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28 advisors near 65737
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Evan B
Series 66
Hollister, MO
Brandsma Capital LLC
Evan Brandsma is a financial advisor at Brandsma Capital LLC with one year of industry experience. He holds a Series 66 designation and previously worked at LPL Enterprise and Prudential Financial. Outside of his advisory role, Brandsma serves as a youth pastor at Keystone Baptist Church. Brandsma Capital provides investment advisory and financial planning services to individual and high-net-worth clients. The firm employs a multi-disciplinary investment process and offers a range of services including portfolio management, financial planning, and access to alternative investment products.
David D
Series 63, Series 66
Galena, MO
AGH Wealth Advisors, LLC
David Darby is a financial advisor with AGH Wealth Advisors, LLC in Galena, Missouri, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with AGH Wealth Advisors and LPL Financial since 2008. In addition to his advisory role, Darby is involved in third-party administration services related to payroll, HR, and retirement plan accounting through affiliated entities. AGH Wealth Advisors is an SEC-registered firm serving individuals, retirement plans, trusts, estates, and institutions with portfolio management, financial planning, and consulting services. The firm employs tailored, discretionary investment management using fundamental and technical analysis, operates a wrap fee program, and is affiliated with the accounting firm Allen, Gibbs & Houlik, L.C.
Rob J
Series 66
Branson, MO
Edward Jones
Rob Johns is a financial advisor at Edward Jones in Branson, MO, with 9 years of industry experience. He holds the Series 66 designation and previously worked at Central Bank of Branson from 2011 to 2017 before joining Edward Jones in 2017. 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 a range of advisory programs and investment options supported by a nationwide network of more than 23,700 financial advisors.
Michael T
Series 66
Branson, MO
Edward Jones
Michael Taylor is a financial advisor with Edward Jones in Branson, MO, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is an organizer of March and October, LLC, an entity formed for property purchase in New Virginia, Iowa. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large national network of financial advisors and branch offices.
Shay R
Series 66
Branson, MO
LPL Enterprise
Shay Robbins is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, Robbins worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of financial services, Robbins is a silent partner in a local pizza business and has experience as a speaker conducting seminars and workshops. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services with insurance products.
Sean P
ChFC®, Series 63
Saddlebrooke, MO
Ameriprise
Sean Prewitt is a financial advisor with Ameriprise, holding the ChFC® designation and Series 63 license, and has 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as an independent board member for AGF Mortgage Funding, LLC, and owns office properties in Springfield, MO, and Harrison, AR. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations through a centralized consulting team.
Fadilah G
Series 63, Series 65
Cape Fair, MO
LPL Financial
Fadilah Gambrell is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with LPL Financial since 2008. 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 range of investment solutions supported by an in-house Research team and combines large-scale advisory operations with additional product offerings such as insurance and credit services.
Steve F
CFP®, Series 63, Series 66
Branson, MO
Edward Jones
Steve Fernandez is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He operates a personal income tax preparation business serving long-standing clients and their referrals. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, investment options, and fiduciary services supported by a large national network of advisors and branch offices.
Samuel P
Series 66
Branson West, MO
Edward Jones
Samuel Piche is a financial advisor at Edward Jones in Branson West, MO, holding a Series 66 designation. He has prior experience at Generations Bank, Robbins Insurance Group, Ozarks Teen Challenge, Home of Grace, and the Army National Guard. Outside of finance, he has been involved in a construction business partnership through Nobel Construction LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, investment strategies, and affiliated capabilities. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.
Sean F
Series 66
Branson, MO
LPL Financial
Sean Fitzgerald is a financial advisor with LPL Financial in Branson, MO, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Central Bank and Cutting Edge LLC, as well as academic positions at Missouri State University and Coastal Carolina University. 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 investment solutions supported by an in-house research team and a broad network of investment adviser representatives.
John N
Series 63, Series 65
Branson, MO
OSAIC
John Nangle is a financial advisor at Osaic with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services and Connell Insurance. He operates a branch office for James Financial Partners, LLC, providing financial planning services. Osaic is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and employs an investment process that integrates risk-tolerance assessments with portfolio optimization tools.
Quincy F
Series 66
Branson, MO
LPL Financial
Quincy Flanagan is a financial advisor with LPL Financial based in Branson, MO, holding a Series 66 designation and two years of experience. His prior work includes roles at Central Trust Bank, Big Cedar Lodge, Bass Pro Shops, Chick-fil-A, and educational positions at College of the Ozarks, Cabool Home Center, Cabool High School, and Cabool Middle School. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.
Amanda A
Series 66
Kimberling City, MO
Edward Jones
Amanda Ayres is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2000. Outside of her advisory role, she serves as a Member at Large for The Estates of Hickory Woods Homeowner's Association in Nashville, Tennessee. 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 a broad range of investment advisory programs and affiliated services under a fiduciary standard.
Cory R
Series 66
Branson, MO
Edward Jones
Cory Ross is a financial advisor at Edward Jones in Branson, Missouri, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Branson Bank for nine years. He serves as Board President of Public Water Supply District #3 of Taney County, where he leads meetings and oversees financial matters. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment options. The firm is notable for its extensive retail advisor network and capabilities beyond advisory services, including a trust company and securities-based lending.
Paul C
Series 66
Branson, MO
LPL Financial
Paul Childress is a financial advisor with LPL Financial in Branson, MO, holding a Series 66 designation and 15 years of industry experience. He has been with LPL Financial since 2013. Outside of his advisory role, he is involved in buying and selling recreational vehicles through a personal business. 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 investment solutions supported by an in-house research team and a large network of investment adviser representatives.
Tyler J
Series 63, Series 65
Branson, MO
OSAIC
Tyler James is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Woodbury Financial Services and runs James Financial Partners, where he serves as president brokering fixed insurance products. Outside of his advisory work, he is a board member of the Logan Rogersville Educational Foundation and serves on the investment committee for Harmony House, a nonprofit organization. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that supports a large network of financial advisers serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, combining risk tolerance assessments with asset allocation and portfolio optimization tools, and provides access to multiple custodial platforms and third-party investment managers.
Jason W
Series 63, Series 65, Series 66
Branson, MO
Cetera
Jason Worley is a financial advisor with Cetera, holding Series 63, Series 65, and Series 66 credentials and bringing 28 years of industry experience. His prior roles include positions at Waddell & Reed and Axa Advisors, LLC. Cetera Investment Advisers serves a wide range of clients including individuals, high-net-worth, institutional, and retirement-plan participants through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, combining retirement and institutional capabilities within its extensive advisory platform.
William H
Series 66
Kimberling City, MO
Thrivent Investment Management
William Hennecke Jr. is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2024. Prior to his advisory career, he was involved with several parishes, including Our Lady of the Cove, Sacred Heart, St. Ann, St. Teresa, Christ the King, and St. Jude Chapel. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”
Matthew B
Series 66
Branson, MO
Ameriprise
Matthew Baker is a financial advisor with Ameriprise in Branson, MO, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at Cain Watters & Associates and Ernst & Young. He is also employed as a financial advisor at Branson Bank, where he provides investment services through Ameriprise Financial. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria, combining research-driven modeling and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.
Ryan H
Series 66
Branson, MO
Edward Jones
Ryan Holmes is a financial advisor at Edward Jones in Branson, MO, with one year of industry experience. Prior to joining Edward Jones, he was the owner of Mr. G's Chicago Pizza LLC for ten years. He is also involved in restaurant ownership and real estate development. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors.
Jeremy Y
Series 66
Branson West, MO
Edward Jones
Jeremy Young is a financial advisor with Edward Jones in Branson West, Missouri, holding a Series 66 designation and with 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is the sole member of Young Legacy, LLC, a business managing a nightly rental property. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and maintaining a large retail advisor and branch network.
Terri C
CFP®, ChFC®, Series 66
Branson, MO
Edward Jones
Terri Copeland is a financial advisor at Edward Jones in Branson, MO, holding the CFP®, ChFC®, and Series 66 designations with 22 years of industry experience. She has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Cetera Financial Specialists LLC, and McCullough and Associates LLC. Copeland also owns a rental property for which she oversees rent collection. 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 provides a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
James C
Series 66
Branson, MO
Edward Jones
James Chrouser is a financial advisor at Edward Jones in Branson, MO, holding a Series 66 designation with seven years of industry experience. Before joining Edward Jones in 2018, he worked at BKD, LLP and Jordan Valley Community Health Center. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory and investment services, supported by a network of more than 23,700 financial advisors and 15,000 branch offices nationwide.
Jeffrey K
Series 63, Series 65
Holister, MO
Thrivent Investment Management
Jeffrey Kohls is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning that covers a wide range of topics and allows clients to combine planning with managed accounts via a consolidated billing option, while maintaining separate planning and management services.
Pamela T
Series 63, Series 66
Kimberling City, MO
Edward Jones
Pamela Tucker is a financial advisor at Edward Jones with 29 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Fidelity Investments and George K Baum & Company. 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 services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Mitchell H
Series 63, Series 66
Branson, MO
Edward Jones
Mitchell Holmes is a financial advisor at Edward Jones with 41 years of experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1984. Outside of advising, he owns rental properties, including a restaurant in Branson, MO. 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 a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Xavier S
Series 66
Hollister, MO
Edward Jones
Xavier Sinniah is a financial advisor with Edward Jones in Hollister, MO, holding the Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies and affiliated services, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.
Grant B
Series 66
Kimberling City, MO
Edward Jones
Grant Beasley is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked for Eli Lilly and Company for 21 years. 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 through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.
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28 advisors near 65737
Out of 400,000+ nationwide