Advisor at Peoples Savings Wealth Management 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.
Location
Hermann, MO 65041
Credentials
CFP®, Series 63
Industry experience
23 years
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.
Based on Peoples Savings Wealth Management LLC
Based on Peoples Savings Wealth Management LLC
$500 to $5,000 (financial planning, fees are negotiable)
All Assets+: 1.50% annually
112 W. 5 Th Street
Hermann, MO 65041
Missouri
Peoples Savings Wealth Management LLC
2025 - Present (1 year)
Peoples Savings Bank
2023 - Present (3 years)
Self employed/Retired
2020 - 2023 (3 years)
Cambridge Investment Research Advisors
2016 - 2018 (2 years)
Cambridge Investment Research, Inc.
2016 - 2018 (2 years)
Vsr Financial Services, Inc
2014 - 2016 (2 years)
Bank of Missouri
1995 - 2019 (24 years)
Martinsburg Bank
1995 - 2018 (23 years)
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Is active or affiliated with:
Bank
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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.
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
New Haven, MO
&PARTNERS
James Stiles is a financial advisor with &Partners, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. Prior to joining &Partners in 2024, he spent 25 years at Edward D. Jones & Co., L.P. In addition to his advisory work, he manages a farm in Gerald, MO, which includes leasing land for hunting and crop production. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, corporations, and private business owners. The firm offers a broad range of services such as portfolio management, financial and tax planning, estate and trust consulting, and retirement plan education, combining proprietary and third-party strategy models with both discretionary and non-discretionary management options.
Series 66
Hermann, MO
Edward Jones
Series 63, Series 66
New Haven, MO
Edward Jones
Series 63, Series 66
Warrenton, MO
Edward Jones
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