Advisor at Biy Financial, Llc
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
Biy Financial, Llc
Location
Jefferson City, MO
Credentials
Series 63, Series 65
Industry experience
27 years
Financial wellness program: negotiable annual fee of $900, billed monthly or quarterly.
All assets+: 1.00% annually
Separate compensation received by insurance agent for insurance product sales.
$250 per hour for financial consulting, fees negotiable.
Biy Financial, Llc
2025 - Present (1 year)
Creativeone Securities, Llc
2025 - 2025 (1 year)
Acrisure
2022 - Present (4 years)
Creativeone Securities, Llc
2013 - 2025 (12 years)
Priority First Insurance & Investments
2007 - 2021 (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Jefferson City, MO
Edward Jones
CFP®, Series 63, Series 66
Jefferson City, MO
Edward Jones
Series 66
Jefferson City, MO
Edward Jones
CFP®, ChFC®, Series 66
Jefferson City, MO
Edward Jones
Series 66
Jefferson City, MO
Edward Jones
CFP®, Series 66
Jefferson City, MO
Edward Jones
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