Invested Better
Selection of Other Advisors Advisors in Springfield, Missouri
261 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

United Advisor Group

location

Springfield, MO

0 Disclosures

ADVISOR BIO

Aaron Sloan is a financial advisor at United Advisor Group. Aaron has been in the financial industry since 2017. Aaron is registered with the state of Missouri and holds the Series 7, Series 66, and SIE licenses. Aaron has experience working with individuals, corporations, and charitable organizations. Aaron also provides financial planning and educational seminars.

SPECIALIZATIONS

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

U.s. Bancorp Investments, Inc.

location

Springfield, MO

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Hall is a financial advisor currently registered with U.S. Bancorp Investments, Inc.. Aaron has been in the industry since 2022. Aaron holds licenses in Missouri, Texas and 24 other states. Aaron has passed the Series 66, Series 63, Series 7TO, and SIE exams. Aaron currently has 1 active registration with the Securities and Exchange Commission. The firm employs 1,495 licensed agents, 998 investment advisor representatives, 2,079 registered representatives, 951 investment advisory functions, and 0 adviser reps for other investment advisers. Aaron is registered with the following firm: U.S. Bancorp Investments, Inc.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Publication of Financial Periodicals
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

U.s. Bancorp Investments, Inc.

location

Springfield, MO

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Adam Schoening is a financial advisor at U.S. Bancorp Investments, Inc. in Springfield, Missouri. Adam has been in the financial services industry since November 15, 2023, and has Series 63, Series 6TO, and SIE licenses. Adam specializes in providing financial planning, portfolio management for individuals and businesses, and publication of periodicals. He is also registered with the state of Missouri.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

Integrated Advisors Network LLC

location

Springfield, MO

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Albert David Demicell is an Investment Advisor Representative registered with Integrated Advisors Network LLC. Albert has been in the financial industry since September 2005. Albert is a Registered Representative and Investment Advisor Representative holding licenses for Series 63, 65, 7 and SIE. Albert has experience working with individuals, corporations and charitable organizations. Albert has previous experience working with Northwestern Mutual Investment Services, LLC, FIRST ALLIED SECURITIES, INC. , TRIAD ADVISORS, INC. and INTERSECURITIES, INC. Albert has specialties in financial planning, portfolio management for individuals, corporations and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
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

Onedigital Investment Advisors

location

SPRINGFIELD, MO

disclosure

4 Disclosures

ADVISOR BIO

Andrew Lee Denney is a financial advisor in Springfield, Missouri. Andrew is registered to provide investment advice in Missouri. Andrew has been in the industry since 2004 and has experience with a variety of firms, including LPL Financial LLC, Cambridge Investment Research, Inc., and Ameriprise Financial Services, Inc. Andrew is currently affiliated with Onedigital Investment Advisors, a firm headquartered in Overland Park, Kansas. Onedigital Investment Advisors is a Registered Investment Advisor with over $100 billion in assets under management. The firm provides financial planning, portfolio management, and pension consulting services to individuals, families, businesses, and institutions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles

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