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Advisors near 65775
Out of 400,000+ nationwide
Eric G
Series 63, Series 65
West Plains, MO
Valic Financial Advisors
Eric Gibson is a financial advisor with Valic Financial Advisors in Springfield, MO, holding Series 63 and Series 65 licenses and having eight years of industry experience. His prior roles include positions at Thrivent Financial and West Plains Bank and Trust Company. He serves as board president of the Community Foundation of West Plains and the West Plains Area Chamber of Commerce, and he is treasurer at Immanuel Lutheran Church. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for client portfolio construction.
Mark G
Series 66
West Plains, MO
Edward Jones
Mark Guffey is a Series 66 licensed financial advisor with Edward Jones, based in West Plains, MO. He has three years of industry experience, including nine years at Walmart prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.
Melissa M
Series 66
West Plains, MO
Edward Jones
Melissa Mc Goldrick is a financial advisor with Edward Jones in West Plains, MO, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2018, she worked for five years at R.P. Lumber. Outside of advising, she is a part owner of MM Property Management, a short-term rental business where she assists with cleaning and preparing rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a network of over 23,700 financial advisors and emphasizes both discretionary and non-discretionary investment approaches under a fiduciary standard.
Mark L
CFP®, ChFC®, Series 66
West Plains, MO
Edward Jones
Mark Lewis is a financial advisor with Edward Jones in West Plains, MO, holding CFP®, ChFC®, and Series 66 credentials and has 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard. The firm is notable for its large nationwide network of advisors and branch offices, as well as its affiliated mutual funds and trust services.
Kevin W
Series 66
West Plains, MO
Edward Jones
Kevin Walker is a financial advisor with Edward Jones in West Plains, MO, holding a Series 66 designation and 12 years of industry experience. He previously worked at Thrivent Financial and Thrivent Investment Management Inc from 2013 to 2018 before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services through a nationwide network of more than 23,700 financial advisors.
Jeffery W
Series 66
West Plains, MO
Cetera
Jeffery Welch is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. He has worked at Avantax Investment Services and 1st Global Advisors, and owns a law practice providing estate and business planning services. Welch is also an owner of a CPA firm and serves as an advisory board director for West Plains Bank & Trust Company. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a network of independent advisors, offering portfolio management, financial planning, and fiduciary solutions supported by a range of model portfolios and third-party managed programs.
Heather F
CFP®, Series 66
West Plains, MO
Edward Jones
Heather Foster is a CFP®-designated financial advisor at Edward Jones with six years of industry experience. She has been with Edward Jones since 2019 and previously worked at Missouri State University-West Plains and served for ten years with the U.S. House of Representatives for Jason Smith. Outside of advising, she is registered as a consultant for a skin care company and has interests related to undeveloped land and her spouse's sports memorabilia business. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, pension plans, corporations, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Brian R
Series 66
West Plains, MO
Edward Jones
Brian Rhoads is a financial advisor at Edward Jones in West Plains, MO, holding a Series 66 designation with six years of industry experience. He previously worked at Arvest Bank from 2013 to 2019 before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.
Regina G
Series 63, Series 65
West Plains, MO
Edward Jones
Kevin B
CFP®, Series 66
West Plains, MO
Edward Jones
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Advisors near 65775
Out of 400,000+ nationwide