Hickory Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Hickory Wealth Management serves individual and high-net-worth clients as well as trusts, pension and other institutional and business clients, providing investment advisory and portfolio management services. The firm also offers wrap asset management through a sponsored wrap fee program and provides investment consulting to certain broker‑dealer customers.
Hickory manages portfolios mainly on a discretionary, individualized basis, applying asset-allocation approaches and both fundamental and technical analysis tailored to clients’ objectives, risk tolerances and time horizons. Accounts are reviewed at least annually and the firm emphasizes fiduciary duties and internal controls, including a formal Code of Ethics and personal-trading pre-clearance and reporting.
Distinctive features include the firm’s role as a wrap fee program sponsor and the practice of offering asset management only through wrapped accounts, which is uncommon among peers. As a small, two-advisor firm overseeing roughly $126 million in assets, its representatives are licensed insurance agents who may receive commissions for insurance products, and the firm discloses use of custodial and support services from Schwab that may create potential conflicts of interest.
Client services
Expertise
Fee options
Up to 1.00% annually (flat fee for Wrap Asset Management services)
Main office
1334 E. Kingsley #C
Springfield MO 65804
Advisors at this office
2
Most active in
Arkansas · Colorado · Missouri · Nebraska · New Hampshire · Oklahoma · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Tanner G
Series 66
Springfield, MO
Hickory Wealth Management, LLC
Tanner Greer is a financial advisor at Hickory Wealth Management, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Woodbury Financial Services and LPL Financial. Greer is also a licensed insurance agent involved in fixed and life insurance sales under Hickory Wealth Management. Hickory Wealth Management serves individual, high-net-worth, institutional, and business clients, providing investment advisory and portfolio management services with a focus on discretionary, individualized asset allocation and both fundamental and technical analysis. The firm offers wrap asset management through a sponsored wrap fee program and emphasizes fiduciary duties and internal controls.
Roger P
Series 63, Series 66
Springfield, MO
Hickory Wealth Management, LLC
Roger Plackemeier is a financial advisor at Hickory Wealth Management, LLC in Springfield, MO, with 31 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Allianz Life Insurance Company of North America and Woodbury Financial Services Inc. He serves as a board member of Messiah Lutheran Church. Hickory Wealth Management serves individuals, trusts, retirement plans, and certain broker-dealer customers by offering portfolio management, financial planning, and investment consulting. The firm manages wrap-fee accounts on a discretionary basis using fundamental analysis and multi-asset allocation strategies to align portfolios with clients’ objectives and risk tolerance.
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