Advisors at this firm
Tanner G
Series 66
Springfield, MO
Hickory Wealth Management, LLC
Tanner Greer is a financial advisor at Hickory Wealth Management, LLC in Springfield, MO, with nine years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services, Independent Financial Partners, Resources Investment Advisors, and LPL Financial. In addition to advisory work, he is involved in fixed and life insurance sales under the Hickory Wealth Management name. Hickory Wealth Management serves individuals, including high-net-worth clients, trusts, and retirement plans, offering portfolio management, financial planning, and investment consulting. The firm manages wrapped accounts on a discretionary basis using fundamental analysis and multi-asset allocation strategies, with an emphasis on reducing transaction costs through its wrap-fee program.
Roger P
Series 63, Series 66
Springfield, MO
Hickory Wealth Management, LLC
Roger Plackemeier is a financial advisor at Hickory Wealth Management, LLC in Springfield, MO, with 31 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Allianz Life Insurance Company of North America and Woodbury Financial Services Inc. He serves as a board member of Messiah Lutheran Church. Hickory Wealth Management serves individuals, trusts, retirement plans, and certain broker-dealer customers by offering portfolio management, financial planning, and investment consulting. The firm manages wrap-fee accounts on a discretionary basis using fundamental analysis and multi-asset allocation strategies to align portfolios with clients’ objectives and risk tolerance.