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Steve S

CFP®

Eldersburg, MD

ABEL Financial Management Co.

Hi, I'm Steve. I've loved financial planning ever since I was a kid watching the ticker tape on CNBC as my mom, a homemaker learned about finances herself. I grew up in a very frugal household who taught me about working hard and saving for the future. My mother was a homemaker or "domestic engineer" as she calls it and my father was a federal employee. I was fortunate to be introduced to Rita Abel and become the owner of her small, family owned financial planning firm in 2019. Today we work with approximately 60 families. What makes us unique is our passion to be "accountability partner's" for our clients to ensure they take care of the important financial matters in their lives. We are part financial advisors and party financial therapists for our married couples but most importantly we are organized, proactive and have a passion for financial planning. Looking forward to meeting and if you want to know more, I encourage you to read our google reviews online. Just search "Abel Financial Reviews" in google.

Roth conversion strategy Early retirement planning General tax planning Inheritance planning Wealth management Retired Executive Military & Veterans Government Employee Biotech Professional Established Professionals Approaching retirement Retired

10 advisors near 64067

Out of 400,000+ nationwide

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Richard B

Series 63, Series 65

Richmond, MO

Edward Jones

Richard Bidding is a financial advisor at Edward Jones with 41 years of industry experience. He has been with Edward Jones since 1985 and holds Series 63 and Series 65 licenses. Outside of advisory services, he owns a machinery leasing business, B & M National Services, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

General retirement planning Retired Founder/Business Owner Executive
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Christina C

Series 63, Series 65

Lexington, MO

Cambridge Investment Research Advisors

Christina Caldwell is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Cambridge Investment Research Advisors and its affiliated broker-dealer since 2012. Caldwell also operates as an independent insurance agent through Riveroak Wealth Management LLC. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing both model-based and customized investment approaches.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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David R

Series 63, Series 66

Higginsville, MO

Edward Jones

David Reid is a financial advisor with Edward Jones in Higginsville, MO, holding Series 63 and Series 66 licenses. He has 36 years of industry experience, all with Edward D. Jones & Co., L.P., where he has worked since 1989. 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 wide range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Brett S

CFP®, Series 66

Richmond, MO

Edward Jones

Brett Smoot is a financial advisor with Edward Jones in Richmond, MO, holding CFP® and Series 66 credentials and bringing nine years of industry experience. His prior roles include positions at Axa Advisors, LLC and AG Power Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products through a large nationwide network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Wealth management General retirement planning Military & Veterans
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Corbin M

Series 63, Series 65

Richmond, MO

Edward Jones

Corbin Menke is a financial advisor at Edward Jones in Richmond, MO, holding Series 63 and Series 65 designations with three years of industry experience. His prior roles include positions at American Century Investment Services, Inc. and DoorDash, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

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

Series 66

Higginsville, MO

Edward Jones

Adam Reid is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2015. Outside of his advisory role, Adam owns and manages 14 acres of tillable farmland near Higginsville, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, supported by a large nationwide network of advisors and branches.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Jarod M

CFP®, Series 66

Higginsville, MO

Edward Jones

Jarod Moenkhoff is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He is based in Higginsville, MO. Outside of his advisory role, he manages a farming and cattle business and holds partnerships in real estate ventures. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Retirement income strategy Charitable giving & philanthropy Divorce financial planning General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Allen S

Series 66

Oak Grove, MO

Cetera

Allen Stiegemeyer is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. Prior to joining Cetera, he worked at Avantax Advisory Services and Avantax Investment Services, and has managed Luca Taxes LLC since 2018, where he provides CPA, bookkeeping, payroll, and tax preparation services. He has also held positions at CrossFirst Bank and Equity Bank. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan solutions, and access to third-party money managers, combining retirement and fiduciary capabilities with a broad institutional network.

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
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Rick S

Series 63, Series 66

Lexington, MO

Edward Jones

Rick Smith is a financial advisor at Edward Jones in Lexington, MO, with 25 years of industry experience. He has been with Edward Jones since 2000 and holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors.

Retirement income strategy Wealth management ESG / Sustainable investing General estate planning guidance Retired Founder/Business Owner Executive
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Anthony P

Series 66

Richmond, MO

MWA Financial Services Inc.

Anthony Pritzel is a financial advisor at MWA Financial Services Inc. with Series 66 credentials and one year of experience. His prior work includes roles at Modern Woodmen of America, Walmart, and several other organizations. MWA Financial Services, Inc. is an SEC-registered investment adviser and FINRA-registered broker‑dealer serving individuals, trusts, corporations, charitable organizations, and employer-sponsored retirement plans through a network of 134 advisors. The firm provides tiered financial planning and both adviser-managed and third-party managed accounts, primarily on a non-discretionary basis, while combining advisory and broker-dealer activities.

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