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82 advisors near
71901
within the area shown on the map
Out of 400,000+ nationwide
John L
CFP®, Series 63
Hot Springs Village, AR
JWL & Associates, Inc.
John Lauer is a CERTIFIED FINANCIAL PLANNER™ professional with 11 years of industry experience. He is the principal of JWL & Associates, Inc. and also operates Hot Springs Financial Services, a financial planning business. JWL & Associates provides discretionary and non-discretionary portfolio management and personalized financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and other registered investment advisers. The firm employs a strategic asset-allocation, core-and-satellite approach using passive index and exchange-traded funds combined with active funds and selected individual securities, and it typically serves a small client roster with frequent, personalized account reviews.
Chad A
Series 66
Hot Springs, AR
New Horizon Asset Management
Chad Amerson is a financial advisor at New Horizon Asset Management in Hot Springs, Arkansas, with 23 years of industry experience. He holds a Series 66 designation and has been with Capital Financial Advisors, Inc. since 2006. In addition to his advisory role, he is also licensed as an insurance agent. New Horizon Asset Management is an independent firm offering portfolio management, retirement and estate planning, and insurance-related advice to individuals, institutions, and business entities. The firm uses a combination of long- and short-term investment strategies, including fundamental and technical analysis, with discretionary trading authority and regular account reviews.
David R
CFP®
Hot Springs National Park, AR
Minas Financial Planning
David Rodriguez is a CFP® certificant and the sole advisor at Minas Financial Planning with six years of industry experience. He has served as a finance professor at Henderson State University since 2014. Outside of financial advising, he founded and manages ROC Realty, a real estate brokerage based in Chicago. Minas Financial Planning provides project-based and ongoing financial planning services, third-party manager selection and oversight, and directly held real estate analyses to a diverse client base including pooled vehicles, institutions, and individuals. The firm employs a primarily passive investment approach using low-cost index funds and ETFs while also incorporating fundamental and technical analyses in its reviews.
David A
Series 63, Series 65
Hot Springs Village, AR
Hot Springs Asset Management, Inc.
David Adams is a financial advisor with Hot Springs Asset Management, Inc. He holds Series 63 and Series 65 designations and has 26 years of industry experience. He has been with Hot Springs Asset Management since 2007 and also operates an affiliated accounting practice as a Certified Public Accountant. Hot Springs Asset Management provides discretionary and non-discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation approach using a core-and-satellite framework with a combination of passive and active investments and operates on a fee-only basis.
Scott S
CFP®, CFA®, Series 66
Hot Springs, AR
Good Life Wealth Management LLC
Scott Stratton is the sole advisor at Good Life Wealth Management LLC in Hot Springs, AR, with 18 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations and has led his independent firm since 2014. Outside of financial advising, Stratton is a freelance musician and a freelance author and speaker. Good Life Wealth Management provides financial planning and investment advisory services primarily to individuals and high-net-worth clients. The firm uses a Core + Satellite investment approach focused on tax efficiency and offers both discretionary and non-discretionary account management.
Steven I
Series 63, Series 65
Hot Springs, AR
Foresight Investment Advisors, LLC
Steven Irwin is a financial advisor with Foresight Investment Advisors, LLC in Hot Springs, Arkansas, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Foresight since 2010. Outside of advising, he is involved in several business activities including insurance sales through The Irwin Agency, Inc. and Arkansas Retirement and Wealth, LLC, as well as managing an aircraft rental company and an oil production entity. Foresight Investment Advisors, LLC serves primarily as a signal provider to other registered investment advisers, developing conservative investment strategies focused on clients approaching or in retirement. The firm combines fundamental, technical, and cyclical analysis to guide investment signals without taking custody or discretion of client accounts.
Jared Z
Series 63, Series 65
Hot Springs, AR
Zeiser Wealth Management LLC
Jared Zeiser is a financial advisor at Zeiser Wealth Management LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial Services and Triad Advisors, Inc. Outside of his advisory role, he is a licensed insurance agent. Zeiser Wealth Management LLC provides personalized financial planning and investment management services to individuals, families, trusts, charitable organizations, foundations, and corporations. The firm employs a disciplined, formula-driven “Advance and Protect” process that integrates quantitative, technical, and fundamental analysis to manage portfolios and offers both discretionary management and stand-alone consulting.
Tony N
Series 65
Hot Springs, AR
Strongtower Wealth Management, Plc
Tony Nation II is a financial advisor at StrongTower Wealth Management, Plc with one year of industry experience. He holds a Series 65 credential and previously worked at Keith Smith Company for six years and Nation's Small Engine for three years. Outside of his advisory role, he engages in public speaking at churches, pastor conferences, and marriage retreats, teaching on Biblical and personal finance topics. StrongTower Wealth Management is a team-based investment adviser serving individuals, trusts, and charitable organizations with discretionary portfolio management and financial planning. The firm employs a Modern Portfolio Theory-based approach with practical adjustments and offers access to mutual funds, ETFs, individual securities, and certain private or alternative investments for qualified clients.
Todd S
Series 66
Hot Springs, AR
Strongtower Wealth Management, Plc
Todd Sadowski is a financial advisor with Strongtower Wealth Management, Plc, holding a Series 66 designation and 27 years of industry experience. He previously worked at G A Repple & Company for 13 years before joining Strongtower in 2018. Outside of advising, he is involved in fixed insurance sales, landscape photography, and delivers public speaking engagements focused on Biblical and personal finances. Strongtower Wealth Management is a team adviser serving individuals, trusts, and charitable organizations with discretionary portfolio management and financial planning. The firm applies a Modern Portfolio Theory-based approach with periodic rebalancing and offers both traditional and values-based investment options, managing accounts through a proprietary wrap-fee program.
Thomas R
Series 65
Hot Springs, AR
Foresight Investment Advisors, LLC
Thomas Rizzo is a financial advisor at Foresight Investment Advisors, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Foresight since 2010. He also oversees operations, compliance, and accounting for Arkansas Retirement Consultants, LLC, an insurance agency based in Hot Springs, Arkansas. Foresight Investment Advisors, LLC is an Arkansas-registered adviser that provides portfolio holdings and trade instructions as a signal provider to unaffiliated registered investment advisers. The firm focuses on conservative investment strategies for clients approaching or in retirement, using a combination of fundamental, technical, and cyclical analysis to guide its recommendations.
Terry B
Series 66
Hot Springs, AR
Strongtower Wealth Management, Plc
Terry Bewley is a financial advisor at Strongtower Wealth Management, Plc with nine years of industry experience. He holds a Series 66 designation and has worked at Strongtower since 2018. Bewley serves as a chaplain in the US Navy Reserves and is a public speaker, teaching on Biblical and personal finances at churches and conferences. Strongtower Wealth Management is a team adviser serving individuals, trusts, and charitable organizations with discretionary portfolio management and financial planning. The firm uses a Modern Portfolio Theory-based approach with periodic rebalancing and offers access to mutual funds, ETFs, individual securities, and private investments for qualified clients.
Mitzie S
Series 66
Hot Springs, AR
Strongtower Wealth Management, Plc
Mitzie Stevens is a Series 66-licensed advisor with Strongtower Wealth Management, Plc, bringing 18 years of industry experience. She previously worked at G.A. Repple & Company and has maintained accounting-related business activities, including serving as president of Mitzie Stevens, CPA, Inc., where she performs tax preparation and other accounting functions. Outside of financial advising, she owns and manages Idlenook Horsecamp, a campground for campers and horses. StrongTower Wealth Management is a team investment adviser serving individuals, trusts, and charitable organizations with discretionary portfolio management and financial planning. The firm applies a Modern Portfolio Theory-based approach with periodic rebalancing and offers access to private or alternative investments for qualified clients.
Malissa M
Series 65
Hot Springs, AR
Black Knight Wealth Management, LLC
Malissa Mc Nanna is a financial advisor with Black Knight Wealth Management, LLC and holds a Series 65 designation. She has four years of industry experience and has previously worked at Optivise Advisory Services, LLC, OnPointe Advisory and Financial Services LLC, and Vision Advisors, Inc. Outside of her advisory role, she is involved with Vision Advisors, Inc., where she recruits agents, conducts product training, and provides sales support for annuity and life insurance products. Black Knight Wealth Management serves individual and high-net-worth clients by offering portfolio management, financial planning, and coordination with other professional advisors. The firm employs a range of investment strategies and prepares individualized Investment Policy Statements, managing accounts primarily on a discretionary, asset-based basis while reviewing portfolios monthly.
Daniel D
Series 63, Series 65
Hot Springs, AR
RCM Wealth Advisors
Daniel Dickerson is a financial advisor with RCM Wealth Advisors in Hot Springs, AR, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior work includes roles at Money Concepts Capital Corp., Veritas Independent Partners, and various insurance agencies. Outside of his advisory work, he is involved in Dickerson Insurance and Financial Services, a property and casualty business. RCM Wealth Advisors is a multi-advisor SEC-registered firm managing approximately $324 million for around 530 clients. The firm serves individuals, pension and profit-sharing plans, and corporate clients, offering portfolio management and financial planning with strategies that include ETF-driven allocations and options-based programs supported by fundamental and cyclical analysis.
Allen H
Series 66
Hot Springs Village, AR
Optivise Advisory Services LLC
Allen Hargis is a financial advisor with Optivise Advisory Services LLC and holds a Series 66 designation. He has 21 years of industry experience and has been involved with several firms, including HARGIS & STEVENS PA, where he serves as president overseeing tax preparation and accounting functions since 1986. He is also a member of Optivise Advisory Services. Optivise Advisory Services provides discretionary and non-discretionary portfolio management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, financial institutions, and other investment advisers. The firm uses internally developed model portfolios and third-party sub-advisors, integrating technology and reporting tools to support both discretionary and client-approved solutions.
James T
Series 63, Series 66
Hot Springs, AR
William Joseph Capital Management, Inc.
James Tuohey is a financial advisor with William Joseph Capital Management, Inc. He holds Series 63 and Series 66 licenses and has 16 years of industry experience. His prior roles include positions at Garland & Greenwood Wealth Advisors, Prince & Tuohey, and Bolmgren RetirePlan Inc. He is also a partner at William Joseph Tax Strategies, LLC, an affiliated accounting and tax services firm. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm combines financial planning and portfolio management, using customized portfolio construction alongside third-party sub-advisors through the AssetMark platform.
Dennis B
Series 63, Series 65
Hot Springs, AR
Black Knight Wealth Management, LLC
Dennis Berry is a financial advisor with Black Knight Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Morgan Stanley in various capacities since 2004 and joined Black Knight Wealth Management in 2020. Outside of his advisory work, he owns a bushogging business and serves as a volunteer board member for the nonprofit organizations The CALL and Sunshine Therapy Riding Center. Black Knight Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and coordination with other professional advisors. The firm employs a disciplined investment process that integrates multiple analytical approaches and offers tailored strategies, managing accounts primarily on a discretionary basis.
Daniel B
Series 63, Series 65
Hot Springs, AR
Stephens
Daniel Belz is a financial advisor at Stephens with 45 years of industry experience. He has been with Stephens Inc since 2006 and holds Series 63 and Series 65 designations. Stephens provides investment advisory and wealth management services to a broad range of clients including individuals, pension plans, foundations, corporations, banks, insurance companies, and government entities. The firm offers a variety of investment programs and combines bottom-up security selection with top-down fixed-income strategies, supported by integrated broker-dealer and investment banking capabilities.
Frederick B
Series 63, Series 65
Hot Springs, AR
Stephens
Frederick Blagg is a financial advisor at Stephens with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stephens since 1999. Stephens provides investment advisory and wealth management services to a broad range of clients, including individual investors, pension plans, foundations, corporations, and government entities. The firm’s services include financial planning, portfolio management, private equity, alternative investments, and institutional equity research, delivered through multiple sponsored programs and investment committees.
Richard W
Series 66
Hot Springs, AR
Stephens
Richard Wethington is a financial advisor at Stephens with 20 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Sowell Management, LPL Financial, BEAM Asset Management, and Morgan Stanley. Outside of his advisory role, he serves as treasurer for the HOPE WORKS Job Experience Program and as secretary for the Humane Society of Garland County. Stephens provides investment advisory and wealth management services to a broad range of clients, including individuals, pension plans, foundations, and governmental entities. The firm employs both bottom-up security selection and top-down fixed-income management across various sponsored programs and maintains an integrated broker-dealer and investment banking platform.
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Finding advisors...
82 advisors near
71901
within the area shown on the map
Out of 400,000+ nationwide