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424 advisors near
65804
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Out of 400,000+ nationwide
Matthew F
Series 63, Series 66
Springfield, MO
Cornerstone Wealth Management, LLC
Matthew Fall is a financial advisor at Cornerstone Wealth Management, LLC in Springfield, MO, holding Series 63 and Series 66 designations with 25 years of industry experience. He has been with Cornerstone Wealth Management and LPL Financial since 2016. Outside of his advisory role, he is involved in a business that manufactures and sells sports display products to retail customers. Cornerstone Wealth Management serves individuals, high-net-worth clients, corporations, retirement plans, and other advisers with asset management, financial planning, and retirement consulting. The firm manages $4.93 billion in discretionary assets and uses a combination of fundamental, quantitative, and qualitative analysis across various securities and investment vehicles, offering tailored account supervision and multiple LPL-sponsored advisory programs.
Joshua W
Series 66
Springfield, MO
Mutual of Omaha Investor Services, Inc.
Joshua Wemple is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 66 designation and six years of industry experience. Prior to joining Mutual of Omaha, he worked at Voya Financial Advisors and BKD, LLP. He serves as president and board member of the nonprofit Good Dads Inc. and volunteers as a youth soccer coach for Sporting Springfield Soccer Club. Additionally, Wemple provides tax advice and accounting services as a CPA. Mutual of Omaha Investor Services, Inc. offers advisory and retirement-plan services to individuals, retirement plans, corporations, and charitable organizations. The firm provides financial planning, third-party money manager programs, and retirement plan consulting through a network of Investment Advisor Representatives who use approved model portfolios and managers.
Gage S
Series 65
Springfield, MO
United Advisor Group
Gage Smart is a financial advisor with United Advisor Group in Springfield, MO, holding a Series 65 designation and beginning his advisory career in 2024. Prior to his current role, he worked at Peterson Wealth Advisors and has experience as an independent insurance agent. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent advisers, offering investment management, financial planning, and family office services using proprietary model portfolios and customized strategies.
Dana G
Series 63, Series 65
Springfield, MO
Apollon Wealth Management, LLC
Dana Greathouse is a financial advisor with Apollon Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. Prior to joining Apollon in 2021, Dana worked at Cascade Financial Management Inc and The Milestone Group, Inc. He is based in Springfield, MO. Apollon Wealth Management is a multi-team SEC-registered adviser serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm combines centrally managed investment models with locally managed portfolios and offers a range of financial planning and portfolio management services, including ESG models, Direct Indexing, and sub-advisory roles for specialized funds.
Connor M
CFA®, Series 65
Springfield, MO
Forvis Mazars Wealth Advisors, LLC
Connor Mc Clew is a CFA® charterholder and holds a Series 65 license, with five years of experience in the financial advisory industry. He is currently with Forvis Mazars Wealth Advisors, LLC, where he has worked since 2022, following positions at BKD Wealth Advisors and involvement with Missouri State University. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser managing approximately $12 billion in assets. The firm offers financial planning, investment management, and consulting services to individuals, families, retirement plans, institutions, and nonprofits, integrating wealth management with coordinated tax and accounting services through its affiliation with Forvis Mazars, LLP.
Stephen H
Series 66
Springfield, MO
Diversify Wealth Management, LLC
Stephen Hall is a Series 66-licensed advisor with 12 years of industry experience. He is currently with Diversify Wealth Management, LLC and has previously worked with Integrated Advisors Network, LLC, and held an online course facilitator role at Midwestern Baptist Theological Seminary. Outside of advisory work, Hall has experience as a president of a local corporation and has been involved in seminary education. Diversify Wealth Management, LLC serves individuals, high-net-worth clients, businesses, retirement plans, and institutions by providing investment management, financial planning, and fiduciary services. The firm employs a tactical diversification and asset allocation approach across multiple platform options and investment instruments, managing approximately $4.1 billion in assets through a team of over 50 advisers.
Patrick K
CFP®, Series 65
Springfield, MO
Forvis Mazars Wealth Advisors, LLC
Patrick Keefer is a CFP® professional with four years of industry experience, currently affiliated with Forvis Mazars Wealth Advisors, LLC. His prior roles include positions at FORVIS Wealth Advisors, BKD Wealth Advisors, RubinBrown LLC, and experience outside finance at Artisan Home Design KC and Stodden Lawn and Landscape. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers integrated financial planning, discretionary and non-discretionary investment management, and specialized retirement plan consulting, managing approximately $12 billion in assets.
Robin C
Series 66
Springfield, MO
Arvest Wealth management
Robin Cole is a financial advisor with Arvest Wealth Management in Springfield, MO, holding a Series 66 designation and seven years of industry experience. He has been with Arvest Wealth Management since 2014. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, managing a combination of discretionary and non-discretionary assets.
Daniel S
Series 63, Series 65
Springfield, MO
Apollon Wealth Management, LLC
Daniel Scott is a financial advisor at Apollon Wealth Management, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Apollon since 2020 and Cascade Financial Management since 2005. In addition to his advisory work, he is an independent insurance agent. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm combines centrally managed investment models with locally managed portfolios and offers a range of services including financial planning, portfolio management, retirement plan advisory, and sub-advisory roles.
Ryan R
Series 66
Springfield, MO
Arvest Wealth management
Ryan Rodgers is a financial advisor with Arvest Wealth Management in Springfield, MO, holding a Series 66 designation and three years of industry experience. He has worked at Arvest Bank and Arvest Wealth Management since 2023. Outside of his advisory role, Rodgers serves as Vice President of the Mavs of Springfield Baseball Foundation and is a baseball coach and part owner of USA Prime Mavericks Baseball, a youth baseball organization. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, with a client-centered approach guided by Investment Policy Statements.
Rhonda C
PFS™, Series 65
Springfield, MO
Forvis Mazars Wealth Advisors, LLC
Rhonda Christopher is a financial advisor at Forvis Mazars Wealth Advisors, LLC with 16 years of industry experience. She holds the PFS™ and Series 65 designations. Her career includes roles at BKD Wealth Advisors, LLC and FORVIS Wealth Advisors, LLC. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers financial planning, investment management, and consulting services, managing approximately $12 billion in assets with an investment approach guided by committee-approved portfolios and integrated financial planning.
Alexander H
Series 65
Springfield, MO
Forvis Mazars Wealth Advisors, LLC
Alexander Hunter is a Series 65-registered financial advisor with 11 years of industry experience. He is currently with Forvis Mazars Wealth Advisors, LLC and has worked previously at BKD Wealth Advisors, LLC. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers financial planning, investment management, and consulting services, managing approximately $12 billion in assets, with an investment approach that includes committee-approved ETFs, mutual funds, bonds, equities, and third-party money managers when appropriate.
Aaron G
Series 66
Springfield, MO
United Advisor Group
Aaron Grahlman is a financial advisor at United Advisor Group with eight years of industry experience. He holds a Series 66 designation and has worked in various roles at United Advisor Group and affiliated firms since 2018. Grahlman serves as a board member for the nonprofit Leadership Thresholds, providing strategic advice to its leadership team. United Advisor Group offers investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, and charities. The firm employs a combination of strategic and tactical asset allocation with value investing, serving a diverse client base through independent branch offices.
Benjamin N
PFS™, Series 63, Series 66
Springfield, MO
Diversify Wealth Management, LLC
Benjamin Newhouse is a financial advisor with Diversify Wealth Management, LLC, holding the PFS™ designation and Series 63 and 66 licenses, with 26 years of industry experience. He has held roles at Dfpg Investments, Inc. and Integrated Advisors Network since 2015 and has been involved with Vineyard Asset Management, LLC since 2007. Outside of his advisory work, he serves on the board of a homeowners association in Breckenridge, CO, and is a trustee at Mission University. Diversify Wealth Management, LLC provides investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services to individual and institutional clients. The firm employs a tactical diversification approach with a broad range of investment instruments and platform options, managing approximately $4.1 billion in assets across more than 50 advisors.
Sydney K
CFP®
Springfield, MO
Forvis Mazars Wealth Advisors, LLC
Sydney Koopmann is a CFP® professional with two years of industry experience, currently advising at Forvis Mazars Wealth Advisors, LLC. His prior roles include positions at FORVIS Wealth Advisors LLC and Central Bank of the Ozarks, as well as work related to Missouri State University. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers comprehensive financial planning, investment management, and retirement plan consulting, managing approximately $12.0 billion in assets and integrating tax and accounting services through its affiliation with Forvis Mazars, LLP.
Stacy D
Series 63, Series 66
Springfield, MO
United Advisor Group
Stacy Davis is a financial advisor with United Advisor Group in Springfield, MO, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her prior work includes roles at ON Investment Management Company, Ohio National Financial Services, and Questar Capital Corporation. Outside of her advisory work, she manages a family farm through Sturgeon Farm LLC and is involved with AKOS Solutions LLC, which focuses on Medicare and health insurance services. United Advisor Group serves individuals, small businesses, trusts, charities, and broker-dealer customers through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary investment management, financial and retirement planning, family office services, and financial education, utilizing proprietary model portfolios, custom-traded accounts, and third-party money managers.
Drake O
Series 65
Springfield, MO
Apollon Wealth Management, LLC
Drake Ogle is a Series 65-licensed financial advisor at Apollon Wealth Management, LLC with one year of industry experience. Prior to his advisory role, he held various positions including work in the hospitality sector and local parks and recreation. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm combines centrally managed model strategies with locally managed portfolios, offering a range of investment solutions including ESG models, direct indexing, and sub-advisory services for private funds and insurance clients.
Nicole C
Series 65
Springfield, MO
Forvis Mazars Wealth Advisors, LLC
Nicole Conklin is a financial advisor at Forvis Mazars Wealth Advisors, LLC with 15 years of industry experience. She holds a Series 65 designation and has worked previously at BKD Wealth Advisors. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm integrates financial planning with discretionary investment management and offers retirement plan consulting, managing approximately $12 billion in assets.
Carlee L
CFP®, Series 63
Springfield, MO
Forvis Mazars Wealth Advisors, LLC
Carlee Lynn is a CFP® professional with five years of industry experience, currently serving at Forvis Mazars Wealth Advisors, LLC. Her career includes roles at BKD Wealth Advisors and Northwestern Mutual Investment Services, among others. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser and a subsidiary of Forvis Mazars, LLP. The firm offers comprehensive financial planning, investment management, and retirement plan consulting to individuals, families, institutions, and nonprofits, managing approximately $12 billion in assets with an investment approach guided by committee-approved portfolios and discretionary mandates.
Deanna H
Series 66, Series 65
Springfield, MO
First Heartland Consultants, Inc.
Deanna Holmes is a financial advisor at First Heartland Consultants, Inc. with 26 years of industry experience. She holds Series 66 and Series 65 licenses and has worked at First Heartland Capital Inc since 2019 and USA Financial Securities Corporation for 15 years prior. Holmes is also part owner of Holmes & Griffeth, Inc., a financial planning firm established in 2002. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management, third-party asset management services, and model-based self-directed brokerage accounts, utilizing a mix of fundamental, technical, and cyclical analysis through independent investment adviser representatives.
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Finding advisors...
424 advisors near
65804
within the area shown on the map
Out of 400,000+ nationwide