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74 advisors near
64870
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Out of 400,000+ nationwide
Hailey V
CFP®, Series 66
Joplin, MO
LPL Enterprise
Hailey Vanslyke is a CFP® professional at LPL Enterprise with five years of industry experience. She has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advisory work, she educates clients on Medicare and sells Medicare supplement and prescription drug plans. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach with access to third-party asset managers and offers financial planning, insurance product sales, and affiliated trust services.
Matthew G
CFP®, ChFC®, Series 63, Series 66
Webb City, MO
Edward Jones
Matthew Gibson is a financial advisor with Edward Jones in Webb City, Missouri, holding CFP® and ChFC® designations and with 12 years of industry experience. Prior to joining Edward Jones in 2018, he was a vice president at State Farm VP Management Corp and operated the Matthew Gibson Insurance Agency from 2015 to 2018. 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 and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.
Robert H
Series 63, Series 66
Joplin, MO
Edward Jones
Robert Hogue is a financial advisor at Edward Jones with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2003. In addition to his advisory role, he serves in the United States Army Reserve, where he holds positions including Plans Officer and Battalion Commander. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Michael S
CFP®, Series 66
Joplin, MO
Edward Jones
Michael Swanson is a CFP® and holds a Series 66 license, with five years of industry experience. He has worked at Edward Jones since 2015, including a current tenure beginning in 2021, and previously spent time at the University of Arkansas and the Startup Junkie Foundation. Outside of his advisory role, he participates as an independent contractor in marketing research through the Field Agent app. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide spectrum, with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Tina H
Series 63, Series 65
Carthage, MO
LPL Financial
Tina Hallmark is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. She has been with LPL Financial since 2006. Hallmark is also involved with Carthage Wealth Advisors in an accounting-related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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.
Donald S
Series 66, Series 63
Joplin, MO
Edward Jones
Donald Swanson is a financial advisor at Edward Jones in Joplin, Missouri, with 47 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1979. Outside of his advisory role, he serves on the board of the Joplin R-8 Foundation, which provides guidance for student needs. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.
Caleb H
Series 66
Joplin, MO
Edward Jones
Caleb Hamilton is a financial advisor with Edward Jones in Joplin, MO, holding a Series 66 designation and one year of experience at the firm. His prior work history includes roles in law enforcement and public safety with several police departments and a juvenile detention center. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.
Patrick G
Series 66, Series 63
Joplin, MO
Edward Jones
Patrick Goodknight is a financial advisor with Edward Jones in Joplin, MO, holding Series 66 and Series 63 designations and bringing 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his financial advisory role, he is the owner of a commercial rental business in Joplin. 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 strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.
James S
Series 63, Series 66
Joplin, MO
LPL Financial
James Secker is a financial advisor with LPL Financial in Joplin, Missouri. He holds Series 63 and Series 66 licenses and has 31 years of industry experience. His prior work history includes roles at Arvest Wealth Management, First Financial Wealth Management, LPL Financial Corporation, and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and asset management solutions through a large network of investment adviser representatives.
Brendan J
Series 66
Joplin, MO
STIFEL
Brendan Jewell is a Series 66 licensed financial advisor with Stifel in Joplin, MO, and has one year of industry experience. His prior work history includes roles at O'Reilly Auto Parts, Walmart, Missouri Southern State University, Woodys Smokehouse, and Carl Junction Schools. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services with an investment approach based on proprietary methodologies developed by its Investment Strategy Group.
Brian M
Series 66
Webb City, MO
Edward Jones
Brian Massey is a financial advisor with Edward Jones in Webb City, MO, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, Massey manages a cattle farm in Oronogo, MO, and serves as a board member for the Carl Junction School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.
Kevin H
Series 66
Joplin, MO
Edward Jones
Kevin Hamilton is a financial advisor with Edward Jones in Joplin, MO, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.
Seth R
Series 66
Joplin, MO
Edward Jones
Seth Reed is a financial advisor at Edward Jones in Joplin, MO, holding a Series 66 designation and bringing experience from several roles including ownership of Exemplify LLC, where he worked as a health insurance broker. He has also worked in other capacities such as a server at First Watch. Reed’s background includes time as a self-employed professional and roles with multiple financial services firms. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.
Samuel R
Series 66
Joplin, MO
Edward Jones
Samuel Robertson is a financial advisor at Edward Jones with a Series 66 designation and five years of industry experience. He has been with Edward Jones since 2016 and previously worked at Experimac and Missouri Southern State University. 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 investment products, supported by a large nationwide network of financial advisors and branch offices.
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Finding advisors...
74 advisors near
64870
within the area shown on the map
Out of 400,000+ nationwide