Warrensburg, MO E. Gay Street Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

3

Of 24,095 advisors across 14,148 offices

Location

100 E. Gay Street

Warrensburg MO 64093

Advisors at this office

3

Advisors at this office

Alan B

Series 66

Warrensburg, MO

Edward Jones

Alan Brandt is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, he is involved in farming operations with family members in Alma, Missouri. 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 solutions supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Amy P

Series 66

Warrensburg, MO

Edward Jones

Amy Pierce is a financial advisor with Edward Jones in Warrensburg, MO, holding a Series 66 designation and seven years of industry experience. She previously worked at MFA, Inc and owns a small embroidery hobby shop, Redz Kustom Threadz. Amy has been with Edward Jones since 2019. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of investment strategies and operates under a fiduciary standard while supporting a large network of advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Kathleen B

CFP®, Series 66

Warrensburg, MO

Edward Jones

Kathleen Brandt is a CFP® professional with 11 years of industry experience, currently advising clients at Edward Jones in Warrensburg, MO. She has been with Edward Jones throughout her career since 2015. Outside of her advisory role, she is involved as a member of a rental property business in Warrensburg. 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 strategies, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy Military & Veterans Intergenerational Families Women Professionals
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