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28 advisors near
65686
within the area shown on the map
Out of 400,000+ nationwide
David D
Series 63, Series 66
Galena, MO
AGH Wealth Advisors, LLC
David Darby is a financial advisor with AGH Wealth Advisors, LLC in Galena, Missouri, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with AGH Wealth Advisors and LPL Financial since 2008. In addition to his advisory role, Darby is involved in third-party administration services related to payroll, HR, and retirement plan accounting through affiliated entities. AGH Wealth Advisors is an SEC-registered firm serving individuals, retirement plans, trusts, estates, and institutions with portfolio management, financial planning, and consulting services. The firm employs tailored, discretionary investment management using fundamental and technical analysis, operates a wrap fee program, and is affiliated with the accounting firm Allen, Gibbs & Houlik, L.C.
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. He has held positions at multiple firms including Clearwater Wealth Management and Principal Life Insurance Company. Independent Financial Group is a large integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors with investment advisory programs, financial planning, and retirement plan services. The firm combines in-house and third-party model portfolios and operates as both a registered investment adviser and an active broker-dealer.
Rob J
Series 66
Branson, MO
Edward Jones
Rob Johns is a financial advisor at Edward Jones in Branson, MO, with 9 years of industry experience. He holds the Series 66 designation and previously worked at Central Bank of Branson from 2011 to 2017 before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options supported by a nationwide network of more than 23,700 financial advisors.
Michael T
Series 66
Branson, MO
Edward Jones
Michael Taylor is a financial advisor with Edward Jones in Branson, MO, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is an organizer of March and October, LLC, an entity formed for property purchase in New Virginia, Iowa. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large national network of financial advisors and branch offices.
Jacob D
Series 66
Branson, MO
LPL Enterprise
Jacob Dean is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His prior roles include positions at Robbins Financial LLC and Charles Schwab. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, consulting, and access to various advisory and brokerage products through an integrated platform.
Shay R
Series 66
Branson, MO
LPL Enterprise
Shay Robbins is a Series 66-licensed financial advisor with LPL Enterprise and has two years of industry experience. Prior to joining LPL Enterprise, Robbins worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of financial advising, Robbins is a silent partner in a local pizza business and has been active as a speaker for seminars and workshops since 2005. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services using a platform that integrates adviser programs with insurance and other financial products.
Fadilah G
Series 63, Series 65
Cape Fair, MO
LPL Financial
Fadilah Gambrell is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. She has 26 years of industry experience and has been with LPL Financial since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and utilizes model portfolios, third-party subadvisors, and research-driven strategies.
Samuel P
Series 66
Branson West, MO
Edward Jones
Samuel Piche is a financial advisor at Edward Jones in Branson West, MO, holding a Series 66 designation. He has prior experience at Generations Bank, Robbins Insurance Group, Ozarks Teen Challenge, Home of Grace, and the Army National Guard. Outside of finance, he has been involved in a construction business partnership through Nobel Construction LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, investment strategies, and affiliated capabilities. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.
Sean F
Series 66
Branson, MO
LPL Financial
Sean Fitzgerald is a financial advisor with LPL Financial in Branson, MO, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Central Bank and Cutting Edge LLC, as well as teaching roles at Missouri State University, Coastal Carolina University, and the University of Michigan. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a wide range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.
John N
Series 63, Series 65
Branson, MO
OSAIC
John Nangle is a financial advisor at OSAIC with 12 years of industry experience. He holds Series 63 and Series 65 certifications. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services Inc. for nine years and Connell Insurance for nineteen years. He also operates a branch office for James Financial Partners, LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated financial services through a large network of affiliated advisors and utilizes various asset-allocation and portfolio management tools.
Quincy F
Series 66
Branson, MO
LPL Financial
Quincy Flanagan is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, Quincy held positions at Central Trust Bank, Big Cedar Lodge, Bass Pro Shops, and College of the Ozarks. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by extensive research and technology tools.
Amanda A
Series 66
Kimberling City, MO
Edward Jones
Amanda Ayres is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2000. Outside of her advisory role, she serves as a Member at Large for The Estates of Hickory Woods Homeowner's Association in Nashville, Tennessee. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of investment advisory programs and affiliated services under a fiduciary standard.
Cory R
Series 66
Branson, MO
Edward Jones
Cory Ross is a financial advisor at Edward Jones in Branson, Missouri, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Branson Bank for nine years. He serves as Board President of Public Water Supply District #3 of Taney County, where he leads meetings and oversees financial matters. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment options. The firm is notable for its extensive retail advisor network and capabilities beyond advisory services, including a trust company and securities-based lending.
Paul C
Series 66
Branson, MO
LPL Financial
Paul Childress is a financial advisor with LPL Financial in Branson, MO, holding a Series 66 credential and 16 years of industry experience. He has been with LPL Financial since 2013. Outside of his advisory role, he is involved in buying and selling recreational vehicles. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.
John R
Series 66
Blue Eye, MO
Edward Jones
John Rhodes is a financial advisor with Edward Jones, holding a Series 66 credential and bringing 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, Rhodes is a martial arts instructor specializing in Kajukenpo. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions under a fiduciary standard.
Tyler J
Series 63, Series 65
Branson, MO
OSAIC
Tyler James is a financial advisor with Osaic Wealth, Inc. in Branson, Missouri, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He previously worked at Woodbury Financial Services and has been president of James Financial Partners since 2007, where he brokers fixed insurance products. He serves on the board of the Logan Rogersville Educational Foundation and is a member of the investment committee for the nonprofit Harmony House. Osaic Wealth, Inc. serves a diverse client base including individuals, high‑net‑worth investors, pension plans, corporations, and charitable organizations. The firm combines brokerage and advisory services, using asset-allocation tools and third-party platforms to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.
Jason W
Series 66, Series 63, Series 65
Branson, MO
Cetera
Jason Worley is a financial advisor at Cetera with 28 years of industry experience. He holds Series 66, Series 63, and Series 65 credentials. His prior firms include Axa Advisors, Waddell & Reed, and Kansas City Life Insurance Company. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to a range of program platforms and third-party managers within a large multi-manager platform.
William H
Series 66
Kimberling City, MO
Thrivent Investment Management
William Hennecke Jr. is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2024. Prior to his advisory career, he was involved with several parishes, including Our Lady of the Cove, Sacred Heart, St. Ann, St. Teresa, Christ the King, and St. Jude Chapel. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”
Matthew B
Series 66
Branson, MO
Ameriprise
Matthew Baker is a financial advisor with Ameriprise in Branson, MO, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at Cain Watters & Associates, Ernst & Young, and Branson Bank. He is also employed by Branson Bank, where he serves as a financial advisor through Ameriprise’s investment service custodial channel. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on written recommendation reports and ongoing retirement income planning, utilizing proprietary research and third-party data to support tax-aware withdrawal strategies and asset allocation.
Ryan H
Series 66
Branson, MO
Edward Jones
Ryan Holmes is a financial advisor at Edward Jones in Branson, MO, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he owned and operated Mr. G's Chicago Pizza and Pub for ten years. He is also involved in real estate development as a manager. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies and advisory services supported by a nationwide network of financial advisors and branch offices.
Jeremy Y
Series 66
Branson West, MO
Edward Jones
Jeremy Young is a financial advisor with Edward Jones in Branson West, Missouri, holding a Series 66 designation and with 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is the sole member of Young Legacy, LLC, a business managing a nightly rental property. 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. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and maintaining a large retail advisor and branch network.
Terri C
CFP®, ChFC®, Series 66
Branson, MO
Edward Jones
Terri Copeland is a financial advisor at Edward Jones with 23 years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations. Her prior work includes roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Cetera Financial Specialists LLC. 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 with a large network of advisors and branches, offering a range of advisory programs, tax-efficient services, and affiliated investment products.
James C
Series 66
Branson, MO
Edward Jones
James Chrouser is a financial advisor at Edward Jones in Branson, MO, holding a Series 66 designation with seven years of industry experience. Before joining Edward Jones in 2018, he worked at BKD, LLP and Jordan Valley Community Health Center. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory and investment services, supported by a network of more than 23,700 financial advisors and 15,000 branch offices nationwide.
Jeffrey K
Series 63, Series 65
Holister, MO
Thrivent Investment Management
Jeffrey Kohls is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning that covers a wide range of topics and allows clients to combine planning with managed accounts via a consolidated billing option, while maintaining separate planning and management services.
Pamela T
Series 63, Series 66
Kimberling City, MO
Edward Jones
Pamela Tucker is a financial advisor at Edward Jones with 30 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at George K Baum & Company for 23 years, followed by Fidelity Investments for three years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies and services supported by a large network of financial advisors and branch offices.
Mitchell H
Series 66, Series 63
Branson, MO
Edward Jones
Mitchell Holmes is a financial advisor with Edward Jones in Branson, MO, holding Series 66 and Series 63 licenses and bringing 41 years of industry experience. He has been with Edward Jones since 1984. Outside of his advisory role, Holmes owns a restaurant in Branson. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.
Xavier S
Series 66
Hollister, MO
Edward Jones
Xavier Sinniah is a financial advisor with Edward Jones in Hollister, MO, holding the Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. 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. The firm offers a range of investment strategies and affiliated services, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.
Grant B
Series 66
Kimberling City, MO
Edward Jones
Grant Beasley is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked for Eli Lilly and Company for 21 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.
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Finding advisors...
28 advisors near
65686
within the area shown on the map
Out of 400,000+ nationwide