Advisor at Starkel Wealth Advisors, 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
Starkel Wealth Advisors, LLC
Location
Springfield, MO 65806
Credentials
Series 63, Series 66
Industry experience
11 years
Ian Starkel is a financial advisor with Starkel Wealth Advisors, LLC, an independent firm based in Springfield, MO. He holds Series 63 and Series 66 designations and has 11 years of industry experience, including roles at Fidelity Brokerage Services, TD Ameritrade, and Wells Fargo Advisors. Starkel Wealth Advisors LLC provides wealth management, financial planning, and discretionary portfolio management to individuals, trusts, estates, and businesses. The firm employs fundamental analysis and a long-term strategic asset-allocation approach, while maintaining flexibility for rebalancing and tactical trades, serving a client base that notably includes corporate and business clients in addition to individuals.
Based on Starkel Wealth Advisors, LLC
Based on Starkel Wealth Advisors, LLC
$0 - $1,000,000: 1.50% More than $1,000,001+: 0.90%
Fee-only: Fees are based on assets under management with tiered rates: 1.50% annually on first $1,000,000; 0.90% annually on assets above $1,000,000. Fees are paid quarterly in advance based on prior quarter-end value. Fees may be negotiable at the Advisor's discretion.
901 E Saint Louis St, Suite 1002
Springfield, MO 65806
California · Florida · Missouri · Nebraska · Texas
Starkel Wealth Advisors LLC
2023 - Present (3 years)
Unemployed
2022 - 2023 (1 year)
Fidelity BROKERAGE SERVICES LLC
2020 - 2022 (2 years)
Td Ameritrade
2016 - 2020 (4 years)
Wells FArgo Bank NA
2014 - 2016 (2 years)
WELLS FARGO ADVISORS LLC
2014 - 2016 (2 years)
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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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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 63, Series 65
Springfield, MO
Greystone Investment Advisors, Inc.
Series 66
Springfield, MO
Capital360Financial
CFP®, Series 66
Springfield, MO
Sharp Wealth Management
Series 65
Springfield, MO
Trend Management, Inc.
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