Kearney, MO Office

Team
Updated today

Client AUM

$561,384,950,404

Clients

2,390,975

Advisors

2

Of 16,976 advisors across 1,867 offices

Location

Kearney MO

Advisors at this office

2

Advisors at this office

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Lance P

Series 63, Series 66

Kearney, MO

Fidelity

Lance Plumb is a financial advisor with Fidelity in Overland Park, KS, holding Series 63 and Series 66 credentials and five years of industry experience. His work history includes roles at Fidelity Investments since 2020, as well as prior positions at Nimbl and Brigham Young University - Idaho. Outside of his advisory work, he owns and operates a gutter cleaning company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage portfolios across a broad range of mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management

Rodney S

CFP®, Series 63, Series 65, Series 66

Kearney, MO

Fidelity

Rodney Simpson is a Financial Consultant currently working at Fidelity. He collaborates with clients to develop financial plans aimed at helping them work toward their financial goals. Rodney has held several roles within the financial services industry, including Investment Consultant and Client Management Representative at Fidelity Investments, as well as Financial Advisor positions at First Command, Lincoln Financial, and Bancwest Investments. His professional experience spans from 2016 to the present, demonstrating a consistent focus on financial advising and client management. Rodney's interests outside of his professional career include fitness, football, military service, and reading.

Wealth management
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