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Financial Planning Services Advisors in Springfield, Missouri
326 Results
Unclaimed

LPL Financial LLC

location

SPRINGFIELD, MO

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Garrett is a financial advisor registered with LPL Financial LLC. Aaron is active in both the broker-dealer and investment advisor space. Aaron has been in the financial services industry since 2016. Aaron holds the Series 66, SIE, and Series 7 registrations and is licensed in 16 states. Aaron can provide various financial services, including financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed
location

SPRINGFIELD, MO

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Meusborn is a financial advisor with Edward Jones. Aaron is licensed to provide investment advice in multiple states and is also registered as a Registered Representative. Aaron has been working in the financial industry since 2019 and has experience in helping individuals and businesses achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Osaic Wealth, Inc.

location

SPRINGFIELD, MO

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Abigail Grace O'Quinn is a financial advisor with Osaic Wealth, Inc. located in SPRINGFIELD, MO. Abigail has been in the industry since January 18, 2017. Previously Abigail was a registered representative with WOODBURY FINANCIAL SERVICES, INC. in Springfield, MO. Abigail is licensed to provide financial advice and services in Arkansas, California, Florida, Mississippi, and Missouri. Abigail's areas of specialization include financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Forvis Mazars Wealth Advisors, LLC

location

SPRINGFIELD, MO

0 Disclosures

ADVISOR BIO

Adrian Vassallo is an investment advisor representative with Forvis Mazars Wealth Advisors, LLC. Adrian has been in the financial industry since January 2005. Adrian is registered with the state of North Carolina. Adrian is also registered with the state of Georgia. Adrian is a Series 65 license holder. Adrian has been working with the firm Forvis Mazars Wealth Advisors, LLC since June 2024. Adrian's primary office location is in Springfield, Missouri. Adrian specializes in providing financial planning, pension consulting and portfolio management services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

LPL Financial LLC

location

Springfield, MO

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Alfred Lee Odom is a financial advisor with LPL Financial LLC in Springfield, Missouri. Alfred has been in the industry since 2015 and holds the Series 7, Series 66, and SIE exams. Alfred provides a range of financial services to individuals, businesses, and institutions. He has a strong track record of success in helping clients achieve their financial goals. Alfred is committed to providing personalized financial advice and guidance to his clients. He is also a member of the National Association of Personal Financial Advisors (NAPFA).

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

MML Investors Services, LLC

location

Springfield, MO

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Amanda Hedrick is a registered representative with MML Investors Services, LLC. Amanda has been in the securities industry since 2022. Amanda is licensed to sell securities in Arkansas and Missouri. Amanda holds Series 63, 66 and 7TO licenses. Amanda also has a SIE exam. Amanda is a financial advisor offering asset allocation programs, financial planning, pension consulting, educational seminars and portfolio management for individuals and businesses. Amanda is also a farmer and an insurance agent.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION PROGRAMS
Unclaimed

Forvis Mazars Wealth Advisors, LLC

location

SPRINGFIELD, MO

0 Disclosures

ADVISOR BIO

Amy Wren is an Investment Advisor Representative with Forvis Mazars Wealth Advisors, LLC. Amy has been in the industry for over 20 years and has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Amy holds the Series 65 and Series 66 licenses, and has a strong understanding of investment management, financial planning, and retirement planning. Amy can provide a range of services to clients, including financial planning, portfolio management, and pension consulting. Amy is dedicated to helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

Forvis Mazars Wealth Advisors, LLC | CFP ® (Certifications)

location

SPRINGFIELD, MO

0 Disclosures

ADVISOR BIO

Amy Dawn Frizzell is a financial advisor who has been in the industry for over 20 years. Amy is currently registered as a registered representative with Forvis Mazars Wealth Advisors, LLC, where she has been employed since June 2024. Prior to this, Amy worked for BKD Wealth Advisors, LLC and Forvis Wealth Advisors, LLC. Amy is a Certified Financial Planner and holds the Series 63, 65, and 7 licenses. Amy specializes in providing financial planning services to individuals, corporations, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

Forvis Mazars Wealth Advisors, LLC | CFP ® (Certifications)

location

SPRINGFIELD, MO

0 Disclosures

ADVISOR BIO

Amy Elizabeth Manning is a financial advisor registered with Forvis Mazars Wealth Advisors, LLC. Amy Manning has been working in the financial services industry since 2008 and is a Certified Financial Planner. Amy Manning is also registered as an Investment Advisor Representative in North Carolina and Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed
location

SPRINGFIELD, MO

0 Disclosures

ADVISOR BIO

Andrea Batey is an investment advisor representative for Farther. Andrea has been in the industry for over 24 years and has a Series 7, Series 63, and Series 65 licenses. Andrea has worked at Wells Fargo Advisors Financial Network, LLC and Citigroup Global Markets Inc., prior to joining Farther. Andrea specializes in providing financial planning and portfolio management services to individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Publication of Financial Periodicals

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