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424 advisors near
65804
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Out of 400,000+ nationwide
Geoffrey S
Series 66
Springfield, MO
Sanctuary Advisors, LLC
Geoffrey Stufflebam is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. He has been with Sanctuary Wealth since 2021. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a wide range of investment approaches through a large network of independent advisers and maintains unique practices such as negotiating performance-based fees for qualified institutional buyers and employing multi-custodian arrangements.
Stephanie S
Series 66, Series 63
Springfield, MO
Guardian Life
Stephanie Staggs is a financial advisor at Guardian Life with two years of industry experience. She has worked at Park Avenue Securities and Guardian Life since 2024 and previously operated Staggs Financial Services for three years. Staggs participates as a member of the Physician Assistant Advisory Board at Drury University, where she engages in financial literacy outreach. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and retirement plan consulting to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of advisory programs including discretionary and non-discretionary portfolios managed in-house and by third parties.
Noah H
CFP®
Springfield, MO
Mercer Global Advisors Inc.
Noah Hughes is a CFP® professional with Mercer Global Advisors Inc. in Springfield, MO. He began his career at Mercer Global Advisors in 2024 and has prior experience working in the restaurant industry and education. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach utilizes Modern Portfolio Theory with globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, and specialized asset management options.
Sonny K
Series 66
Springfield, MO
First Command Advisory Services
Sonny Koahou is a financial advisor at First Command Advisory Services in Springfield, MO, holding a Series 66 designation with five years of industry experience. His professional background includes roles at Maverick FX, the United States Postal Service, and 25 years of service in the United States Army. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, managing model portfolios through a centralized Investment Management Team and Wealth Portfolio Managers.
Ryan B
Series 66
Springfield, MO
Mercer Global Advisors Inc.
Ryan Bly is a financial advisor with Mercer Global Advisors Inc. in Springfield, MO. He holds a Series 66 designation and has 13 years of industry experience. His prior roles include positions at Cetera, Emprise Bank, LPL Financial, U.S. Bancorp Investments, and Commerce Bank. Ryan also maintains insurance licenses in accident and health, life, variable life, and annuities in Missouri. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost index vehicles, multi-factor tilts, and tax management strategies.
Robert P
Series 63, Series 65
Springfield, MO
Valic Financial Advisors
Robert Purvis is a financial advisor with Valic Financial Advisors in Springfield, MO, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Valic Financial Advisors since 1988 and also holds an agent position at Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models and providing clients with tailored asset-allocation strategies.
Ashton G
Series 63, Series 66
Springfield, MO
Hornor, Townsend & kent, LLC
Ashton Glaser is a financial advisor at Hornor, Townsend & Kent, LLC with nine years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Mutual of Omaha Investor Services, Mutual of Omaha Insurance Company, Morgan Stanley, and Northwestern Mutual in various roles over an eight-year period. Outside of advisory work, he co-owns a handyman services business with family members. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs and financial planning services. The firm operates as both an SEC-registered investment adviser and a broker-dealer, offering custody, execution, and brokerage capabilities alongside third-party asset manager relationships.
Terry C
CFP®, Series 63, Series 65
Springfield, MO
Prime Capital Financial
Terry Conner is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Prime Capital Financial. His career includes roles at Prime Capital Investment Advisors, Financial Engines Advisors, and TMFS Springfield. Conner holds the vice presidency of the Community Foundation of Rogersville, where he assists with fundraising activities for local charities. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans through asset management, financial planning, and family office services. The firm employs a range of investment strategies and offers integrated tax advisory and consolidated reporting capabilities.
James N
Series 66
Springfield, MO
Hornor, Townsend & kent, LLC
James Norman is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and beginning his advisory career in 2024. His prior experience includes roles at Wells Fargo Advisors and Arvest Bank. He serves as a board member of Ozarks Film Foundry, which promotes economic development in Southwest Missouri through the film industry. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms with an emphasis on client-directed implementation and oversight rather than discretionary trading.
Adam K
Series 66, Series 63
Springfield, MO
Bankers Life Advisory Services, Inc.
Adam Kragskow is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 66 and Series 63 licenses and has five years of industry experience. Prior to his current role, he worked at Northwestern Mutual and O'Reilly Auto Parts. In addition to his advisory work, he serves as a Specialist in the Missouri National Guard and manages a business selling sports trading cards and memorabilia. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management as well as retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis methods to construct tailored portfolios aligned with client goals and risk tolerances.
Brian T
Series 66
Ozark, MO
Empower Advisory Group
Brian Tree is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with Empower Advisory Group and has previously worked at firms including Personal Capital Advisors Corporation, Fisher Investments, TD Ameritrade, and Scottrade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.
Pierce R
Series 65, Series 63
Springfield, MO
Hornor, Townsend & kent, LLC
Pierce Randolph is a financial advisor at Hornor, Townsend & Kent, LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at firms including Northwestern Mutual and The Penn Mutual Life Insurance Company. Randolph owns and operates Outdoor Life Productions, a bass fishing tournament series and media company. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm offers both discretionary and non-discretionary account options and integrates third-party asset manager relationships within its advisory platform.
Kaz W
CFP®, Series 66
Springfield, MO
Mercer Global Advisors Inc.
Kaz Woodward is a CFP® and holds a Series 66 license with six years of industry experience. Woodward has worked at Mercer Global Advisors Inc. since 2022 and previously held roles at Heim, Young & Associates, Inc., Federated Insurance, and New York Life. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and strategic use of low-cost index vehicles.
Darren G
Series 63, Series 66
Springfield, MO
Eagle Strategies (NY Life)
Darren Godfrey is a financial advisor with Eagle Strategies (New York Life) based in Springfield, MO, holding Series 63 and Series 66 licenses and has 19 years of industry experience. His career includes roles at Eagle Strategies since 2021, APEX Financial Strategies, LLC for 10 years, and ongoing affiliations with Nylife Securities Inc. and New York Life Insurance. Outside of advisory work, he has a long-term involvement with Herschend Family Entertainment. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered through multiple program types and manages the majority of its regulatory assets on a non-discretionary basis.
Collin G
CFP®, Series 63, Series 65
Springfield, MO
Prime Capital Financial
Collin Gimlin is a CFP® professional with five years of experience, currently serving as a financial advisor at Prime Capital Financial. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Co., and OakStar Bank. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans through comprehensive asset management, financial planning, and family office services. The firm employs a variety of investment strategies and provides integrated tax advisory and financial administration solutions.
Christian C
Series 65
Springfield, MO
Prime Capital Financial
Christian Conner is a financial advisor at Prime Capital Financial with 11 years of industry experience. He holds a Series 65 designation and has worked previously at Financial Engines Advisors L.L.C. and The Mutual Fund Store. Conner provides financial advice through referrals from Ramsey Solutions’ SmartVestor program. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a wide range of services including asset management, financial planning, retirement plan sponsor and trustee services, and family office offerings, utilizing both discretionary and non-discretionary investment management strategies.
Bethany L
Series 66
Springfield, MO
Empower Advisory Group
Bethany Li is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. She previously worked at RTS Financial and Penney, Murray & Associates - Ameriprise Financial Services, LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage account holders, utilizing an integrated model tied to Empower’s recordkeeping and administrative platforms.
Eric P
CFP®, Series 63, Series 65
Springfield, MO
Commonwealth Financial Network
Eric Peterson is a CFP® professional with 41 years of industry experience, currently serving at Commonwealth Financial Network and operating Peterson Wealth Advisors. He has led his own entity, Eric K. Peterson, LLC, since 2001. Peterson is based in Springfield, MO. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients, managing roughly $212.7 billion in assets. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody and clearing services.
Jeffrey R
CFP®, Series 63, Series 66
Springfield, MO
Sanctuary Advisors, LLC
Jeffrey Robinson is a CFP® professional with 15 years of industry experience, currently serving at Sanctuary Advisors, LLC since 2022. He previously worked at Ameriprise Financial Services, Inc. for eight years and is a partner at Robinson & Co. LLP, an accounting firm providing tax and accounting services. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, through a network of over 400 investment adviser representatives. The firm employs various analytical approaches and delivers advice via discretionary or non-discretionary management, supporting customized investment strategies on multiple account platforms.
John B
Series 63, Series 65
Springfield, MO
Principal Financial Services
John Brinkmann is a financial advisor with Principal Financial Services in Springfield, MO, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Principal Securities Inc. since 2016 and has held various insurance and financial services roles over the past two decades. Brinkmann has also served as a director assisting in organizing a Missouri State University basketball golf tournament fundraiser. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm emphasizes direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions delivered primarily on a discretionary basis.
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Finding advisors...
424 advisors near
65804
within the area shown on the map
Out of 400,000+ nationwide