Advisors at this firm
Jeremy Z
Series 65
Springfield, MO
WealthCare Asset Management, LLC
Jeremy Zickefoose is a financial advisor at WealthCare Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience at Globe Life - Liberty National. Outside of finance, he owns and operates White Tornado Cleaning Services, a commercial janitorial business. WealthCare Asset Management serves individuals, trusts, pension, and corporate clients with discretionary asset management and investment consulting. The firm utilizes active, technically driven risk management and incorporates options and derivatives within managed accounts, offering a range of ancillary services alongside portfolio management.
Eric B
Series 65
Springfield, MO
WealthCare Asset Management, LLC
Eric Burlison is a financial advisor at WealthCare Asset Management, LLC with six years of industry experience. He holds a Series 65 designation and has held roles in the Missouri General Assembly and the United States House of Representatives. In addition to his advisory work, he is involved with American Tax Strategies, LLC as an insurance agent. WealthCare Asset Management advises individuals, trusts, pension, and corporate clients on discretionary asset management and investment consulting. The firm employs an active, technically driven risk management approach using proprietary models and options strategies, and offers a range of ancillary services including pension maximization and identity-theft mitigation.
James W
Series 63, Series 65
Springfield, MO
WealthCare Asset Management, LLC
James Watts is a financial advisor with WealthCare Asset Management, LLC in Springfield, MO, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with WealthCare Asset Management since 2014 and is also involved with American Tax Strategies, LLC. Outside of financial services, he owns and operates Wattswood Farms, a livestock farm. WealthCare Asset Management advises individuals, trusts, pension, and corporate clients on discretionary asset management and investment consulting, employing an active, technically driven risk management approach that incorporates stocks, bonds, mutual funds, ETFs, options, and other securities. The firm also provides a range of ancillary services and emphasizes the use of options and derivatives within managed accounts.
Joey L
Series 65
Springfield, MO
WealthCare Asset Management, LLC
Joey Ledford is a financial advisor at WealthCare Asset Management, LLC in Springfield, MO, holding a Series 65 designation with one year of industry experience. His prior work includes roles at American Tax Strategies, LLC and Funeral Directors Life. He is also involved with American Tax Strategies, LLC as an insurance agent, dedicating approximately five percent of his time to this activity. WealthCare Asset Management serves individuals, trusts, pension, and corporate clients with discretionary asset management and investment consulting. The firm employs an active, technically driven risk management approach, incorporating options and derivatives, and offers a range of ancillary services including pension maximization and identity-theft mitigation.
Matthew D
Series 65
Springfield, MO
WealthCare Asset Management, LLC
Matthew Dean is a financial advisor at WealthCare Asset Management, LLC in Springfield, MO, holding a Series 65 credential with one year of industry experience. He has previously worked at WealthCare Corporation and is also involved with American Tax Strategies, LLC as a Medicare insurance broker. WealthCare Asset Management advises individuals, trusts, pension, and corporate clients on discretionary asset management and investment consulting, employing an active, technically driven risk management approach with a mix of long-term, short-term, and trading strategies tailored to client objectives.