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3 advisors near
64633
within the area shown on the map
Out of 400,000+ nationwide
Jeffrey A
CFP®, Series 63, Series 66
Carrollton, MO
Edward Jones
Jeffrey Adams is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in residential property ownership in Carrollton, Missouri. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Rex B
Series 66
Carrollton, MO
Cetera
Rex Buhrmester is a financial advisor with Cetera in Carrollton, MO, holding a Series 66 credential and 20 years of industry experience. He has also been involved with Buttress and Company, Buhrmester, Swearingin and Company, Inc., and Buhrmester and Associates in various capacities. Outside of his advisory role, Buhrmester serves on the boards of Carroll County Memorial Hospital and Home Savings and Loan Association. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, managing over $256 billion in assets with more than 10,000 advisors.
Brenda B
Series 66
Carrollton, MO
Cetera
Brenda Buhrmester is a financial advisor at Cetera with five years of industry experience and holds a Series 66 designation. Her prior experience includes a decade at the US Department of Housing and Urban Development and ten years at BKD Wealth Advisors, LLC and BKD, LLP. Cetera Investment Advisers LLC is a large SEC-registered firm that serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services, and supports over 10,000 advisors managing more than $256 billion in assets.
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Finding advisors...
3 advisors near
64633
within the area shown on the map
Out of 400,000+ nationwide