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9 advisors near
63841
within the area shown on the map
Out of 400,000+ nationwide
Matt M
Series 65
Dexter, MO
Bagby Wealth Management
Matt Myers is a financial advisor at Bagby Wealth Management with a Series 65 credential and two years of industry experience. He previously worked at First Midwest Bank for ten years before joining Bagby Wealth Management in 2024. Bagby Wealth Management provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, fiduciaries, corporate, and institutional clients. The firm offers a range of program options, combining a buy-and-hold, ETF-based strategic approach with a market-driven tactical program that uses proprietary trend and technical analysis.
Jerry B
Series 63, Series 65
Dexter, MO
Bagby Wealth Management
Jerry Bagby is a financial advisor with Bagby Wealth Management in Dexter, Missouri, holding Series 63 and Series 65 designations and over 42 years of industry experience. He has been associated with Bagby Investment Consultants since 1994 and previously with Bagby Financial Services, Inc. Mr. Bagby manages several family trusts and oversees a small aircraft rental business. Bagby Wealth Management provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, fiduciaries, corporate, and institutional clients. The firm employs both a buy-and-hold ETF-based strategic approach and a market-driven tactical program using proprietary trend and technical analysis, offering multiple program options including discretionary and non-discretionary strategies.
Gary E
Series 66
Dexter, MO
Edward Jones
Gary Eaton is a financial advisor with Edward Jones, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Walmart for 24 years. He serves as the board president for the Bernie R13 School District, where he is involved in guidance and creation of school policy as well as evaluation of the superintendent. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors.
Austin F
Series 66
Dexter, MO
Edward Jones
Austin Fridley is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2023. Prior to that, he was employed in the banking sector at First State Community Bank and State Bank of Southwest Missouri. 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, tax-efficient services, and separately managed accounts.
Robert M
CFP®, Series 66
Dexter, MO
LPL Financial
Robert Monroe is a CFP®-certified financial advisor with 11 years of industry experience. He has worked at Edward Jones for 11 years before joining LPL Financial in 2025. Monroe operates Monroe Financial Services LLC, a business entity unrelated to investment advisory services. 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 solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.
Madison F
CFP®, Series 66
Dexter, MO
Edward Jones
Madison Fridley is a CFP® professional with eight years of experience at Edward Jones, where she has worked since 2017. Prior to joining Edward Jones, she was affiliated with Missouri State University for two years. 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, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.
Allie R
Series 66
Dexter, MO
LPL Financial
Allie Rowland is a Series 66 licensed financial advisor with LPL Financial, based in Dexter, MO, and has two years of industry experience. Prior to joining LPL Financial and Worley Monroe Advisors in 2025, she worked at Edward Jones from 2022 to 2025, as well as in the insurance and title sectors. 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 investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, with support from technology and broad financial services.
Kellie H
Series 66
Puxico, MO
Edward Jones
Kellie Hoelting is a Series 66-licensed financial advisor with Edward Jones, based in Puxico, MO. She has been with the firm since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.
Benjamin W
Series 63, Series 66
Dexter, MO
LPL Financial
Benjamin Worley is a financial advisor at LPL Financial with 28 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 27 years. Outside of his advisory role, he is involved with Bootheel Pediatric Therapy, LLC, a business unrelated to investment services. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, utilizing both proprietary research and third-party subadvisors.
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Finding advisors...
9 advisors near
63841
within the area shown on the map
Out of 400,000+ nationwide