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15 advisors near 64085
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Justin L
Series 65
Excelsior Springs, MO
Black Knight Wealth Management, LLC
Justin Lero is a financial advisor at Black Knight Wealth Management, LLC with a Series 65 designation and one year of experience in advisory services. His prior work includes contracts with Northrop Grumman and Serco, as well as roles in structural steel and roofing industries. Black Knight Wealth Management serves individual and high-net-worth clients by providing portfolio management, financial planning, and coordination with other professional advisors. The firm employs a range of investment strategies and prepares individualized Investment Policy Statements, managing accounts primarily on a discretionary, asset-based basis.
Stephen S
Series 63, Series 65
Excelsior Springs, MO
Missionsquare Retirement
Stephen Spear is a financial advisor with MissionSquare Retirement in Excelsior Springs, MO, holding Series 63 and Series 65 credentials. He is part of a multi-team advisory structure serving state and local government employers, their employees, and certain nonprofit entities. MissionSquare Retirement administers deferred compensation and qualified retirement plans, providing plan administration, recordkeeping, education, and Guided Pathways Advisory Services. Guided Pathways offers discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management, serving more than 40,000 participants.
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.
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.
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.
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.
Bradly T
ChFC®, Series 63
Excelsior Springs, MO
LPL Financial
Bradly Tharp is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations, and has 33 years of industry experience. His prior roles include positions at Avantax Investment Services, Avantax Advisory Services, Avantax Insurance Services, and 1st Global Advisors. He also operates Family WealthCare Center, a business related to his LPL advisory activities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by in-house research, combining large-scale advisory operations with various non-advisory product offerings.
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.
Gregory B
Series 63, Series 66
Excelsior Springs, MO
LPL Financial
Gregory Broadbent is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and five years of industry experience. He has previously worked with Avantax Insurance Services, Avantax Advisory Services, and Avantax Investment Services, and has been involved with the Family WealthCare Center since 2017. Outside of his advisory work, he has a role with the Excelsior Springs School District. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines advisory operations with insurance, credit, and lending products.
Michael P
CFP®, Series 66
Lawson, MO
Edward Jones
Michael Persell is a CFP®-certified financial advisor with Edward Jones in Lawson, MO, where he has worked since 2009. He has 16 years of industry experience. Outside of advising, he owns and manages a farm and rental property in Richmond, MO. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 financial advisors and 15,000 branch offices.
Brian Y
CFP®, Series 63
Excelsior Springs, MO
Edward Jones
Brian Yarbrough is a CFP® certified financial advisor with Edward Jones, where he has worked since 2001, totaling 24 years of industry experience. He serves as a board member for the Lawson R-XIV School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and a nationwide network of over 23,000 financial advisors. The firm offers discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Clint C
Series 66
Excelsior Springs, MO
Edward Jones
Clint Cain is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked at Oracle Corporation, World Insurance, and Cerner Corporation. 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 strategies, supported by a large network of financial advisors and branch offices across the country.
Bradly B
Series 63, Series 65
Excelsior Springs, MO
LPL Financial
Bradly Broadbent is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having 34 years of industry experience. His prior roles include positions at Avantax Investment Services, Avantax Advisory Services, and 1st Global Capital Corp. He also operates Broadbent, Houts & Co., PC, a tax preparation and accounting firm. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.
Tracey R
Series 66
Excelsior Springs, MO
Edward Jones
Tracey Richard is a Series 66-licensed financial advisor with Edward Jones, based in Excelsior Springs, MO, and has two years of industry experience. Prior to joining Edward Jones in 2023, Richard worked at the Western District of Missouri Federal Courthouse and the Clay County Courthouse, with a combined 12 years in those roles. 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 nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.
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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15 advisors near 64085
Out of 400,000+ nationwide