Years of Experience
5-20+ Years
Springfield, MO
16 Years Experience
0 Disclosures
ADVISOR BIO
Tim Franck is a financial advisor with over 13 years of experience in the industry. Tim is a registered representative of LPL Financial LLC and is licensed in 24 states. Tim offers financial planning, portfolio management, and other investment advisory services to individuals, businesses, and institutions. Tim is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
SPECIALIZATIONS
Springfield, MO
4 Years Experience
0 Disclosures
ADVISOR BIO
Timothy Rodriguez is a financial professional with over 8 years of experience in the industry. Timothy is registered with J.P. Morgan Securities LLC and currently holds the Series 6, Series 63, Series 6TO, and SIE licenses. Timothy is licensed in Kansas and Missouri. Timothy specializes in a wide range of financial products and services, including investment advisory, financial planning, and pension consulting. Timothy can help individuals and businesses achieve their financial goals.
SPECIALIZATIONS
Springfield, MO
35 Years Experience
0 Disclosures
ADVISOR BIO
Timothy Thomas Sallee is a financial advisor with over 30 years of experience in the financial services industry. Timothy has a strong background in investment management, financial planning, and retirement planning. Timothy currently works with Independent Advisor Alliance, LLC and has worked with several other firms in the past. Timothy holds Series 6, 7, 63, and 65 licenses as well as the SIE. Timothy is committed to providing personalized financial advice to individuals, families, and businesses. Timothy specializes in retirement planning, investment management, and estate planning. Timothy is dedicated to helping his clients achieve their financial goals.
SPECIALIZATIONS
SPRINGFIELD, MO
0 Disclosures
ADVISOR BIO
Timothy Lee Baker is a Registered Investment Advisor Representative with Auxan Capital Advisors, LLC. Timothy has been working in the financial services industry since January 2014. Timothy is registered in Arkansas, Kansas, Missouri and Tennessee. Timothy has Series 65 license, which is the Uniform Investment Adviser Law Examination. Auxan Capital Advisors, LLC has $80,872,722 in assets under management. Timothy has experience in the financial planning, pension consulting and portfolio management for individuals.
SPECIALIZATIONS
Springfield, MO
1 Disclosures
ADVISOR BIO
Todd Franklin Gregory is an investment advisor representative with AE Wealth Management, LLC. Todd has been in the financial services industry since 1995. Todd is registered with the state of Missouri. Todd has a Series 63, 65, 62, 22 and SIE licenses. Previous firms include D.H. Hill Securities, LLLP, Midamerica Financial Services, Inc. and Kalos Capital, Inc. Todd has a strong background in financial planning, portfolio management, and insurance sales. Todd is a licensed insurance agent and owns The Gregory Group, LLC dba Gregory Financial.
SPECIALIZATIONS
SPRINGFIELD, MO
21 Years Experience
0 Disclosures
ADVISOR BIO
Todd Eric Mericle is a financial advisor with Edward Jones. He is licensed to provide financial advice in 24 states and has been in the industry since January 2004. Todd Eric Mericle specializes in providing financial advice to individuals, corporations and businesses. He provides financial planning, pension consulting, and portfolio management services to his clients.
SPECIALIZATIONS
SPRINGFIELD, MO
17 Years Experience
0 Disclosures
ADVISOR BIO
Tracy Lynn Bevel is an investment advisor representative with Cetera Investment Advisers LLC. Tracy has been in the financial services industry since 2006. Tracy has a Series 7, Series 66, and SIE license. Tracy has experience with Securities America, Inc., Stifel, Nicolaus & Company, Incorporated, MML Investors Services, LLC, MSI Financial Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Tracy specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
SPECIALIZATIONS
SPRINGFIELD, MO
0 Disclosures
ADVISOR BIO
Travis Joseph Liles is a Certified Financial Planner™ registered with Forvis Mazars Wealth Advisors, LLC. Travis has been in the industry since September 2014 and has a Series 65 registration in Missouri. Travis's specializations include financial planning, pension consulting, portfolio management for individuals, publication of periodicals, educational seminars and selection of other advisers. Travis has worked with BKD Wealth Advisors, LLC, FORVIS Wealth Advisors, LLC and currently with Forvis Mazars Wealth Advisors, LLC.
SPECIALIZATIONS
SPRINGFIELD, MO
0 Disclosures
ADVISOR BIO
Travis Dean Lathrop is an investment advisor representative at Auxan Capital Advisors, LLC, located in Springfield, Missouri. Travis is also licensed to sell life, accident and health insurance, and is on the board of the Strafford R-VI School District. Travis has been a licensed investment advisor since 2022 and has a Series 66, Series 7TO, and SIE license. Travis has experience working with a wide range of clients, including individuals, corporations, and charitable organizations.
SPECIALIZATIONS
SPRINGFIELD, MO
0 Disclosures
ADVISOR BIO
Trenton J Feuerbacher is a Registered Representative at Merrill Lynch, Pierce, Fenner & Smith Inc. in SPRINGFIELD, MO. Trenton has been in the industry since 2024 and has passed the General Securities Representative Examination (Series 7TO) and the Securities Industry Essentials Examination (SIE). Trenton also serves as a board member for a nonprofit organization, "Lost and Found", in Springfield, Missouri.
SPECIALIZATIONS