Financial advisors in Jefferson City, MO

89 advisors · page 2 of 3

Brandon Nicklas
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Brandon Wooley
Financial advisor at Greenleaf Financial Network, LLC
Greenleaf Financial Network, LLC · $123.7M AUM
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Brian Meisel
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
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Charles Frank
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Christen Jones
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Christina Hake
Financial advisor at Smith Moore & Co.
Smith Moore & Co. · $2.37B AUM
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Corey Beard
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
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Dakota Baumhoer
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Dale Rosenthal
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
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Dallas Robertson
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Damon Johanns
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
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Daniel Lecure
Financial advisor at Huntleigh Advisors, Inc.
Huntleigh Advisors, Inc. · $781.8M AUM
Verified
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Donald Thrash
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Edward Tritschler
Financial advisor at Retirement Plan Advisors, LLC
Retirement Plan Advisors, LLC · $3.54B AUM
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Elizabeth Clemens
Financial advisor at Retirement Plan Advisors, LLC
Retirement Plan Advisors, LLC · $3.54B AUM
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Eric Kemna
Financial advisor at Farther
Farther · $16.01B AUM
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Frank Burkhead
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
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Gregory Frank
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Harry Hopkins
Financial advisor at Smith Moore & Co.
Smith Moore & Co. · $2.37B AUM
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Jacob Zerr
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
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James Widman
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
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Jeffrey Holtmeier
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
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Jennifer Scoggins
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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John Anderson
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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John Conrad
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
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John Ruth
Financial advisor at Build Asset Management
Build Asset Management · $64.6M AUM
Verified
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Jonathan Rost
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
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Jorge Gonzalez
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Joshua Bryant
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Joshua Thornhill
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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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 Jefferson City, 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 Jefferson City, MO.

How this list works

Before you hire an advisor in Jefferson City, MO