Advisor at ITI Financial 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
ITI Financial Management
Location
Springfield, MO 65810
Credentials
Series 65
Industry experience
16 years
Troy Kennedy is a financial advisor with ITI Financial Management in Springfield, MO, holding a Series 65 designation and 16 years of industry experience. He has been with ITI Financial Management since 2009. In addition to his work at ITI, he is an investment adviser representative with SignalPoint Asset Management LLC, occasionally offering clients advice or products through that affiliation. ITI Financial Management provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as select corporations and business entities. The firm follows a long-term, modern portfolio theory-based investment approach, primarily using passive mutual funds and index ETFs, and manages client assets on a discretionary basis within a wrap fee program.
Based on ITI Financial Management
Based on ITI Financial Management
$5,000 - $1,000,000: 1.00% annually $1,000,000 - $2,000,000: 0.75% annually $2,000,000+: Negotiable
$100 per hour (negotiable)
Account minimum: $150,000 (may be waived)
4650 S. National Ave, Suite A 1
Springfield, MO 65810
Missouri · Texas
ITI Financial Management, L.L.C.
2009 - Present (17 years)
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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.
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I am a CFP® Professional, an IRS Enrolled Agent, and have a bachelor’s degree in Finance from Missouri State University (Go Bears!). Since entering the financial planning profession in 2021, I’ve worked with hundreds of clients at both small and large wealth management firms. During my time at those firms, I learned that my favorite clients to work with tended to be “regular folks”, or people just like me who were diligent savers, enjoyed things like traveling and family time, and wanted transparent guidance when it came to financial decisions. I started Vance Financial Planning to help these folks with questions like: - Am I in a good position to retire in 5 years? - What changes should I be making now to prepare for my retirement transition? - Do increased Medicare premiums (IRMAA) matter in my retirement plan? - Are my investments allocated tax efficiently for my situation? - How do I take income from my accounts when I’m retired? If you’d like to learn more about my services, I invite you to visit my website to see if we might be a good fit.
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