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Jeffrey Arnold

Advisor at Edward Jones

Updated today

Location

Warrenton, MO 63383-1912

Credentials

Series 63, Series 66

Industry experience

17 years

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Location

123 W Booneslick Rd

Warrenton, MO 63383-1912

Most active in

Missouri

Work history

Edward Jones

2021 - Present (5 years)

Aig Capital Services, Inc.

2018 - 2021 (3 years)

American General Life Insurance

2018 - 2021 (3 years)

UNemployed

2017 - 2018 (1 year)

S2K Financial LLC

2017 - 2017 (1 year)

Nexbank Securities Inc

2015 - 2017 (2 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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Robert D

CFP®, Series 63

Hermann, MO

Peoples Savings Wealth Management LLC

Robert Darr is a CFP® professional with 22 years of industry experience, currently serving as the sole advisor at Peoples Savings Wealth Management LLC. His prior experience includes roles at Peoples Savings Bank, Cambridge Investment Research Advisors, and Bank of Missouri. Peoples Savings Wealth Management LLC provides financial planning, portfolio management, and pension consulting services to individual clients and pension or profit-sharing plans. The firm utilizes fundamental analysis and modern portfolio theory with a focus on insurance products and ETFs, offering discretionary management and tailored model allocations while maintaining fiduciary responsibilities under ERISA/IRC.

Annuities College savings (529s, UTMA, etc.) Debt management

Danielle D

Series 66

Warrenton, MO

Edward Jones

General retirement planning Wealth management
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Austin B

Series 66

Warrenton, MO

Cetera

Austin Burke is a financial advisor with Cetera in Warrenton, MO, holding a Series 66 designation and eight years of industry experience. He has worked with multiple Cetera entities since 2017 and currently owns and operates Burke Financial Advisors, LLC. Burke is also a board member of the Greater Warren County Economic Development Council. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary services, utilizing a range of advisor-managed accounts, model portfolios, and third-party solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement

Adam L

Series 66

Warrenton, MO

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner
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Cindy B

CFP®, Series 63

Warrenton, MO

Cetera

Cindy Burke is a CFP® professional with 28 years of experience in the financial industry. She has been associated with Cetera and its affiliates since 1997 and currently operates Burke Financial Advisors, LLC. In addition to her advisory role, Cindy is a CPA with an accounting practice and serves on the board of First State Community Bank, providing advice on the local business climate. She is also a committee member for the George & Helen Duckworth Scholarship. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a variety of advisor-managed accounts, model portfolios, and third-party solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement

Michael B

Series 66

Wright City, MO

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Planning for children with special needs General retirement planning Wealth management
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