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Financial Planning Services Advisors in Springfield, Missouri
326 Results
Unclaimed

Ameriprise Financial Services, LLC

location

Springfield, MO

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Eric Bruning is a financial advisor associated with Ameriprise Financial Services, LLC, registered with the state of Missouri. Eric has been in the industry since 2023 and previously worked at LPL FINANCIAL LLC. Eric has a Series 7TO, Series 66 and SIE license. Eric currently is registered as a broker-dealer and investment advisor with Ameriprise Financial Services, LLC. Eric also has a board position at Bruning and is a member of the Board of Directors. Eric provides financial planning, investment advice, and other financial services to individuals, families, and businesses. Eric is committed to providing personalized service to his clients and helping them achieve their financial goals.

SPECIALIZATIONS

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

LPL Financial LLC

location

Springfield, MO

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

Eric Kurth is a financial advisor with LPL Financial LLC. Eric has over 30 years of experience in the financial services industry. Eric has a Series 6, 7, 24, 63, and 65 license. Eric is registered in Alabama, Arizona, Arkansas, California, District of Columbia, Florida, Illinois, Kansas, Kentucky, Louisiana, Michigan, Minnesota, Missouri, Montana, New Mexico, Oklahoma, Pennsylvania, South Carolina, Texas, Virginia, West Virginia and Wisconsin. Eric specializes in providing financial planning, portfolio management, pension consulting, and other advisory services. Eric is dedicated to providing personalized financial advice to individuals, families, and businesses.

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

Mercer Global Advisors Inc. | CFP ® (Certifications)

location

Springfield, MO

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Ethan James Wallace is an investment advisor representative. Ethan has been in the industry since July 14, 2019. Ethan currently works at Mercer Global Advisors Inc. Ethan holds the Series 7TO, Series 66, and SIE licenses. Ethan has the Certified Financial Planner designation. Ethan is licensed in Missouri, Texas, and Louisiana. Ethan also offers brokerage services for clients of the Mercer Advisors Inc. affiliated Broker Dealer.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TRUST SERVICES, ESTATE PLANNING, TAX RETURN PREPARATION, CONSULTATION
Publication of Financial Periodicals
Unclaimed
location

SPRINGFIELD, MO

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Garrett Koopmann is a financial advisor at LPL Financial LLC. Garrett is licensed in Arizona, Arkansas, California, Colorado, Florida, Illinois, Indiana, Iowa, Kansas, Michigan, Missouri, North Carolina, Oklahoma, South Dakota, Texas and Virginia. Garrett works primarily with individual clients.

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

Osaic Wealth, Inc.

location

SPRINGFIELD, MO

0 Disclosures

ADVISOR BIO

Gary Scott Franklin is an investment advisor representative with Osaic Wealth, Inc. Gary has a Series 65 license and is registered with the state of Missouri. Gary has over 20 years of experience in the financial services industry and is committed to providing his clients with personalized financial planning and investment management services. Gary has a passion for helping individuals and families achieve their financial goals.

SPECIALIZATIONS

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

Wells Fargo Advisors Financial Network, LLC

location

SPRINGFIELD, MO

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Gene O'Dell is an investment advisor representative at Wells Fargo Advisors Financial Network, LLC. Gene has been in the securities industry since 2000, and has been registered with Wells Fargo Advisors Financial Network, LLC since February 2021. Gene has passed the Series 63, 65, 7, 24, 31, and SIE exams, and has a strong track record of success in the industry. Gene is registered to provide securities and investment advisory services in 28 states, including Missouri, Texas, and California. Gene specializes in providing portfolio management for individuals and businesses, financial planning, and pension consulting.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Pinnacle Family Advisors, LLC

location

SPRINGFIELD, MO

experience

20 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Geoffrey Gene Russell is a Registered Representative and Investment Adviser Representative with Pinnacle Family Advisors, LLC. Geoffrey has been in the securities industry since July 2005 and is licensed in several states. Geoffrey holds the Series 7, Series 63, and Series 65 licenses. Geoffrey is a Registered Representative with Edward Jones and Smith, Moore & Co. and has been with Pinnacle Family Advisors, LLC since July 2012.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
FINANCIAL AND BUSINESS CONSULTING
Publication of Financial Periodicals
Unclaimed
location

SPRINGFIELD, MO

0 Disclosures

ADVISOR BIO

George Carpenter Timson is an investment advisor representative at Farther. George is a licensed investment advisor representative in Missouri and a resident investment advisor representative in Texas. George has been in the securities industry since 2017. George has experience at SignalPoint Asset Mangement, PENSCO Trust Company, Personal Capital, and Springfield Public Schools. George is also a graduate of Texas Christian University. George is registered with the state of Missouri and has a Series 65 license. George specializes in providing financial planning and portfolio management for individuals and businesses.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

SPRINGFIELD, MO

experience

36 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Vincent Sullivan is a financial advisor with over 30 years of experience in the financial services industry. Gregory is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since 2011. Prior to that, Gregory was with Benjamin F. Edwards & Company, Inc. and Wells Fargo Advisors, LLC. Gregory specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, and selection of other advisors. Gregory holds several licenses and registrations including Series 7, Series 9, Series 10, Series 24, Series 63, and Series 66. Gregory holds a General Securities Principal Examination (Series 24) and a General Securities Sales Supervisor Examination (Series 8) license.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Cetera Investment Advisers LLC

location

SPRINGFIELD, MO

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Wayne Ramsey is a financial advisor with Cetera Investment Advisers LLC in Springfield, Missouri. Gregory Wayne Ramsey has been in the securities industry since January 9, 2006. Gregory Wayne Ramsey has passed the Series 66, Series 7, and SIE exams. Gregory Wayne Ramsey is also a shareholder in KPM CPAS, a public accounting firm.

SPECIALIZATIONS

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

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