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Alan H
Series 65
Joplin, MO
PlanVision, LLC
Alan Heltzel is a financial advisor at PlanVision, LLC in Joplin, MO, holding a Series 65 designation with two years of industry experience. His previous work includes five years at Southwest Missouri Bank and roles at United Way of Southwest Missouri and Crowder College. PlanVision provides fee-only financial planning and consulting primarily to high-net-worth individuals, offering services through written plans or ad-hoc consultations without account minimums. The firm emphasizes fundamental analysis and a long-term, simplified allocation strategy favoring passive investments, delivering advice without managing client assets or requiring implementation through the firm.
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