Advisor at GreenLeaf Financial Network, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
GreenLeaf Financial Network, LLC
Location
Springfield, MO 65804
Credentials
Series 63, Series 65
Industry experience
12 years
Dustin Kennedy is a financial advisor at GreenLeaf Financial Network, LLC with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including TD Ameritrade and Waddell & Reed. Kennedy also serves as an adjunct professor at Columbia College, teaching an undergraduate Principles of Marketing course. GreenLeaf Financial Network serves individuals, families, retirement plans, and corporate entities with customized investment strategies and portfolio management. The firm employs a range of investment approaches, including fundamental, technical, quantitative, and modern portfolio theory analyses.
Based on GreenLeaf Financial Network, LLC
Based on GreenLeaf Financial Network, LLC
Financial planning fixed fees negotiated up to $5,000.
up to 2.20% annually
Some IARs are registered representatives and may receive commissions for securities or insurance products sold separately from advisory services.
Financial planning hourly fees negotiated up to $250 per hour.
Fee-only: Portfolio management fees are charged on a fee-only basis, negotiated case-by-case, up to a maximum of 2.20% annually.
1650 E. Battfield Rd., Suite 200
Springfield, MO 65804
Missouri
GreenLeaf Financial Network, LLC
2020 - Present (6 years)
TD Ameritrade
2020 - 2020 (1 year)
GreenLeaf Financial Network, LLC
2018 - 2020 (2 years)
GLS Insurance Group, LLC
2017 - Present (9 years)
Mass Mutual Investors Services
2017 - 2018 (1 year)
Mass Mutual
2017 - 2018 (1 year)
Greenleaf Finanical Network, Llc
2017 - 2017 (1 year)
Waddell & Reed, Inc
2015 - 2017 (2 years)
Various insurance carriers for W&R insurance agencies
2015 - 2017 (2 years)
National Guard
1990 - 2017 (27 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Springfield, MO
Dittrich Financial Group LLC
CFP®, EA
Springfield, MO
Vance Financial Planning
I am a CFP® Professional, an IRS Enrolled Agent, and have a bachelor’s degree in Finance from Missouri State University (Go Bears!). Since entering the financial planning profession in 2021, I’ve worked with hundreds of clients at both small and large wealth management firms. During my time at those firms, I learned that my favorite clients to work with tended to be “regular folks”, or people just like me who were diligent savers, enjoyed things like traveling and family time, and wanted transparent guidance when it came to financial decisions. I started Vance Financial Planning to help these folks with questions like: - Am I in a good position to retire in 5 years? - What changes should I be making now to prepare for my retirement transition? - Do increased Medicare premiums (IRMAA) matter in my retirement plan? - Are my investments allocated tax efficiently for my situation? - How do I take income from my accounts when I’m retired? If you’d like to learn more about my services, I invite you to visit my website to see if we might be a good fit.
Series 65
Ozark, MO
80/20 Financial Services
Series 63, Series 65
Springfield, MO
Greystone Investment Advisors, Inc.
Series 66
Springfield, MO
Capital360Financial
CFP®, Series 66
Springfield, MO
Sharp Wealth Management
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