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Christine Cagle

Advisor at DMK Advisor Group, Inc.

Updated today
DMK Advisor Group, Inc. logo

Firm

DMK Advisor Group, Inc.

Location

Excelsior Springs, MO

Credentials

Series 63, Series 65

Industry experience

4 years

Client services

Financial planning Portfolio management

Fee options

Fixed

Financial planning fixed fees: Preliminary Financial Review - $350; Quarterly Review and Update - $100 annually

Percentage

$0 - $250,000: 2.50% $250,001 - $500,000: 2.25% $500,001 - $750,000: 2.00% $750,001 - $1,000,000: 1.75% $1,000,001 - $1,250,000: 1.50% $1,250,000+: Negotiated

Commissions

Clients may select commission-based accounts for insurance products; no commissions on other securities

Project-based

Specific services charged at $150 per hour

Other

Account minimum: $10,000.00 Minimum fee: Retirement account custodian fee of $35.00 annually Fee-only: Financial planning fees: Initial Consultation - No Charge; Preliminary Financial Review - $350; Quarterly Review and Update - $100 annually; Specific services - $150 per hour

Work history

DMK Advisor Group

2020 - Present (6 years)

DBA Cagle Insurance

2001 - Present (25 years)

Disclosures

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

Business activities & affiliations

Matt F

CFP®

Land O Lakes, FL

Made Financial Design

Accessible Financial Advice We believe quality financial guidance should be available to everyone, regardless of wealth. Fee-Only Commitment As a fee-only firm, we prioritize your best interests—no commissions, no hidden fees. Personalized Planning From starting out to planning retirement, we tailor advice to your unique goals, offering services like investment management, retirement planning, and debt strategies. Empowering Your Dreams At MADE, we help you pursue financial clarity and confidence to live a life of meaning and adventure. Why MADE? MADE Financial Design is inspired by my family—Matthew, Adeline, Deborah, and Ezra. Their initials form our name, reflecting the work with do around Money, Adventure, Dreams, and Education. Like our love for travel and new experiences, we design financial plans to help you craft a life that reflects what matters most. Ready to design your financial future? Contact us for a free consultation at MADEFinancialDesign.com.

Educators, Teachers, and Academics FIRE (Financial Independence Retire Early) Gen X (Born 1965-1980)

Robin S

CFP®, EA

Palm Harbor, FL

Nested Financial & Tax Planning

You’re making good money. So why does it still feel like you’re always behind? You’re the one everyone depends on. You manage the bills, the schedules, the big decisions and somehow still lie awake wondering if you’re missing something. On the outside, it looks like you’ve got it together. But inside? Money still feels stressful. Disorganized. Like one more thing you should’ve figured out by now. You don’t just want things “under control.” You want space to enjoy your life. To book the trip. To say yes without guilt. To feel steady and secure and have fun along the way. That’s where I come in. I work with women who manage the money in their households, including many in the LGBTQIA+ community, and create a safe, judgment-free space for honest conversations about what’s really going on with your finances. Through my Financial Happiness Method, I help you sort through the chaos, clear the mental clutter, and build a rhythm that actually supports your life not someone else’s idea of what it should look like. Together, we: ✅ Get things organized so it finally feels manageable ✅ Build systems that support your values and your version of joy ✅ Make room for things that light you up not just what’s “responsible” ✅ Quiet the noise so you can focus on what matters most This isn’t about being perfect with money. It’s about feeling free, clear, and confident. It’s about dinners with people you love. Quiet weekends. Big dreams. Soft mornings. A little breathing room. A life that actually feels like yours. If you’re tired of carrying the weight of it all alone, I’ve got you.

Married/Couples/Partners LGBTQIA Women Professionals Gen Y/Millennials (Born 1980-1995)

Stacy M

CFP®

Lutz, FL

Bayview Financial Planning

Stacy Miller is the Founder and CEO of BayView Financial Planning. She is a Certified Financial Planner® professional (CFP®) and specializes in guiding and empowering women, widows, and military/veteran families to invest in their own future financial security through the tides of life. She is a problem solver, and helping you find peace of mind is her love language. Stacy is an accomplished speaker and writer and has been featured in The Wall Street Journal, The New York Times, and many other media outlets. She is a fee-only fiduciary and is a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA), the Military Financial Advisors Association (MFAA), Equita Financial Network, and the XY Planning Network (XYPN). She has a Bachelor’s degree in Sociology from Boston University and a Master’s in Business (MBA/Finance) from Auburn University. Stacy is a military spouse to a retired U.S. Army officer and mom to two Gen Z sons who followed her advice and graduated college debt-free. She lives, works, volunteers, and paddleboards in Tampa Bay.

Military & Veterans Women Professionals Widow/Widower

Christopher S

CFP®, Series 63, Series 65

Wesley Chapel, FL

Edward Jones

Divorce financial planning Business ownership considerations Retirement income strategy General estate planning guidance Wealth management Founder/Business Owner Women Professionals

Carter H

Series 63, Series 66

Oldsmar, FL

Fidelity

Carter Hansen is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity Investments since 2010, progressing through various roles including Financial Consultant, Investment Consultant, Investment Solutions Representative, Premium Relationship Associate, and Financial Representative. Prior to joining Fidelity, he worked as a Financial Services Representative at Wells Fargo Investments from 2008 to 2009 and at Etrade Securities from 2006 to 2008. Throughout his career, Carter has focused on assisting clients in creating financial plans based on their individual needs and goals, utilizing solid financial practices and resources. He emphasizes open and honest communication and aims to build trust with clients at every step. His experience spans financial consulting, investment advising, and relationship management within the financial services industry.

Wealth management

Luke M

CFP®, Series 63, Series 65

Trinity, FL

Fidelity

Luke Morris is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2012. He works with a diverse client base including professionals, business owners, and retirees to address their unique financial needs through customized planning aimed at protecting, preserving, and growing their assets. Luke's career in the financial industry began in 2007 and includes roles such as Financial Consultant and Investment Representative at Fidelity Investments, Senior Associate at John Hancock, Financial Advisor at Levin Financial Group, and Risk Associate at Capital One Auto Finance. His experience spans various aspects of financial consulting and investment management. Outside of his professional role, Luke enjoys activities such as boating, golfing, snowboarding, traveling, outdoor adventures, and exploring culinary experiences.

Wealth management Business ownership considerations Founder/Business Owner
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