Advisor at Bagby Wealth Management
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
Bagby Wealth Management
Location
Dexter, MO 63841
Credentials
Series 63, Series 65
Industry experience
42 years
Jerry Bagby is a financial advisor at Bagby Wealth Management with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Bagby Investment Consultants since 1994. Outside of advisory work, he manages a small equipment rental business that owns an airplane and serves as trustee for several family-related trusts. Bagby Wealth Management serves individual, high-net-worth, fiduciary, corporate, and institutional clients, offering investment management, advisory programs, and financial planning. The firm employs a mix of discretionary and non-discretionary accounts, including a tactical, rules-based investment approach called Tactical Investment Management (TIM).
Based on Bagby Wealth Management
Based on Bagby Wealth Management
Flat fees for specific financial planning services can be negotiated in advance
$0 - $4,999,999.99: 1.00% annually $5,000,000+: 0.50% annually
$250/hour for financial planning services
Account minimum: $35,000
302 North Walnut
Dexter, MO 63841
Missouri
Bagby Financial Services, Inc.
2021 - 2021 (1 year)
Bagby Investment Consultants
1994 - Present (32 years)
Bagby Financial Services, Inc.
1993 - 2021 (28 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
