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11 advisors near
64735
within the area shown on the map
Out of 400,000+ nationwide
Galen D
Series 63, Series 65
Clinton, MO
Eagle Strategies (NY Life)
Galen Dody is a financial advisor with Eagle Strategies (NY Life) based in Clinton, Missouri, holding Series 63 and Series 65 licenses with 37 years of industry experience. He has worked with Generation Strategies, LLC, and operates Dody Legacy Group, LLC, while maintaining a longstanding affiliation with New York Life and Nylife Securities Inc. Outside of advisory work, Dody serves on multiple nonprofit boards including the Truman Lake Foundation, KMOS-TV public broadcasting, the Henry County Historical Society, and Agri-Legacy Tomorrow, which supports agricultural education scholarships. Eagle Strategies serves a broad mix of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.
Aaron F
Series 66
Clinton, MO
Cetera
Aaron Fickle is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has worked previously at Avantax Advisory Services and Cook & Company CPAs + Wealth Management, where he also serves as a small business specialist and wealth management assistant. Fickle is an advisory board member of the Truman Lake Community Foundation. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.
Jerry W
Series 63, Series 65
Clinton, MO
OSAIC
Jerry Willis is a financial advisor with Osaic Wealth, Inc. based in Clinton, Missouri. He holds Series 63 and Series 65 credentials and has 34 years of industry experience, including 17 years at Woodbury Financial Services prior to joining Osaic in 2024. Willis is the owner of a fixed insurance sales business that has operated since 1988. Osaic Wealth, Inc. serves retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and risk-tolerance analysis to construct diversified portfolios tailored to client needs.
Cindy E
Series 63, Series 65
Clinton, MO
Raymond James & Associates
Cindy Ellis is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her prior roles include longtime tenure at Commerce Brokerage Services, Inc. and LPL Financial. Outside of finance, she owns and operates Cinderellis Fitness, LLC, where she teaches fitness and yoga classes. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering financial planning, investment consulting, and municipal advisory services.
James S
CFP®, Series 66
Clinton, MO
Edward Jones
James Stiegemeyer is a CFP® professional affiliated with Edward Jones, where he has been an advisor since 2016. He holds a Series 66 license and has 10 years of industry experience. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.
Benjamin J
Series 63, Series 65
Clinton, MO
Cetera
Benjamin Johnson is a financial professional with 12 years of industry experience. He is currently with Cetera and holds Series 63 and Series 65 credentials. His prior experience includes six years at Cambridge Investment Research Advisors and two years at Securities America. Johnson serves as board chairman for Big Brothers Big Sisters of Henry County and holds several other community service board roles in Clinton, MO. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and consulting services utilizing multiple program structures and investment options, supported by a multi-manager platform.
Shelly J
Series 66
Clinton, MO
Cambridge Investment Research Advisors
Shelly Johnson is a financial advisor at Cambridge Investment Research Advisors with seven years of industry experience. She holds a Series 66 designation and has worked at Cambridge since 2018, also maintaining a role at Financial Designs, Inc. Outside of her advisory work, Johnson is involved in community activities related to swimming, serving as president of the Golden Valley Swim Club and secretary of the South Suburban Swim League, and coaches at Clinton High School. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing proprietary models and third-party managers across various platform arrangements with both discretionary and non-discretionary options.
Joseph M
CFP®, Series 66
Clinton, MO
Edward Jones
Joseph Manning is a financial advisor with Edward Jones in Clinton, MO, holding CFP® and Series 66 credentials and having 11 years of industry experience. He has been with Edward Jones since 2014 and is also a partner in Green Arrow Investments, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.
John D
CFP®, Series 66
Clinton, MO
Edward Jones
John Davis is a CFP® and Series 66 designated financial advisor with Edward Jones in Clinton, MO, where he has worked since 2008. He has 17 years of industry experience. Outside of his advisory role, he serves as Vice President of Stanlin Auto & Truck Salvage in Tebbetts, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets through a nationwide network of financial advisors.
Ryan C
Series 63, Series 66
Clinton, MO
Cetera
Ryan Cook is a financial advisor at Cetera with over 22 years of industry experience. He holds Series 63 and Series 66 designations and has worked with firms including Avantax and 1st Global Advisors. Cook is the sole owner of Cook & Company Wealth Management, a CPA firm providing wealth management services. He serves as a board member of the Truman Lake Community Foundation, which awards grants to local organizations. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of investment management and consulting services through a platform that includes affiliated and third-party managers, supporting both discretionary and non-discretionary accounts.
Ashton F
Series 66
Clinton, MO
Cetera
Ashton Fickle is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Prior to joining Cetera, Ashton worked at Avantax Advisory Services and Avantax Investment Services, and also serves as a wealth management assistant and small business specialist at Cook & Company CPAs + Wealth Management. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, employing a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.
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Finding advisors...
11 advisors near
64735
within the area shown on the map
Out of 400,000+ nationwide