David Reid

Advisor at Edward Jones

Updated today

Location

Higginsville, MO 64037

Credentials

Series 63, Series 66

Industry experience

36 years

About

David Reid is a financial advisor with Edward Jones in Higginsville, MO, holding Series 63 and Series 66 licenses. He has 36 years of industry experience, all with Edward D. Jones & Co., L.P., where he has worked since 1989. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy General estate planning guidance

Occupation focus

Founder/Business Owner

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

1090 W 19 Th St

Higginsville, MO 64037

Most active in

Missouri · Texas

Work history

Edward D. Jones & Co., L.P.

1989 - Present (37 years)

Disclosures

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

Business activities & affiliations

user avatar

Christina C

Series 63, Series 65

Lexington, MO

Cambridge Investment Research Advisors

Christina Caldwell is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Cambridge Investment Research Advisors and its affiliated broker-dealer since 2012. Caldwell also operates as an independent insurance agent through Riveroak Wealth Management LLC. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing both model-based and customized investment approaches.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive

Brian T

Series 66

Odessa, MO

Edward Jones

Brian Turnbough is a financial advisor at Edward Jones with one year of industry experience and holds a Series 66 designation. Before joining Edward Jones, he worked at National TAB and has experience in various roles including management and ministry. He is involved with soccer club investments through platforms such as Wefunder. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services.

Wealth management ESG / Sustainable investing Military & Veterans Doctor or Medical Professional Public Service Employee Values-based investing Religious/faith focused
user avatar

Cale B

Series 66

Concordia, MO

Thrivent Investment Management

Cale Brunkhorst is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds the Series 66 designation and has previously worked at MFA Inc. and Cargill. Outside of his advisory role, he serves as Vice Chairman of Advertising for the Concordia Civic Club Fairboard and is co-owner of a local fitness center. Thrivent Investment Management provides dedicated planning services to individuals, families, businesses, and nonprofit clients through a broad range of written recommendations across various financial topics. The firm’s approach combines holistic, goal-based analyses with flexible planning and managed-account services delivered by a large network of financial advisors.

Business ownership considerations

Adam R

Series 66

Higginsville, MO

Edward Jones

Adam Reid is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2015. Outside of his advisory role, Adam owns and manages 14 acres of tillable farmland near Higginsville, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, supported by a large nationwide network of advisors and branches.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive

Jarod M

CFP®, Series 66

Higginsville, MO

Edward Jones

Jarod Moenkhoff is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He is based in Higginsville, MO. Outside of his advisory role, he manages a farming and cattle business and holds partnerships in real estate ventures. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Retirement income strategy Charitable giving & philanthropy Divorce financial planning General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Gregory B

Series 66

Concordia, MO

Thrivent Investment Management

Gregory Bushman is a financial advisor at Thrivent Investment Management with 21 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, he serves as a board member for the I-70 Community Hospital Foundation, which awards scholarships to individuals pursuing medical degrees. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across a range of topics such as retirement, tax, estate, and special needs planning. The firm enables clients to combine planning with managed-account programs under a consolidated billing option, while maintaining separate planning and investment management services.

Business ownership considerations
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