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Blaine Pestle

Advisor at Smith, Moore & Co.

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Firm

Smith, Moore & Co.

Location

Fulton, MO 65251

Credentials

Series 66

Industry experience

3 years

About

Blaine Pestle is a financial advisor at Smith, Moore & Co. with two years of industry experience. He holds the Series 66 designation and previously worked for Calloway Bank for ten years. Outside of advising, he is a co-owner and manager of a short-term rental property. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting. The firm uses a multi-team approach with a mix of advisor-managed accounts and third-party manager arrangements.

Client services

Based on Smith, Moore & Co.

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Smith, Moore & Co.

Business succession planning

Occupation focus

Based on Smith, Moore & Co.

Founder/Business Owner Executive

Fee options

Commissions

Commissions and other transaction-based compensation are received when clients effect securities transactions through Smith Moore broker-dealer; includes 12b-1 fees and insurance commissions

Project-based

Investment consulting and financial planning services charged hourly, ranging from $125 to $600 per hour, negotiable

Other

Minimum fee: Open Architecture Advisory Plan: $400 annually; Smith Moore Select Models Advisory Plan: $135 (qualified accounts) or $100 (non-qualified accounts) annually Fee-only: Investment advisory fees generally range between 0.5% and 3% annually, negotiable per client

Location

534 Court Street

Fulton, MO 65251

Most active in

Missouri

Work history

Smith, Moore & Co.

2021 - Present (5 years)

Calloway Bank

2011 - 2021 (10 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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