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Advisors near 71929
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Chad A
Series 66
Hot Springs, AR
New Horizon Asset Management
Steven I
Series 63, Series 65
Hot Springs, AR
Foresight Investment Advisors, LLC
Steven Irwin is a financial advisor with Foresight Investment Advisors, LLC in Hot Springs, Arkansas, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Foresight since 2010. Outside of advising, he is involved in several business activities including insurance sales through The Irwin Agency, Inc. and Arkansas Retirement and Wealth, LLC, as well as managing an aircraft rental company and an oil production entity. Foresight Investment Advisors, LLC serves primarily as a signal provider to other registered investment advisers, developing conservative investment strategies focused on clients approaching or in retirement. The firm combines fundamental, technical, and cyclical analysis to guide investment signals without taking custody or discretion of client accounts.
Jared Z
Series 63, Series 65
Hot Springs, AR
Zeiser Wealth Management LLC
Jared Zeiser is a financial advisor at Zeiser Wealth Management LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial Services and Triad Advisors, Inc. Outside of his advisory role, he is a licensed insurance agent. Zeiser Wealth Management LLC provides personalized financial planning and investment management services to individuals, families, trusts, charitable organizations, foundations, and corporations. The firm employs a disciplined, formula-driven “Advance and Protect” process that integrates quantitative, technical, and fundamental analysis to manage portfolios and offers both discretionary management and stand-alone consulting.
Thomas R
Series 65
Hot Springs, AR
Foresight Investment Advisors, LLC
Thomas Rizzo is a financial advisor at Foresight Investment Advisors, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Foresight since 2010. He also oversees operations, compliance, and accounting for Arkansas Retirement Consultants, LLC, an insurance agency based in Hot Springs, Arkansas. Foresight Investment Advisors, LLC is an Arkansas-registered adviser that provides portfolio holdings and trade instructions as a signal provider to unaffiliated registered investment advisers. The firm focuses on conservative investment strategies for clients approaching or in retirement, using a combination of fundamental, technical, and cyclical analysis to guide its recommendations.
Daniel D
Series 63, Series 65
Hot Springs, AR
RCM Wealth Advisors
Daniel Dickerson is a financial advisor with RCM Wealth Advisors in Hot Springs, AR, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior work includes roles at Money Concepts Capital Corp., Veritas Independent Partners, and various insurance agencies. Outside of his advisory work, he is involved in Dickerson Insurance and Financial Services, a property and casualty business. RCM Wealth Advisors is a multi-advisor SEC-registered firm managing approximately $324 million for around 530 clients. The firm serves individuals, pension and profit-sharing plans, and corporate clients, offering portfolio management and financial planning with strategies that include ETF-driven allocations and options-based programs supported by fundamental and cyclical analysis.
James T
Series 63, Series 66
Hot Springs, AR
William Joseph Capital Management, Inc.
James Tuohey is a financial advisor with William Joseph Capital Management, Inc. He holds Series 63 and Series 66 licenses and has 16 years of industry experience. His prior roles include positions at Garland & Greenwood Wealth Advisors, Prince & Tuohey, and Bolmgren RetirePlan Inc. He is also a partner at William Joseph Tax Strategies, LLC, an affiliated accounting and tax services firm. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm combines financial planning and portfolio management, using customized portfolio construction alongside third-party sub-advisors through the AssetMark platform.
Dennis B
Series 63, Series 65
Pearcy, AR
Black Knight Wealth Management, LLC
Dennis Berry is a financial advisor with Black Knight Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Morgan Stanley in various capacities since 2004 and joined Black Knight Wealth Management in 2020. Outside of his advisory work, he owns a bushogging business and serves as a volunteer board member for the nonprofit organizations The CALL and Sunshine Therapy Riding Center. Black Knight Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and coordination with other professional advisors. The firm employs a disciplined investment process that integrates multiple analytical approaches and offers tailored strategies, managing accounts primarily on a discretionary basis.
Daniel B
Series 63, Series 65
Hot Springs, AR
Stephens
Daniel Belz is a financial advisor at Stephens in Little Rock, AR, holding Series 63 and Series 65 designations with 45 years of industry experience. He has been with Stephens since 2006. Stephens provides investment advisory and brokerage services to a diverse client base, including individuals, corporations, foundations, pension and retirement plans, and public entities. The firm employs a centralized investment process with affiliated sub-advisors and offers specialized strategies alongside research-driven portfolio management.
Mary N
Series 63, Series 66
Hot Springs, AR
Independent Advisor Alliance, llc
Mary Newburn is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 licenses and having 12 years of industry experience. She has worked at LPL Financial and Woodmen Financial Services, Inc., and provides administrative support to Independent Advisor Alliance. Independent Advisor Alliance, LLC is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, charities, and estates, offering services including asset management, financial planning, and retirement plan consulting through a network of 219 advisors using a range of investment approaches and technology platforms.
Frederick B
Series 63, Series 65
Hot Springs, AR
Stephens
Frederick Blagg is a financial advisor at Stephens with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stephens since 1999. Stephens provides investment advisory and brokerage services to a diverse client base, including individuals, corporations, foundations, and public entities. The firm employs a combination of centralized investment committees and affiliated sub-advisors across equity, fixed-income, and alternative strategies, supported by in-house equity research and a range of client platforms.
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Advisors near 71929
Out of 400,000+ nationwide