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3 advisors near
65625
within the area shown on the map
Out of 400,000+ nationwide
John F
Series 63, Series 65
Shell Knob, MO
Independent Financial Group, LLC
John Franklin is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His prior roles include positions at LPL Financial, Prudential Equity Group, and Northwestern Mutual, among others. Independent Financial Group, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning and portfolio management services through various platforms and combines strategic asset allocation with multi-manager portfolios across standard risk profiles.
Shane B
Series 63, Series 66
Cassville, MO
Edward Jones
Shane Boyd is a financial advisor at Edward Jones in Cassville, MO, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of 23,701 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Deborah K
Series 63, Series 65
Exeter, MO
Wells Fargo Clearing
Deborah Kober is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 29 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Outside of her advisory role, she owns and operates Devora's Garden LLC, maintaining an apiary and nursery. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.
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Finding advisors...
3 advisors near
65625
within the area shown on the map
Out of 400,000+ nationwide