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92 advisors near
65109
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Out of 400,000+ nationwide
Bradley B
Series 63, Series 65
Jefferson City, MO
BIY Financial, LLC
Bradley Binkley is a financial advisor at Biy Financial, LLC in Jefferson City, MO, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has worked at Creativeone Securities, Acrisure, and Priority First Insurance & Investments. Outside of his advisory role, he owns a Roof Maxx dealership through Mend to Extend LLC. Biy Financial is an independent, single-advisor firm providing discretionary asset management, financial consulting, and ERISA retirement-plan services to individuals, high-net-worth clients, trusts, business owners, and plan sponsors. The firm tailors its services to client goals and risk tolerance, employing fundamental and technical analysis alongside modern portfolio theory.
Steven E
CFP®, Series 63
Jefferson City, MO
Erickson Financial Solutions, LLC
Steven Erickson is a CFP®-certified financial advisor with 29 years of industry experience. He has led Erickson Financial Solutions, LLC since 2006 and has been associated with Fee Only Investment Advisors, LLC since 1996. Outside of financial advising, he is president and sole owner of Erickson Services, LLC, a marketing consulting business. Erickson Financial Solutions serves individual clients with investment portfolio management and comprehensive financial planning, including retirement, tax, and estate planning. The firm focuses on tailored advice for a small client base and emphasizes long-term continuity and professional credentials in its approach.
Mark K
CFP®
Jefferson City, MO
MVK Financial Planning, LLC
Mark Kleene is a CFP® professional and principal of MVK Financial Planning, LLC with 14 years of experience in the financial advisory industry. He has led MVK Financial Planning since its founding in 2012. MVK Financial Planning provides personalized, fee-only financial planning and investment management to individuals, trusts, estates, non-profit organizations, pension plans, and small businesses. The firm emphasizes risk-appropriate, tax-efficient portfolios using index-type and no-load managed funds, serving clients through both discretionary and non-discretionary account management.
Brandon W
Series 63, Series 65
Jefferson City, MO
GreenLeaf Financial Network, LLC
Brandon Wooley is a financial advisor at GreenLeaf Financial Network, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Waddell & Reed Inc. and Hancock Mortgage Partners. Outside of advisory work, Wooley serves as president of The Credit Restore, LLC, a non-investment related business. GreenLeaf Financial Network provides investment advisory, portfolio management, financial planning, and retirement plan services to individuals, families, trusts, estates, and certain corporate clients. The firm employs a range of investment strategies and analysis methods, serving clients primarily through a decentralized network of independent Investment Adviser Representatives.
Eric D
Series 63, Series 66
Jefferson City, MO
CreativeOne Securities, LLC
Eric Davis is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with CreativeOne Securities, formerly Client One Securities, since 2011. In addition to his advisory role, Davis is also an insurance agent with Acrisure Wallstreet Partners LLC, focusing on fixed insurance products. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party managers, combining project-based planning with ongoing asset management via its proprietary advisory platform.
Alex L
Series 65, Series 63
Jefferson City, MO
Smith, Moore & Co.
Alex Lecure is a financial advisor at Smith, Moore & Co. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at K.W. Chambers & Co., Capital City CASA, Capital Care Care, and Every Child's Hope. Outside of advising, he provides seasonal tax preparation services. Smith, Moore & Co. offers investment advisory and financial planning services to individuals, corporations, and pension/profit-sharing plans, utilizing an open-architecture investment approach that combines proprietary models, advisor portfolio construction, and outsourced managers.
Kayla S
Series 66
Jefferson City, MO
CreativeOne Securities, LLC
Kayla Streeter is a financial advisor with CreativeOne Securities, LLC, holding a Series 66 designation and six years of industry experience. She has worked with Wallstreet Group Advisors since 2019 and has professional experience that includes roles at the University of Missouri Columbia and in the service industry. Outside of advisory work, she is involved in insurance sales as an agent with Acrisure Wallstreet Partners LLC. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm provides financial planning, portfolio management, and retirement-plan fiduciary services, using a combination of fundamental and cyclical security analysis alongside model asset allocations and third-party manager referrals.
Seth K
CFA®
Jefferson City, MO
Core Planning
Seth Kelly is a CFA® charterholder with five years at Core Planning and a total of three years in the financial advisory industry. Prior to joining Core Planning, he held investment roles with several public employee retirement systems, including Missouri State Employees Retirement System and Pennsylvania State Employees Retirement System. In addition to his advisory work, he serves as an investment officer with the MoDOT & Patrol Employees' Retirement System, focusing on pension system strategy and investment policy. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm customizes investment strategies based on client goals and risk tolerances, employing a combination of in-house advice, third-party managers, and model portfolios.
Kurt P
Series 63, Series 66
Jefferson City, MO
Arax Advisory Partners
Kurt Propst is a financial advisor at Arax Advisory Partners with 23 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Summit X, LLC for nine years. Propst serves on the advisory board of Big Bro Big Sis and is a board member of Concord Christian School. Arax Advisory Partners is a multi-team wealth manager with more than 200 advisors overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans using a combination of internal portfolio management, third-party models, and tailored asset-allocation strategies.
Christina H
Series 63, Series 65
Jefferson City, MO
Smith, Moore & Co.
Christina Hake is a financial advisor at Smith, Moore & Co. with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at the firm since 2018. Prior to that, she was affiliated with Wealth Management Partners, LLC, Saxony Capital Management, and Saxony Securities Inc. She is also licensed as an insurance agent. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting. The firm employs a multi-team approach with approximately 50 advisors managing around $2.0 billion in assets and uses both advisor-managed accounts and third-party manager solutions.
Cole M
Series 66
Jefferson City, MO
CreativeOne Securities, LLC
Cole Mertens is a financial advisor with CreativeOne Securities, LLC, holding a Series 66 designation and five years of industry experience. He has previously worked with Wallstreet Group Advisors and Central Bank of Warrensburg. Mertens is also active as an insurance agent, selling life, property, and casualty insurance. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs through a network of 127 advisors.
Megan P
CFP®, Series 63
Jefferson City, MO
The AmeriFlex Group
Megan Pecherek is a CFP® certificant with six years of industry experience, currently serving as a financial advisor at The AmeriFlex Group. Her prior work includes roles at Destiny Capital Corporation, Matter Family Office, LPL Financial LLC, and Cambridge Investment Research, Inc. Outside of her advisory work, she is involved as an owner/landlord in a real estate rental business. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, utilizing customized strategies delivered via model asset allocations and discretionary or non-discretionary manager relationships.
Nicholas W
Series 66
Jefferson City, MO
CreativeOne Securities, LLC
Nicholas Waganer is a financial advisor with CreativeOne Securities, LLC. He holds a Series 66 designation and has experience working at multiple firms, including Acrisure, Wallstreet Group Advisors, and Financial Network Inc. Prior to his financial industry roles, he was employed at Simpson Import Center and Firestone. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based planning and ongoing asset management using fundamental and cyclical security analysis alongside model asset allocations and third-party manager referrals.
Hope G
CFP®, Series 66
Jefferson City, MO
Smith, Moore & Co.
Hope Gerdes is a CFP® professional with 11 years of experience in the financial advisory industry. She has worked at Smith, Moore & Co. since 2022 and previously spent eight years at Edward Jones. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, investment consulting, and model-portfolio solutions. The firm employs both advisor-managed accounts and third-party manager arrangements, overseeing approximately $2.0 billion in client assets.
Harry H
Series 63, Series 66
Jefferson City, MO
Smith, Moore & Co.
Harry Hopkins is a financial advisor at Smith, Moore & Co. in Jefferson City, MO, holding Series 63 and Series 66 credentials with 42 years of industry experience. He has been with Smith, Moore & Co. since 2004. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, investment consulting, and model-portfolio solutions. The firm employs both advisor-managed accounts and third-party manager arrangements, overseeing about $2.0 billion in client assets.
Travis F
Series 66
Jefferson City, MO
CreativeOne Securities, LLC
Travis Ford is a financial advisor with CreativeOne Securities, LLC, holding a Series 66 designation and 13 years of industry experience. He has been associated with both CreativeOne Securities and Acrisure Wallstreet Partners since 2013. Outside of his advisory role, Ford owns a home improvement business and serves on the Missouri Insurance Education Foundation board, in addition to volunteering with AARP TaxAide. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and businesses through a network of 127 advisors. The firm provides financial planning, portfolio management, and retirement-plan fiduciary services, combining project-based planning with ongoing asset management and utilizing both proprietary and third-party investment platforms.
Nathaniel P
Series 63, Series 65
Jefferson City, MO
The AmeriFlex Group
Nathaniel Pecherek is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 65 credentials and 10 years of industry experience. His prior roles include positions at LPL Financial, Ares Wealth Management Solutions, and Black Creek Capital Markets. He is involved with a non-investment-related business entity, Golden Aspen LLC. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting, providing customized strategies that utilize model asset allocations and manager relationships.
Zachary S
Series 66
Jefferson City, MO
CreativeOne Securities, LLC
Zachary Schoene is a financial advisor with CreativeOne Securities, LLC, holding a Series 66 credential and 11 years of industry experience. He has worked with Paradise since 2015, CreativeOne Securities since 2013, and Wallstreet Group since 2012. Outside of his advisory role, Schoene works as a bartender at Nash Vegas, a bar and restaurant in Columbia, MO. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm combines project-based planning with ongoing asset management and offers services including financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs and proprietary advisory platforms.
Glen R
CFP®, Series 63
Jefferson City, MO
The AmeriFlex Group
Glen Reinkemeyer is a financial advisor with The AmeriFlex Group in Jefferson City, MO, holding CFP® and Series 63 credentials and bringing 47 years of industry experience. His career includes 17 years at LPL Financial and 39 years managing Reinkemeyer & Reinkemeyer Associates LLC. Outside of financial services, he owns a recreational farm used for activities such as hunting and horseback riding. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering customized strategies via model asset allocations and manager relationships.
Jamie W
Series 66
Jefferson City, MO
CreativeOne Securities, LLC
Jamie Wilbers is a financial advisor at CreativeOne Securities, LLC with 11 years of industry experience. He holds a Series 66 designation and has been associated with Client One Securities, LLC since 2014. Outside of advisory work, Wilbers is also licensed as an insurance agent, focusing on fixed insurance and annuity sales. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party managers via a proprietary advisory platform.
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Finding advisors...
92 advisors near
65109
within the area shown on the map
Out of 400,000+ nationwide