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Portfolio Management for Businesses Advisors in Smithville, Missouri
7 Results
Unclaimed
location

SMITHVILLE, MO

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Angela Gillen is a financial advisor at Edward Jones. Angela has been in the financial services industry since 2015. Angela holds Series 66, SIE and Series 7 licenses. Angela provides financial planning, pension consulting, selection of other advisors, and portfolio management services to individuals and businesses.

SPECIALIZATIONS

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

Smithville, MO

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

David Dean Cooper is an investment advisor representative at Edward Jones, a well-established firm with a significant presence in the financial industry. David holds Series 7 and Series 66 licenses, and has been active in the industry since 2017. Cooper has a comprehensive understanding of the investment landscape and is dedicated to helping clients reach their financial goals. His previous experience with Derr Equipment provides a valuable perspective in serving clients across a range of industries.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC

location

SMITHVILLE, MO

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Dawn Marie Cramer is a financial advisor with Cetera Investment Advisers LLC. Dawn has been in the financial services industry since 2007 and holds the Series 7 and Series 66 securities licenses. Dawn works with a variety of clients, including individuals, families, businesses, and charitable organizations. Dawn's areas of expertise include financial planning, portfolio management, and retirement planning. Dawn is also a member of the Board of Police Commissioners for Kansas City, Missouri.

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

location

SMITHVILLE, MO

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

John Carlson is a financial advisor registered with LPL Financial LLC. John is a registered representative and investment advisor representative in the states of Missouri and South Carolina. John has been in the financial industry since July 19, 2012. John has experience working at Waddell & Reed, as well as LPL Financial. John has a variety of certifications including Series 7, Series 6, Series 63, Series 65, Series 24, Series 26, and Series 99TO.

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

Lexaurum Advisors

location

Smithville, MO

0 Disclosures

ADVISOR BIO

Kyle Michael Harsha is an Investment Advisor Representative with LexAurum Advisors, LLC in Overland Park, Kansas. Kyle is a Registered Investment Advisor in Missouri. Kyle also owns and operates Money Matters Tax and Financial Services, providing accounting and tax preparation services. Previously Kyle was with Avantax Investment Services, Inc. in Lees Summit, Missouri. Kyle has a combined 7 years of experience in the financial services industry.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Unclaimed

Cetera Investment Advisers LLC

location

SMITHVILLE, MO

0 Disclosures

ADVISOR BIO

Rocco Giglio is a financial advisor at Cetera Investment Advisers LLC, specializing in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. Rocco holds a Series 7TO, Series 66, and SIE license. Rocco is also a licensed insurance agent and has experience in fixed insurance product sales. Rocco's experience includes working with Cramer Capital Management as a Financial Administrator, as well as with Tribeca Concrete Construction and Hickory Hills Country Club. In addition to his role at Cetera Investment Advisers LLC, Rocco is also a Treasurer for Urban Core Group.

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

location

SMITHVILLE, MO

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Scott Allen Webb is a financial advisor with over 30 years of experience in the industry. Scott is currently registered with LPL Financial LLC and has held previous registrations with PFS Investments Inc. Scott holds licenses to sell securities and provide investment advice in multiple states. He specializes in providing financial planning, portfolio management, and consulting services to individuals, businesses, and charitable organizations. Scott’s focus is on helping clients reach 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES