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Robert Landrum

Advisor at STIFEL

Updated today

Location

Lake Ozark, MO 65049

Credentials

Series 63, Series 65

Industry experience

41 years

About

Robert Landrum is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Stifel since 1995. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Client services

Based on STIFEL

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on STIFEL

General retirement planning Income planning

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Fee options

Commissions

Commissions applicable when implementing securities transactions via brokerage accounts; separate and not included in financial planning fees

Other

Minimum fee: Up to $5,000 for fee-based financial planning services, negotiable depending on complexity and scope Fee-only: Fee-based financial planning services charged as a fixed fee up to $5,000

Location

2820 Bagnell Dam Blvd, Suite A2

Lake Ozark, MO 65049

Most active in

Missouri · Texas

Work history

STIFEL

1995 - Present (31 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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Series 66

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Derrick B

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Mark H

Series 63, Series 66

Osage Beach, MO

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Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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