Advisors at this firm
James M
Series 63, Series 65
Springfield, MO
Latour Asset Management LLC
James Margraf is a financial advisor at LaTour Asset Management LLC in Springfield, MO, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several related firms, including LaTour Advisory Group, Inc. and Center Street Securities, Inc. Margraf is also an insurance agent, conducting licensed insurance sales as part of his professional activities. LaTour Asset Management LLC serves individual and institutional clients by referring assets to third-party investment managers rather than managing portfolios directly. The firm focuses on client goal assessment, TPM recommendations, performance monitoring, and coordination of communications, while also providing access to insurance products through its licensed principals.
Barbara B
Series 65
Springfield, MO
Latour Asset Management LLC
Barbara Burns is a financial advisor at Latour Asset Management LLC with 11 years of industry experience. She holds a Series 65 designation and has worked at Latour Asset Management since 2015, previously at Center Street Securities and Latour Advisory Group. In addition to her advisory role, she performs administrative tasks and provides insurance sales and service through LaTour Advisory Group. Latour Asset Management serves individual and institutional clients by referring assets to third-party investment managers, offering financial planning and limited estate-planning assistance, and providing access to insurance products. The firm does not manage client assets directly but coordinates between clients and third-party managers, who handle investment execution and reporting.
Joshua L
Series 63, Series 65
Springfield, MO
Latour Asset Management LLC
Joshua La Tour is a financial advisor at LaTour Asset Management LLC in Springfield, MO, with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple related entities since 2015, including LaTour Asset Management LLC and LaTour Advisory Group, Inc. Outside of advising, he is a licensed insurance agent involved in insurance activities through LaTour Advisory Group, Inc. LaTour Asset Management LLC serves individual and institutional clients by referring assets to third-party investment managers rather than managing portfolios directly. The firm focuses on client goal assessment, recommending third-party managers, monitoring performance, and facilitating communications while providing financial planning and limited estate-planning assistance.
Joseph L
Series 63, Series 65
Springfield, MO
Latour Asset Management LLC
Joseph Latour is a financial advisor at LaTour Asset Management LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several related entities since 2000, including LaTour Advisory Group, Inc. and Center Street Securities, Inc. Outside of his advisory work, he serves as treasurer on the board of Bowens Mill Christian Center. LaTour Asset Management LLC serves individual and institutional clients by referring assets to third-party investment managers rather than managing portfolios directly. The firm provides financial planning, estate-planning assistance, and access to insurance products through its principals, focusing on assessing client goals, recommending TPMs, and monitoring their performance.