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Kale G
Series 66
Boonville, MO
Money Concepts Capital Corp
Kale Gentry is a Series 66-licensed financial advisor with nine years of industry experience, currently serving at Money Concepts Capital Corp since 2017. Prior to this, he worked at Cerner Corp for two years. He is also involved with Peterman Financial Group and owns Gentry Wealth Solutions Inc, both non-investment-related business activities. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a wide range of clients, including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies, offering both discretionary and non-discretionary programs, and integrates third-party managers and technology platforms in its investment approach.
Quin G
Series 66
Boonville, MO
Money Concepts Capital Corp
Quin Gentry is a financial advisor with Money Concepts Capital Corp in Boonville, MO. He holds the Series 66 designation and has approximately one year of industry experience, including prior roles at Gentry Wealth Solutions and Synergy Wealth Solutions. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a broad client base, including individual investors, pension plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in client assets through a network of several hundred advisors, using model-driven and asset-allocation approaches with both discretionary and non-discretionary programs.
William R
Series 63, Series 65
Boonville, MO
Money Concepts Capital Corp
William Rapp is a financial advisor with Money Concepts Capital Corp in Boonville, MO, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has worked at Money Concepts since 2018 and previously at Signator Investors, Inc. and Safeco Investment Services, Inc. Rapp is also involved in the sale of health, dental, and group benefits through Naught Naught Agency, a business he has operated since 1998. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm utilizes a variety of managed programs and combines model portfolios, IAR-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis along with modern portfolio theory.
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