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Dawn Stumph

Advisor at Edward Jones

Updated today

Location

Boonville, MO 65233

Credentials

Series 66

Industry experience

4 years

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Location

1951 Boone Villa Dr Suite D

Boonville, MO 65233

Most active in

Missouri · Texas

Work history

Edward Jones

2023 - Present (3 years)

Edward Jones

2015 - 2023 (8 years)

Stumph Dentistry, DDS, PC

2002 - Present (24 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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Eric N

Series 63, Series 66

Rocheport, MO

VOYA Financial Advisors, Inc.

Eric Niswonger is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 66 credentials and 17 years of industry experience. He has been with VOYA Financial Advisors since 2014 and is also associated with Marathon Benefits Group. Outside of his advisory roles, he serves on the board of directors for the William and Donna Headrick Pet Foundation. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm utilizes a combination of model portfolios and manager-driven strategies across discretionary and non-discretionary programs, supported by an extensive affiliate network and broker-dealer platform.

General retirement planning Retirement income strategy Cash flow / budgeting Social Security optimization Retired Founder/Business Owner Executive Approaching retirement
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William R

Series 63, Series 65

Boonville, MO

Money Concepts Capital Corp

William Rapp is a financial advisor with Money Concepts Capital Corp in Boonville, MO, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has worked at Money Concepts since 2018 and previously at Signator Investors, Inc. and Safeco Investment Services, Inc. Rapp is also involved in the sale of health, dental, and group benefits through Naught Naught Agency, a business he has operated since 1998. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm utilizes a variety of managed programs and combines model portfolios, IAR-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis along with modern portfolio theory.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive

Lance R

Series 63, Series 66

Boonville, MO

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning
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Daniel K

CFP®, Series 63, Series 65

Boonville, MO

LPL Financial

Daniel Kammerich is a CFP® professional with 32 years of experience in financial advising. He is affiliated with LPL Financial and operates through his Personal Financial Group, which he has managed since 2009. Kammerich also has a background in non-variable insurance, running Kammerich Insurance since 1984. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment delivery options supported by in-house research and model portfolios, accommodating both advisory and brokerage needs.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Matthew P

Series 63, Series 66

Boonville, MO

Edward Jones

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Matthew K

Series 66

Boonville, MO

Edward Jones

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