Financial advisors in Columbia, MO

30 match

Aaron Rigdon
Financial advisor at Smith Moore & Co.
Smith Moore & Co. · $2.37B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Adam Wheeler
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Benjamin Dierkes
Financial advisor at Wilkerson Advisory Group LLC
Wilkerson Advisory Group LLC · $326.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bret Rodabaugh
Financial advisor at Alexander Labrunerie & Co., Inc.
Alexander Labrunerie & Co., Inc. · $618.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Carroll Wilkerson
Financial advisor at Wilkerson Advisory Group LLC
Wilkerson Advisory Group LLC · $326.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christina Link
Financial advisor at Moneta Group Investment Advisors, LLC
Moneta Group Investment Advisors, LLC · $50.54B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Danielle Harrison
Financial advisor at Harrison Financial Planning
Harrison Financial Planning · $32M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Eric Willmeth
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Graham Buresh
Financial advisor at Wilkerson Advisory Group LLC
Wilkerson Advisory Group LLC · $326.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jared Reynolds
Financial advisor at Newedge Advisors
Newedge Advisors · $43.21B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jason Lawless
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jessica Humble
Financial advisor at Eagle Bluffs Wealth Management LLC
Eagle Bluffs Wealth Management LLC · $294.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jody Frank
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Blattel
Financial advisor at Prospera Financial Services, Inc.
Prospera Financial Services, Inc. · $14.39B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Madigan
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Ruesch
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jordan Nietzel
Financial advisor at Trek Wealth Planning
Trek Wealth Planning · $23.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lonnie Brockmeier
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lucas Redburn
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mark Richardson
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Melinda McCubbin
Financial advisor at Truman Wealth Advisors
Truman Wealth Advisors · $106M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nathan Brown
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Neil Carr
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Richard Reardon
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Weagley
Financial advisor at Sundvold Financial
Sundvold Financial · $232.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sabrina Basinger
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Thomas Squires
Financial advisor at Wilkerson Advisory Group LLC
Wilkerson Advisory Group LLC · $326.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Timothy Sullivan
Financial advisor at Clarity Financial
Clarity Financial · $28.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Travis Cook
Financial advisor at Convergence Financial
Convergence Financial · $904M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Tyler Bales
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Columbia, MO

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Columbia, MO.

How this list works

Before you hire an advisor in Columbia, MO