Advisors at this firm
Aaron P
Series 63, Series 66
Independence, MO
Stewardship Capital
Aaron Pickert is a financial advisor with Stewardship Capital in Independence, MO, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has been with Stewardship Capital since 2016. In addition to his advisory role, he is involved in selling and servicing fixed insurance products, including term life, disability, long-term care, and critical illness insurance. Stewardship Capital serves individual investors, retirement and profit-sharing plans, corporations, trusts, and estates with discretionary portfolio management and financial planning. The firm utilizes a range of investment strategies, including fundamental and technical analysis, and employs derivatives and options writing within separately managed accounts.
Christopher W
CFP®, Series 63, Series 65
Independence, MO
Stewardship Capital
Christopher Walden is a CFP®-credentialed financial advisor with 19 years of industry experience. He has worked at Stewardship Capital since 2024 and previously spent 15 years with Heartland Capital Advisors LC. Outside of his advisory role, he is involved in fixed insurance sales through MO-KAN Insurance. Stewardship Capital serves individual investors, retirement plans, corporations, trusts, and estates, offering discretionary portfolio management and financial planning. The firm employs a range of investment strategies including charting, fundamental, technical, and cyclical analysis, and utilizes derivatives and options writing within separately managed accounts.
Ronald F
ChFC®, Series 63, Series 65
Independence, MO
Stewardship Capital
Ronald Finke is a ChFC®-designated financial advisor with 27 years of industry experience. He has been with Stewardship Capital since 1998. Stewardship Capital serves individual investors, retirement and profit-sharing plans, corporations, trusts, and estates, offering discretionary portfolio management and financial planning. The firm employs a range of investment strategies including charting, fundamental, technical, and cyclical analysis, and incorporates derivatives and options writing in its management approach.
Lucas D
Series 65
Independence, MO
Stewardship Capital
Lucas Davis is a financial advisor at Stewardship Capital in Independence, Missouri, holding a Series 65 designation with nine years of industry experience. He has been with Stewardship Capital since 2015. Stewardship Capital provides discretionary portfolio management and financial planning to individual investors, retirement and profit-sharing plans, corporations, trusts, and estates. The firm employs a range of investment strategies including fundamental and technical analysis, and utilizes derivatives and options writing within separately managed accounts.