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3 advisors near
65746
within the area shown on the map
Out of 400,000+ nationwide
Kevin P
Series 66
Seymour, MO
Gradient Advisors, LLC
Kevin Plain is a financial advisor with Gradient Advisors, LLC, holding a Series 66 designation and one year of industry experience. His background includes roles at Integrity Alliance, Sheepdog Financial LLC, LPL, and UnitedHealthCare. Outside of his advisory work, he is a business owner of IYH Guns LLC and volunteers with Realove Church. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, utilizing a largely non-discretionary model with documented client objectives and risk tolerance.
Richard C
CFP®, Series 63, Series 65
Seymour, MO
Edward Jones
Richard Cunningham is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He is involved in community activities, including co-directing the Lake Point Community Association and serving as president of the board for Lighthouse Adult Care Services, a grassroots effort to establish an adult daycare facility in Tooele County. Edward Jones is a full-service wealth management firm with over 23,700 advisors, serving a broad client base that includes individual, institutional, and charitable clients. The firm offers a range of advisory programs and investment solutions under a fiduciary standard and maintains a large retail advisor and branch network alongside affiliated financial services.
Nikki D
Series 66
Rogersville, MO
Edward Jones
Nikki Diebold is a financial advisor at Edward Jones in Rogersville, MO, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at Nexstar Media Group and self-employment ventures. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors.
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Finding advisors...
3 advisors near
65746
within the area shown on the map
Out of 400,000+ nationwide