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10 advisors near
65708
within the area shown on the map
Out of 400,000+ nationwide
Leeandra E
Series 65
Verona, MO
Walker Asset Management, LLC
Leeandra Ennes is a Series 65 licensed advisor with Walker Asset Management, LLC, based in Verona, MO. She has been with Walker Asset Management since 2021 and has prior experience in the Salon Service Group and Damar Worldwide. Walker Asset Management provides portfolio management, investment advisory services, and financial planning to individuals, families, businesses, and retirement plan participants. The firm uses a modern portfolio theory approach with global diversification and fundamental security analysis, managing discretionary accounts primarily composed of stocks, bonds, mutual funds, and ETFs.
Molly C
Series 66
Verona, MO
Walker Asset Management, LLC
Molly Crider is a financial advisor at Walker Asset Management, LLC with 20 years of industry experience. She holds a Series 66 designation and has worked at Walker Asset Management since 2016, following a prior role at SignalPoint Asset Management LLC. Walker Asset Management provides investment advisory and financial planning services to individuals, families, and businesses, focusing on globally diversified portfolios using stocks, bonds, mutual funds, and ETFs. The firm manages assets on a discretionary basis and operates a wrap fee program tailored to client needs.
Dennis W
Series 63, Series 65
Verona, MO
Walker Asset Management, LLC
Dennis Walker is a financial advisor at Walker Asset Management, LLC with 44 years of industry experience. He has held Series 63 and Series 65 credentials and previously worked at SignalPoint Asset Management LLC. Walker has been with his current firm since 2016. Walker Asset Management provides portfolio management, investment advisory services, and financial planning to individuals, families, businesses, and retirement plan participants. The firm employs a modern portfolio theory approach with global diversification and uses fundamental security analysis along with market trend and economic cycle analysis to construct diversified portfolios primarily composed of stocks, bonds, mutual funds, and ETFs.
Amanda H
Series 63, Series 66
Aurora, MO
Mass Mutual Investors Services
Amanda Hedrick is a financial advisor with Mass Mutual Investors Services in Aurora, Missouri, holding Series 63 and Series 66 licenses. She has four years of industry experience, including roles at Bankers Life and MassMutual Life Insurance Company. Outside of her advisory work, she is involved in a family-operated cow-calf farming business where she manages animal husbandry and forage production. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational services, emphasizing collaborative annual planning relationships and a broad range of investment strategies.
Jeramie G
CFP®, Series 63
Aurora, MO
Edward Jones
Jeramie Grosenbacher is a CFP®-certified financial advisor with Edward Jones, based in Aurora, MO, and has 27 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he manages a purebred Simmental cattle herd. 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. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary strategies, supported by a large nationwide network of advisors and branch offices.
James H
Series 66
Monett, MO
Edward Jones
James Haston is a Series 66 licensed financial advisor with Edward Jones, based in Monett, Missouri. He has 19 years of industry experience, all with Edward Jones since 2007. Outside of his advisory role, he is involved in branch office ownership activities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory and investment services, including discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.
Scott Y
Series 66
Aurora, MO
Edward Jones
Scott Young is a financial advisor at Edward Jones in Aurora, MO, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014 and concurrently operates Bootleggers Restaurant and Brewery. 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 and investment strategies supported by a large network of financial advisors and branch offices nationwide.
Madeleine M
Series 66
Monett, MO
Edward Jones
Madeleine Miller is a financial advisor at Edward Jones in Monett, Missouri, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at Missouri Baptist Medical Center for five years. Outside of her advisory role, she manages an Airbnb rental property in St. Louis. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.
Nicole W
Series 66
Monett, MO
Edward Jones
Nicole Weber is a financial advisor with Edward Jones in Monett, MO, holding a Series 66 designation and over 10 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she is a partner and owner of Donik LLC, a rental property business in Monett. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.
Brett J
Series 66
Monett, MO
Edward Jones
Brett Jones is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2020. Prior to his advisory role, Brett worked at Jones Farm and was employed by the University of Missouri. He is associated with Sigma Development Company, LLC, a fraternity organization. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.
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Finding advisors...
10 advisors near
65708
within the area shown on the map
Out of 400,000+ nationwide