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431 advisors near
65804
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Out of 400,000+ nationwide
Gary F
Series 63, Series 65
Ozark, MO
OSAIC
Gary Franklin is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Wealthcare Asset Management, S.F. Investments Group, United Poly Systems, and Hawthorn Bank. He also owns a sole proprietorship focused on fixed index annuities and life insurance sales. Osaic Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supported by various tools and discretionary management options.
Dennis W
Series 63, Series 65
Sprngfield, MO
Raymond James Financial
Dennis Williams is a financial advisor at Raymond James Financial Services Advisors, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously with Wells Fargo Advisors. Outside of his advisory role, he serves as a director for the Dr. Daniel D. & Dorothy A. Williams Foundation, which provides financial support for students pursuing careers in education. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs customized, non-discretionary planning and consulting tools to help clients meet their goals and maintains unique affiliations and advisory programs that support municipal finance and SIMPLE IRA employer services.
Alicia D
Series 66
Republic, MO
Edward Jones
Alicia Dinges is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and previously worked at EFCO Corporation from 2009 to 2017. Outside of advising, she is involved with Triway Group Investments LLC, a golf course investment company based in Springfield, 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 through a broad network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Navaar B
Series 66
Ozark, MO
Edward Jones
Navaar Brown is a Series 66-licensed financial advisor with Edward Jones in Ozark, MO, where he has worked since 2016, accumulating 10 years of industry experience. He has been with Edward Jones throughout his career, focusing on wealth management within its institutional framework. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.
Sandra K
Series 63, Series 66
Springfield, MO
LPL Financial
Sandra King is a financial advisor with LPL Financial, holding Series 63 and Series 66 registrations and possessing 27 years of industry experience. She has worked at LPL Financial since 2017 and previously at Investment Centers of America, Inc. and NPB Financial Group, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management programs, and institutional platforms.
Jason F
Series 66
Springfield, MO
Edward Jones
Jason Fetty is a financial advisor at Edward Jones with six years of industry experience. He has been with Edward Jones since 2020 and served five years in the United States Army Reserve. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
David T
CFP®, Series 66
Nixa, MO
LPL Financial
David Taylor is a CFP® professional with 19 years of experience in the financial industry. He has worked at LPL Financial since 2018 and previously spent 11 years with INVEST Financial Corp. Taylor is also an insurance agent with Investor Services Insurance Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a diverse range of financial planning and portfolio management options, supported by advanced operational and research tools.
Thelma R
Series 63, Series 65
Springfield, MO
Mass Mutual Investors Services
Thelma Ruff is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She previously worked at Metlife Securities Inc. for 18 years before joining MassMutual. She is also an independent insurance agent specializing in fixed annuities, life, accident/health, and medical-related products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers customized financial planning using advanced tools and serves a broad client base including high-net-worth clients.
Trevor E
Series 66
Springfield, MO
LPL Financial
Trevor Erickson is a financial advisor with LPL Financial in Springfield, MO, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Simmons Investment Services, Questar Capital Corporation, and Infocus Financial Solutions. Additionally, he is a commissioned notary in Springfield. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.
Tristan J
Series 66
Springfield, MO
OSAIC
Tristan James is a financial advisor at OSAIC based in Springfield, MO, holding a Series 66 designation with less than one year of industry experience. His prior work includes roles at James Financial Partners and operating Everyday Thai, a business outside the financial sector. OSAIC serves a diverse client base including retail, institutional, and high-net-worth investors through a multi-advisor platform offering a wide range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.
Sarah R
Series 65, Series 63
Springfield, MO
LPL Financial
Sarah Russell Frossard is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her work history includes roles at Oakstar Bank & Trust, Simmons Bank, Arvest Wealth Management, and UMB Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.
Justin H
Series 66
Springfield, MO
Edward Jones
Justin Harper is a financial advisor with Edward Jones in Springfield, MO, holding a Series 66 designation and four years of industry experience. He previously worked for nine years at Jack Henry and Associates before joining Edward Jones in 2021. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory strategies and affiliated investment products, operates under a fiduciary standard, and is notable for its extensive retail advisor and branch network.
Michael W
Series 66
Springfield, MO
Edward Jones
Michael Wiseman is a financial advisor at Edward Jones in Springfield, MO, holding a Series 66 designation with 19 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he is a silent partner in a nightclub and a member of a property investment LLC, both with no active management responsibilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services. It has a large national presence with over 23,000 advisors and manages approximately $1.01 trillion in assets under management.
Eric K
Series 63, Series 65
Springfield, MO
LPL Financial
Eric Kurth is a financial advisor with LPL Financial based in Springfield, MO, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes nearly three decades at Waddell & Reed, Inc., followed by leadership roles at his own firms, Eric Kurth LLC and Kurth, Franck & Bowles Wealth Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser delivering a wide range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports advisors with various investment platforms and operational tools, managing over $819 billion in discretionary assets through a large network of representatives.
Sidney S
CFP®, Series 66
Nixa, MO
Edward Jones
Sidney Scorse III is a CFP® with nine years of industry experience, currently serving at Edward Jones since 2016. He holds the Series 66 designation and is based in Nixa, MO. 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 programs and investment strategies, operating under a fiduciary standard, and is notable for its extensive advisor network and affiliated financial services.
Thomas S
Series 66
Springfield, MO
Mass Mutual Investors Services
Thomas Sullivan Jr. is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has one year of experience in the financial industry and previously worked in the vacation ownership sector for over a decade. Outside of his advisory role, he manages a business focused on acquiring and renovating distressed residential properties. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to develop written recommendations tailored to client goals.
Sharina S
Series 63, Series 65, Series 66
Springfield, MO
LPL Financial
Sharina Smith is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 10 years of industry experience. She has worked at firms including Morgan Stanley and Mass Mutual and serves as an adjunct instructor of Business Administration at Ozarks Technical Community College. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors and utilizes various advisory models and technology tools to support client strategies.
Kenneth W
Series 63, Series 65
Springfield, MO
STIFEL
Kenneth Williams is a financial advisor at Stifel with 32 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2011 and holds Series 63 and Series 65 designations. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach includes proprietary asset allocation and planning models developed by its Investment Strategy Group, providing guidance intended as a basis for client decisions.
Matthew G
Series 65, Series 63
Springfield, MO
LPL Financial
Matthew Greenwalt Jr. is a financial advisor at LPL Financial in Springfield, MO, holding Series 65 and Series 63 licenses. He has one year of industry experience, having joined LPL Financial in 2025. Outside of finance, he is also employed at Longhorn Steakhouse and is involved with Missouri State University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management options, supported by a large network of advisors and extensive operational resources.
Darcy P
CFP®, Series 66
Springfield, MO
Wells Fargo Advisors
Darcy Parrish is a CFP® professional with 18 years of industry experience, currently serving clients at Wells Fargo Advisors in Springfield, MO. Prior to joining Wells Fargo Advisors, Darcy spent five years at Wells Fargo Clearing. Outside of advisory work, Darcy is involved in coaching baseball and basketball for Nixa Public Schools. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, utilizing proprietary research and planning tools to develop tailored recommendations.
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Finding advisors...
431 advisors near
65804
within the area shown on the map
Out of 400,000+ nationwide