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171 advisors near
65279
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John M
CFP®, Series 63, Series 66
Columbia, MO
Commonwealth Financial Network
John Madigan is a CFP® professional with 26 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and owns Madigan Wealth Management. His prior experience includes roles at LPL Financial, INVEST Financial Corp, and Central Bank. Commonwealth Financial Network is a registered investment adviser that supports a national network of advisors by providing operations, trading, technology, investment management, compliance, and practice-management services. The firm offers a range of advisory programs and discretionary model portfolios while enabling advisors to construct customized client portfolios.
Jared R
CFP®, Series 66
Columbia, MO
NEwEdge Advisors
Jared Reynolds is a CFP® professional with 24 years of experience in the financial services industry, currently serving as an advisor at NewEdge Advisors. His prior experience includes roles at WR Tax Planners LLC and LPL Financial. Outside of his advisory work, he is involved in several non-investment ventures, including ownership and management of farms, recreational properties, and a consulting company. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, and charitable organizations, offering discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning. The firm manages portfolios using a range of investment vehicles and analytic approaches, with regular reviews and rebalancing.
Quin G
Series 66
Boonville, MO
Money Concepts Capital Corp
Quin Gentry is a financial advisor with Money Concepts Capital Corp in Boonville, MO. He holds the Series 66 designation and has approximately one year of industry experience, including prior roles at Gentry Wealth Solutions and Synergy Wealth Solutions. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a broad client base, including individual investors, pension plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in client assets through a network of several hundred advisors, using model-driven and asset-allocation approaches with both discretionary and non-discretionary programs.
William R
Series 63, Series 65
Boonville, MO
Money Concepts Capital Corp
William Rapp is a financial advisor with Money Concepts Capital Corp in Boonville, MO, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has worked at Money Concepts since 2018 and previously at Signator Investors, Inc. and Safeco Investment Services, Inc. Rapp is also involved in the sale of health, dental, and group benefits through Naught Naught Agency, a business he has operated since 1998. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm utilizes a variety of managed programs and combines model portfolios, IAR-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis along with modern portfolio theory.
Adam W
CFP®, Series 63, Series 65
Columbia, MO
OSAIC
Adam Wheeler is a CFP® professional with 19 years of industry experience, currently affiliated with OSAIC since 2025. Prior to joining OSAIC, he spent 18 years at Lincoln Financial Advisors. He is also active as an insurance agent offering accident and health, disability, life insurance, and annuity products. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers and advisory platforms. The firm provides a range of integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party managed account solutions.
Kevin A
Series 63, Series 66
Columbia, MO
LPL Financial
Kevin Adam is a financial advisor with LPL Financial in Columbia, MO, holding Series 63 and Series 66 licenses and possessing 32 years of industry experience. His prior firms include Cetera Advisors LLC and Lincoln Investment. He is involved with SteadFast Wealth LLC, an entity related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management supported by proprietary and third-party research.
Travis F
Series 66
Columbia, MO
Edward Jones
Travis Figg is a financial advisor with Edward Jones in Columbia, MO, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he is involved as an Amazon affiliate for a fly fishing website. 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 discretionary and non-discretionary investment strategies through a nationwide network of advisors and branch offices.
Angela C
Series 66
Columbia, MO
LPL Financial
Angela Cantin is a financial advisor with LPL Financial based in Columbia, MO. She holds a Series 66 designation and has three years of industry experience. Cantin has worked with The Bank of Missouri since 2005 and joined LPL Financial in 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.
Jeron T
Series 66
Columbia, MO
LPL Financial
Jeron Tetteh is a financial advisor with LPL Financial based in Columbia, MO. He holds the Series 66 designation and has two years of industry experience. Prior to joining LPL Financial in 2023, he worked at Central Bank of Boone County and Bank 21. Outside of his advisory role, he is involved with the Martin Community Center. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and a variety of portfolio management options.
Shelley T
Series 63, Series 66
Columbia, MO
STIFEL
Shelley Taylor Short is a financial advisor with Stifel in Columbia, MO, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has worked at Stifel Nicolaus since 2008 and previously spent 14 years at Woodcrest Chapel. Outside of her advisory role, she serves as a bookkeeper for the Money Maids Investment Club, providing monthly accounting reports. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs proprietary methodologies developed by its Investment Strategy Group to guide asset allocation and financial planning.
Matthew P
Series 63, Series 66
Boonville, MO
Edward Jones
Matthew Peiter is a financial advisor at Edward Jones in Boonville, MO, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.
Dean M
CFP®, Series 66
Columbia, MO
LPL Financial
Dean Mccullar is a CFP® professional with 15 years of industry experience, currently affiliated with LPL Financial since 2018. Prior to joining LPL, he worked at Invest Financial Corporation for seven years and has been associated with Central Bank of Boone County for over two decades. His activities include serving as an agent for Investment Services Insurance Inc., a non-variable insurance firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a wide range of advisory programs, retirement plan consulting, and brokerage services supported by research, model portfolios, and advanced technologies.
Jason L
CFP®, Series 63
Columbia, MO
Edward Jones
Jason Lawless is a CFP® professional with 23 years of industry experience, all at Edward Jones since 2003. He serves as a board member for the Missouri MOST 529 College Savings Plan and is a reserve officer in the US Air Force. Additionally, he is involved in agricultural ventures, managing crop farming and owning a hunting farm and lodge. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.
Jacob P
Series 63, Series 66
Columbia, MO
Cetera
Jacob Portock is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at several related firms including Bankers Life and is currently involved in administrative and client support roles at Rock Bridge Financial Advisors. Prior to his advisory career, he spent five years at Central Methodist University. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with over $256 billion in assets under management and more than 10,000 advisors nationwide.
Gregory R
Series 63
Columbia, MO
Raymond James Financial
Gregory Reed is a financial advisor with Raymond James Financial in Columbia, MO, holding a Series 63 designation and 29 years of industry experience. He is also the CEO of Daisy Dog, LLC, a business he founded in 2011. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by advanced analytical tools and maintains specialized programs for municipal finance and SIMPLE IRA employer advisory services.
Lance R
Series 63, Series 66
Boonville, MO
Edward Jones
Lance Reynolds is a financial advisor with Edward Jones in Boonville, MO, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he owns a cattle farming operation in Clifton Hill, MO. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over four million clients and approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products, operating under a fiduciary standard.
Bradley M
Series 63, Series 65
Columbia, MO
STIFEL
Bradley Miller is a financial advisor at Stifel with 47 years of industry experience. He has been with Stifel, Nicolaus & Co., Inc. since 2000. Outside of his advisory role, he manages the bookkeeping and farmland operations for his family’s farming partnership and serves as head of the service committee for Impact Rotary of Columbia. Stifel serves a broad client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.
Nathaniel S
Series 65, Series 63
Columbia, MO
Thrivent Investment Management
Nathaniel Simmons is a financial advisor at Thrivent Investment Management in Columbia, MO, holding Series 65 and Series 63 designations with 10 years of industry experience. He has worked with Thrivent Financial and Thrivent Investment Management since 2016. Outside of his advisory role, he serves as an elder at his home church, participating in monthly meetings and providing spiritual support. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based analyses without discretionary trading authority. The firm’s approach integrates planning with managed-account programs under a consolidated billing option while maintaining the separation of these services.
Brian P
Series 63, Series 66
Columbia, MO
Cetera
Brian Pulliam is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has worked at Cetera since 2018, including its affiliated entities, and previously spent seven years with VOYA Financial Advisors. Outside of advisory work, he is involved in fixed insurance sales and operates a farming business. Cetera Investment Advisers LLC is a large SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multi-manager platforms and various program structures to accommodate diverse client needs.
William F
Series 63, Series 65
Columbia, MO
STIFEL
William Fleming is a financial advisor with Stifel in Columbia, MO, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has been with Stifel since 1991. Fleming serves as a member of the Stamper Scholarship Committee at Moberly Area Community College and is on the board of the Howard T & Sara B Fleming Charitable Foundation. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group to guide asset allocation and planning decisions.
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Finding advisors...
171 advisors near
65279
within the area shown on the map
Out of 400,000+ nationwide