Advisors at this firm
Kelly C
Series 65
Springfield, MO
Trend Management, Inc.
Kelly Clift is a financial advisor at Trend Management, Inc. in Springfield, MO, holding a Series 65 designation with 18 years of industry experience. He has been with Trend Management since 2007. Trend Management, Inc. advises individuals, trusts, retirement accounts, and small-business 401(k) trusts, managing approximately $83 million across about 160 client accounts. The firm employs a research-driven, concentrated equity approach with discretionary portfolio management in stocks, bonds, mutual funds, ETFs, and money market instruments.
Brandon R
Series 65
Springfield, MO
Trend Management, Inc.
Brandon Robinson is a financial advisor at Trend Management, Inc. with 16 years of industry experience. He holds a Series 65 credential and has been associated with Trend Management and Marshfield Family Clinic since 2008. Outside of advising, he is a part owner of a computer service and programming company, E Automation Systems LLC. Trend Management, Inc. serves individuals, trusts, retirement accounts, and small-business 401(k) trusts, managing approximately $83 million across 160 client accounts. The firm uses a research-driven, concentrated equity approach with discretionary portfolio management tailored to client needs.
Mark B
Series 65
Springfield, MO
Trend Management, Inc.
Mark Brueggemann is a Series 65-licensed advisor with Trend Management, Inc. in Springfield, MO, bringing 12 years of industry experience. He has been with Trend Management since 1991 and serves on the board of directors of International Division Springfield Missouri, an organization unrelated to finance. Trend Management, Inc. advises individuals, trusts, retirement accounts, and small-business 401(k) trusts, managing approximately $83 million across around 160 client accounts. The firm employs a research-driven, concentrated equity approach, focusing on discretionary portfolio management in stocks, bonds, mutual funds, ETFs, and money market instruments tailored to client preferences.