Top financial advisors in Kirksville, MO
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
When you're navigating financial decisions in Kirksville, MO, having an advisor who understands the local economic landscape can make a big difference. Without that insight, you might miss opportunities or face unexpected challenges unique to your area.
- Local market knowledge. Confirm how familiar they are with Kirksville's economic trends and community resources that could impact your financial plan.
- Experience with regional regulations. Ask how they handle Missouri-specific tax rules or investment regulations that affect your portfolio.
- Customized communication style. Ensure their approach matches your preferences, whether you want frequent updates or a hands-off relationship.
- Firm size implications. Understand how working with advisors from larger firms versus smaller ones might influence the services and attention you receive.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Yosef M
CFP®, Series 66
Kirksville, MO
Edward Jones
Yosef Mc Hugh offers wealth management and tax-loss harvesting expertise tailored to Kirksville's financial landscape, supported by eight years of experience and CFP® certification. As part of Edward Jones, a large firm with over 23,000 advisors and $1.01 trillion in assets, he provides access to extensive resources and a broad range of investment strategies, differentiating him from advisors at smaller firms.
Experience: 8 years
Avg account: $246,728
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Jeffery J
Series 66
Kirksville, MO
LPL Financial
Jeffery Jachura offers wealth management and retirement plan expertise tailored for business owners in Kirksville, MO, with 15 years of industry experience and a Series 66 designation. Affiliated with LPL Financial, a large firm, he provides flat-fee financial planning and serves a diverse client base, which may offer broader resources compared to smaller local advisors.
Experience: 16 years
Avg account: $399,489
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Troy V
Series 63, Series 65
Kirksville, MO
Smith, Moore & Co.
Troy Van Rie brings 33 years of experience and specializes in business succession planning, serving clients in Kirksville, MO. Working with Smith, Moore & Co., which manages $2 billion in assets and offers both advisor-managed and third-party portfolios, he provides hourly investment consulting and financial planning, catering to individual and high-net-worth clients with a flexible fee structure.
Experience: 34 years
Avg account: $530,650
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Ashton W
Series 66
Kirksville, MO
Cambridge Investment Research Advisors
Ashton Wolter's decade of experience and Series 66 designation equip him to address retirement income strategies and business owner retirement plans in Kirksville, MO, with insight into local economic factors. Operating within Cambridge Investment Research Advisors, a large firm, he offers flat-fee financial planning and consulting, serving diverse clients including executives and retirees, which may provide broader resources compared to smaller firms.
Experience: 10 years
Avg account: $378,281
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Zachary S
Series 66
Kirksville, MO
Ameriprise
Zachary Small specializes in retirement income strategy and Social Security optimization, making him well-suited for clients approaching retirement in Kirksville, MO. Working with Ameriprise, a large firm, he offers a comprehensive retirement-income planning service with a 0.15% AUM fee, combining research and tax-efficiency analysis, which may differ from smaller local advisors in service scope and resources.
Experience: 3 years
Avg account: $471,167
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