Invested Better
Selection of Other Advisors Advisors in Springfield, Missouri
261 Results
Unclaimed
location

Springfield, MO

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Jason Fetty is a registered representative of Edward Jones and has been in the financial industry since October 2020. Jason has a Series 7, Series 66 and SIE license. Jason is registered in 23 states. Jason specializes in providing financial planning, portfolio management for businesses and individuals, and pension consulting services. Jason also provides selection of other advisors.

SPECIALIZATIONS

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

LPL Financial LLC

location

SPRINGFIELD, MO

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Jason Gaynor is a financial advisor with LPL Financial LLC in Springfield, MO. Jason has been working in the financial services industry since January 2006. Jason is registered with FINRA and the state of Missouri, and holds Series 6, 63 and 65 licenses. Jason has experience providing financial advice to individuals, businesses and organizations. He specializes in financial planning, retirement planning and investment management.

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

1 Years Experience

0 Disclosures

ADVISOR BIO

Jeffrey Tumlin is a financial advisor with Edward Jones. Jeffrey has been in the financial services industry since 2011 and currently holds licenses in Missouri and Texas. Jeffrey's areas of specialization include Retirement Planning, College Savings, Estate Planning, Insurance Planning, and Business Planning. Edward Jones provides a wide range of financial services to individuals, families, and businesses. Their focus is on building long-term relationships with clients and providing them with personalized advice and guidance.

SPECIALIZATIONS

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

Sanctuary Advisors, LLC | CFP ® (Certifications)

location

SPRINGFIELD, MO

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Jeffrey Robinson is a financial advisor with Sanctuary Advisors, LLC, working out of the Springfield, MO office. Jeffrey Robinson has been in the financial industry for over 12 years and has earned the Certified Financial Planner designation. Jeffrey Robinson's specializations include financial planning, portfolio management for businesses, and portfolio management for individuals. Jeffrey Robinson is registered with the state of Arkansas, California, Missouri, and Washington. Jeffrey Robinson has also been a partner with Robinson and Company LLP, an accounting firm, since 2010. Jeffrey Robinson has an extensive background in tax and accounting services.

SPECIALIZATIONS

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

LPL Financial LLC | CFP ® (Certifications)

location

SPRINGFIELD, MO

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Jeffrey Werner is a financial advisor who has been in the industry since 1993. Jeffrey is currently registered with LPL Financial LLC. Prior to working at LPL Financial LLC, Jeffrey worked at INVEST Financial Corporation. Jeffrey is a Certified Financial Planner.

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

Wells Fargo Clearing Services, LLC

location

SPRINGFIELD, MO

experience

32 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Jeffrey Layman is a financial advisor with Wells Fargo Clearing Services, LLC. Jeffrey is licensed to provide investment advice and services in multiple states, including Missouri, Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Maine, Maryland, Michigan, Missouri, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, and Wisconsin. Jeffrey has been working in the industry since 1993 and has held previous positions at Morgan Stanley, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., and A. G. Edwards & Sons, Inc. Jeffrey holds the Series 63, 65, 7, 31, and SIE licenses.

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

LPL Financial LLC

location

SPRINGFIELD, MO

experience

26 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Jennifer Lynn Dixon is a financial advisor with LPL Financial LLC. Jennifer has been in the financial industry since March 9, 1999. Jennifer is registered with the state of Missouri. Jennifer holds the Series 6, Series 63 and SIE securities licenses. Jennifer is located in Springfield, Missouri and has been with LPL Financial LLC since December 20, 2012. Previously Jennifer was with ING FINANCIAL PARTNERS, INC. and LOCUST STREET SECURITIES, INC.

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

Integrated Advisors Network LLC

location

Springfield, MO

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Hope Newhouse is a registered investment advisor representative with Integrated Advisors Network LLC. Jennifer has been in the financial services industry since November 2004. Jennifer has experience working with individuals, high-net-worth individuals, corporations, and charitable organizations. Jennifer is also a registered investment advisor representative in Missouri.

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
location

SPRINGFIELD, MO

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Jeremiah Dean Melton is an Investment Advisor Representative at Edward Jones. Jeremiah Melton has been in the financial services industry since August 27, 2008. Jeremiah Melton is registered with FINRA and is licensed in 26 states. Jeremiah Melton has a Series 66 and Series 7 license as well as the SIE. Jeremiah Melton also has a background in dog breeding. Jeremiah Melton's specializations include financial planning, pension consulting, selection of other advisors and portfolio management for businesses and individuals.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC | CFP ® (Certifications)

location

SPRINGFIELD, MO

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Jerod Ostermeier is a financial advisor with Cetera Investment Advisers LLC. Jerod is a Certified Financial Planner, registered in Missouri, California, Colorado, North Carolina, and Washington. Jerod has been in the industry since 2017.

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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