Advisor at Chelsea Advisory Services, Inc.
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.
Location
Kennett, MO
Credentials
Series 66
Industry experience
18 years
Randi Allgood is a financial advisor at Chelsea Advisory Services, Inc. with 18 years of industry experience. She holds a Series 66 designation and has worked previously at Saxony Capital Management, LLC and Saxony Securities. She has been with Chelsea Financial Services since 2020. Chelsea Advisory Services provides financial planning, investment advisory, and consulting services to individuals, trusts, and some corporate entities. The firm employs a fundamental, long-term investment approach, managing diversified portfolios primarily on a discretionary basis and integrating with an affiliated broker-dealer and custody platform.
Based on Chelsea Advisory Services, Inc.
Agreed upon fixed rate for standalone financial planning and consulting services, negotiated case-by-case
Negotiable up to a maximum of 2% annually
Up to $600 per hour for standalone financial planning and consulting services
Account minimum: $25,000
Kennett, MO
Missouri
Chelsea Financial Services
2020 - Present (6 years)
Saxony Capital Management, LLC
2015 - 2019 (4 years)
Saxony Securities
2015 - 2019 (4 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:
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.
Is not active or affiliated with:
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 63, Series 65
Kennett, MO
IPI Wealth Management, Inc.
Charles Brown is a financial advisor at IPI Wealth Management, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wilbanks Securities and Cabot Lodge Securities. Outside of advising, he serves as unit committee chairman for local Boy Scout and Cub Scout troops affiliated with the Kiwanis Club of Kennett, MO, and is president of American Agency Insurance Group, a non-investment-related role. IPI Wealth Management serves a broad range of retail and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party manager programs. The firm uses an open-architecture platform with proprietary risk-based model suites and employs an outsourced-agent operational model for trade execution and related services.
Series 66
Kennett, MO
Edward Jones
Donald Collins is a financial advisor at Edward Jones with 13 years of industry experience and holds the Series 66 credential. He has been with Edward Jones since 2012. Outside of his financial advisory role, Collins serves as the Presiding Commissioner of Dunklin County, Missouri, overseeing the county budget and buildings, and is involved in a seasonal fireworks business. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard with services that include tax-efficient management and securities-based lending.
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