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15 advisors near 64076
Out of 400,000+ nationwide
Taylor B
CFA®, Series 65
Grain Valley, MO
Black Capital Management, LLC
Taylor Black is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Black Capital Management, LLC since 2013. He holds the Series 65 license and is based in Grain Valley, MO. Black Capital Management provides investment advisory services to individuals, business entities, trusts, estates, charitable organizations, employee benefit plans, and corporate investment funds. The firm manages balanced and equity portfolios with a focus on equities, fixed income, and cash equivalents, primarily on a non-discretionary basis, leaving trading authority and proxy voting with clients.
Terry B
CFA®
Grain Valley, MO
Black Capital Management, LLC
Terry Black is a CFA® charterholder and principal at Black Capital Management, LLC, with 37 years of industry experience. He has been with Black Capital Management since 1987. Black Capital Management provides investment advisory services to individuals, business entities, trusts, estates, charitable organizations, employee benefit plans, and corporate investment funds. The firm manages balanced and equity portfolios focusing on equities, fixed income, and cash equivalents, primarily on a non-discretionary basis.
Keaton B
Series 65
Grain Valley, MO
Black Capital Management, LLC
Keaton Black is a financial advisor at Black Capital Management, LLC, holding a Series 65 designation with eight years of industry experience. He has worked at Black Capital Management since 2018 and previously held positions at WGU and Longview College. Black Capital Management provides investment advisory services to individuals, business entities, trusts, estates, charitable organizations, employee benefit plans, and corporate investment funds. The firm manages balanced and equity portfolios with a focus on equities, fixed income, and cash equivalents, primarily on a non-discretionary basis.
Lucas W
Series 66
Grain Valley, MO
Edward Jones
Lucas Watson is a financial advisor at Edward Jones in Grain Valley, MO, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in design services and staffing roles at Staples Design Services and Robert Half. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment options supported by a large nationwide network of advisors and branch offices.
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.
Brian T
Series 66
Odessa, MO
Edward Jones
Brian Turnbough is a financial advisor at Edward Jones with one year of industry experience and holds a Series 66 designation. Before joining Edward Jones, he worked at National TAB and has experience in various roles including management and ministry. He is involved with soccer club investments through platforms such as Wefunder. 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 range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services.
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.
Sharon S
Series 66
Oak Grove, MO
Edward Jones
Sharon Sherbina is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of advisors and branch offices.
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.
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.
Stephanie C
Series 66
Oak Grove, MO
Edward Jones
Stephanie Carter is a Series 66-licensed financial advisor with Edward Jones in Oak Grove, MO, where she has worked since 2004. She has 3 years of industry experience. Outside of her advisory role, she co-owns a farm in Lexington, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.
Jeffrey C
Series 63, Series 65
Grain Valley, MO
Cambridge Investment Research Advisors
Jeffrey Coleman is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2012 and has worked at State Life of Indianapolis since 2003. Outside of his advisory role, Coleman serves as a Missouri State Representative and is a member of the Grain Valley School District Board of Education. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a network of independent Financial Professionals. The firm offers financial planning, discretionary and non-discretionary portfolio management, and access to third-party sub-advisers across multiple account platforms.
Douglas T
CFP®, ChFC®, Series 63, Series 66
Odessa, MO
Edward Jones
Douglas Turnbough is a CFP® and ChFC® with 21 years of experience, all spent at Edward Jones in Odessa, MO. He serves on advisory boards for Missouri State University and the University of Missouri’s Personal Financial Planning Industry Advisory Board. He also participates on the Lafayette County Health Department advisory committee. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.
Leland W
Series 66
Grain Valley, MO
Edward Jones
Leland Wood is a Series 66–licensed financial advisor with Edward Jones, based in Grain Valley, MO, and has nine years of industry experience. He has been with Edward Jones since 2015. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Jarod M
Series 66
Grain Valley, MO
Edward Jones
Jarod Moran is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, he co-manages an investment club organized as TSR Ventures, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
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15 advisors near 64076
Out of 400,000+ nationwide