Kevin Walker

Advisor at Edward Jones

Updated today

Location

West Plains, MO 65775

Credentials

Series 66

Industry experience

12 years

About

Kevin Walker is a financial advisor with Edward Jones in West Plains, MO, holding a Series 66 designation and 12 years of industry experience. He previously worked at Thrivent Financial and Thrivent Investment Management Inc from 2013 to 2018 before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services through a nationwide network of more than 23,700 financial advisors.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy General retirement planning Wealth management General estate planning guidance

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

1704 Kentucky Ave

West Plains, MO 65775

Most active in

Missouri · Texas

Work history

Edward Jones

2018 - Present (8 years)

THRIVENT Financial

2014 - 2018 (4 years)

Thrivent investment Management Inc

2013 - 2018 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Eric G

Series 63, Series 65

West Plains, MO

Valic Financial Advisors

Eric Gibson is a financial advisor with Valic Financial Advisors in Springfield, MO, holding Series 63 and Series 65 licenses and having eight years of industry experience. His prior roles include positions at Thrivent Financial and West Plains Bank and Trust Company. He serves as board president of the Community Foundation of West Plains and the West Plains Area Chamber of Commerce, and he is treasurer at Immanuel Lutheran Church. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for client portfolio construction.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy

Mark G

Series 66

West Plains, MO

Edward Jones

Mark Guffey is a Series 66 licensed financial advisor with Edward Jones, based in West Plains, MO. He has three years of industry experience, including nine years at Walmart prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) Business ownership considerations Business exit / sale strategy Retirement income strategy General estate planning guidance Founder/Business Owner
user avatar

Melissa M

Series 66

West Plains, MO

Edward Jones

Melissa Mc Goldrick is a financial advisor with Edward Jones in West Plains, MO, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2018, she worked for five years at R.P. Lumber. Outside of advising, she is a part owner of MM Property Management, a short-term rental business where she assists with cleaning and preparing rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a network of over 23,700 financial advisors and emphasizes both discretionary and non-discretionary investment approaches under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Mark L

CFP®, ChFC®, Series 66

West Plains, MO

Edward Jones

Mark Lewis is a financial advisor with Edward Jones in West Plains, MO, holding CFP®, ChFC®, and Series 66 credentials and has 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard. The firm is notable for its large nationwide network of advisors and branch offices, as well as its affiliated mutual funds and trust services.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
user avatar

Jeffery W

Series 66

West Plains, MO

Cetera

Jeffery Welch is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. He has worked at Avantax Investment Services and 1st Global Advisors, and owns a law practice providing estate and business planning services. Welch is also an owner of a CPA firm and serves as an advisory board director for West Plains Bank & Trust Company. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a network of independent advisors, offering portfolio management, financial planning, and fiduciary solutions supported by a range of model portfolios and third-party managed programs.

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

Heather F

CFP®, Series 66

West Plains, MO

Edward Jones

Heather Foster is a CFP®-designated financial advisor at Edward Jones with six years of industry experience. She has been with Edward Jones since 2019 and previously worked at Missouri State University-West Plains and served for ten years with the U.S. House of Representatives for Jason Smith. Outside of advising, she is registered as a consultant for a skin care company and has interests related to undeveloped land and her spouse's sports memorabilia business. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, pension plans, corporations, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Divorce financial planning Business ownership considerations General estate planning guidance General retirement planning Wealth management Founder/Business Owner Doctor or Medical Professional
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