Jones is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2020. Prior to his advisory role, Brett worked at Jones Farm and was employed by the University of Missouri. He is associated with Sigma Development Company, LLC, a fraternity organization. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management 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.
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9 advisors near 65708
Out of 400,000+ nationwide