Advisor at Vance Financial Planning
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
Vance Financial Planning
Location
Springfield, MO
Credentials
CFP®, EA
Industry experience
3 years
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:
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.
$2,700
$225
$1,625
Hourly/Project Plans are advice-only. Quarterly fee includes investment management & ongoing planning.
Vance Tax Services, LLC
2025 - Present (1 year)
Vance Financial Planning, LLC
2025 - Present (1 year)
Bullogic Wealth Management
2025 - 2026 (1 year)
Forvis Mazars Wealth Advisors LLC
2024 - 2025 (1 year)
FORVIS Wealth Advisors LLC
2023 - 2024 (1 year)
Mercer Global Advisors, Inc.
2022 - 2023 (1 year)
Heim, Young & Associates, Inc.
2021 - 2023 (2 years)
Missouri State University
2020 - 2021 (1 year)
Bricktown Brewery
2019 - 2021 (2 years)
Hyvee
2018 - 2019 (1 year)
Ozarks Technical Community College
2018 - 2019 (1 year)
Unemployed
2018 - 2018 (1 year)
Pitts Homes
2018 - 2018 (1 year)
Student
2012 - 2018 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®, Series 66
Springfield, MO
Edward Jones
CFP®, Series 66
Republic, MO
Edward Jones
Series 63, Series 65
Springfield, MO
Merrill
Dana Nelson is a Wealth Management Advisor at Merrill Lynch Wealth Management. Dana joined the Springfield, Missouri Merrill office in 1986 and works with clients to understand their investment objectives and involvement preferences. Dana collaborates with clients to develop strategies that align with their mindset, approach, and investment goals, utilizing the resources of Merrill Lynch Wealth Management and Bank of America for investment, banking, and lending services. Dana holds a Bachelor's degree in Accounting from Missouri State University, earned in 1997. Dana has earned the Certified Investment Management Analyst® (CIMA®) designation since 2002 and the Chartered Retirement Planning Counselor™ (CRPC™) designation since 2013. Additionally, Dana holds the Personal Investment Advisor (PIA) credential. Dana contributes to the community through involvement with Crosslines and King's Way United Methodist Church.
Series 66
Springfield, MO
Edward Jones
Series 66
Springfield, MO
Edward Jones
CFP®, Series 66
Republic, MO
Edward Jones
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