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Allen Stiegemeyer

Advisor at Cetera

Updated today
Cetera logo

Firm

Cetera

Location

Oak Grove, MO 64075

Credentials

Series 66

Industry experience

1 year

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Fee options

Fixed

Fixed fees reported in SEC Form ADV Part 1 but not detailed in brochure excerpt.

Project-based

Hourly charges reported in SEC Form ADV Part 1 but not detailed in brochure excerpt.

Other

Account minimum: Varies by program; generally ranges from $5,000 to $250,000 depending on the program. Specific minimums include: $25,000 for Preferred Asset Management, Prime Portfolio Services, Premier Portfolio Management, Managed Wealth ADVANTAGE, and Mutual Fund/ETF Advisory Program; $15,000 for Spectrum Advisor; $10,000 minimum per model for Freedom; no minimum for Portfolio Solutions II; $7,000 for Advisor and Advisor II Programs; $25,000 for Guided Program; $100,000 for Manager Program; $5,000 for Select and Unified Programs (with many models requiring higher minimums); $100,000 to $250,000 for xMA Next Generation Managed Account Program depending on asset types.

Work history

Cetera Investment advisers LLC

2025 - Present (1 year)

Cetera Wealth Services, LLC

2025 - Present (1 year)

Avantax Advisory Services

2024 - 2025 (1 year)

Avantax Investment Services

2024 - 2025 (1 year)

Luca Taxes LLC

2018 - Present (8 years)

CrossFirst Bank

2018 - 2021 (3 years)

Equity Bank

2016 - 2018 (2 years)

Equity Bank

2013 - 2016 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Dean L

CFP®

Lees Summit, MO

Your Financial Partnership

My name is Dean Lyman, and I started Your Financial Partnership due to the financial journey my spouse and I have taken over the past 20 years. I believe all couples should have the benefit of sound financial advice – especially in those times when you have questions, like between your business and family. This is when specific knowledge and a coach to help you with the right choices can make all the difference in the long run. This counsel applies to members of all Generations, and I especially love working for couples with children. I will work with you to relieve stress about money and your business by answering your questions, helping you solidify your goals, and create an action plan to achieve them. I provide comprehensive financial advice through fee-only services. This means I don’t sell any products, so I am free of the conflicts of interest that can arise from those arrangements. I have over 20 years of experience working with clients and their finances. I am a Certified Financial Planner ™ which means I’ve passed the rigorous educational and testing requirements as well as required ongoing training to keep me current. I am also a Certified College Financial Counselor (CCFC - https://www.aiccfc.org/Team/Dean-Lyman). With my expertise, I can help you with college planning, business and retirement planning, debt payoff, figuring out where that pesky hole in your budget is, purchasing your first or second home, evaluating your employee benefits, and much more. I'm a member of several organizations to both advocate and constantly improve my knowledge: National Association of Personal Financial Advisors - (https://www.napfa.org/firm/44663/26063) Certified Financial Planner - (https://www.letsmakeaplan.org/find-a-cfp-professional/certified-professional-profile/82c12f6f-c25a-4aaf-9c5a-f06ca78f3e8f) Fee-Only Network - (https://www.feeonlynetwork.com/financial-advisor/dilworth-lyman/) On a personal note, I live in the Midwest, but I meet clients virtually throughout the US. My wife and I have five children that keep us on our toes. Our family likes activities in the outdoors and travel. If you’d like to talk to me about planning for you as a family and business, please set up a FREE conversation (https://calendly.com/your-financial-partnership/30min) with me so you can get that financial peace of mind you deserve through our partnership.

Business ownership considerations Family Business Business succession planning Founder/Business Owner

Mike Z

CFP®

Lees Summit, MO

Java Wealth Planning

Do you have stock options at a private company & want to be prepared for a potential IPO/liquidity event? Or do you have RSUs & an ESPP at a public company and need help with cash flow & tax planning? Buying a home? Taking care of kids as well as aging parents? These decisions can be heavy, and your time, energy & talents are extremely valuable. Let's collaborate and free you up to focus on what you really care about. A little about me: I am a former software engineer, a die-hard Liverpool soccer fan, and a Peacemaker on the Enneagram. I am married to my wife, Sarah, who works in special education. We have two kids, Anna and Sam. After 20 years in tech, I decided to walk away from the corporate life to follow my passion. I established Java Wealth Planning to be THE source for helping tech professionals (& those who love them) navigate their financial lives.

Equity Recipients (RS/RSU, SOP, ESPP) Cash flow / budgeting Technology Professional Gen X (Born 1965-1980)

Lucas W

Series 66

Grain Valley, MO

Edward Jones

Charitable giving tax strategies Retirement income strategy Wealth management

Blake L

Series 66

Lee's Summit, MO

Fidelity

Blake Limbaugh is a Financial Consultant currently working at Fidelity Investments since 2023. He has experience as a Financial Advisor at Engage Wealth Advisors from 2022 to 2023 and as a Financial Solutions Advisor at Merrill Lynch from 2018 to 2022. In his role, Blake focuses on partnering with clients to understand their financial goals and aims to deliver a unique and world-class experience. His career reflects a progression through various positions within the financial services industry, providing him with a broad perspective on client financial planning and advisory services. Outside of his professional work, Blake's personal interests include baseball, golf, music, soccer, social events with friends, and parenthood.

Parents

Brian T

Series 66

Odessa, MO

Edward Jones

Wealth management ESG / Sustainable investing Military & Veterans Doctor or Medical Professional Public Service Employee Values-based investing Religious/faith focused

Brandon Y

Series 66

Lees Summit, MO

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Intergenerational Families
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