🤫 Directory · consent-first

Near 65804. Springfield.

21 financial advisors & firms and 0 insurance agents verified near Springfield, MO — every one cited to the regulator, claimable and removable by the person named.

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Financial

Advisors & firms near 65804

Greystone Investment Advisors, INC.0 mi

RIA firm · Springfield, MO 65804 · Registered investment adviser · $24M AUM

CRD 112727 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

DB Advisors0 mi

RIA firm · Springfield, MO 65804 · Registered investment adviser · $49M AUM

CRD 134485 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Wealthcare Asset Management, LLC0 mi

RIA firm · Springfield, MO 65804 · Registered investment adviser · $211M AUM

CRD 170382 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Hickory Wealth Management, LLC0 mi

RIA firm · Springfield, MO 65804 · Registered investment adviser · $127M AUM

CRD 298475 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Fiduciary Trust Private Wealth Counsel LLC0 mi

RIA firm · Springfield, MO 65804 · Registered investment adviser · $19M AUM

CRD 318579 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Prosperity Financial Group0 mi

RIA firm · Springfield, MO 65804 · Registered investment adviser · $98M AUM

CRD 336091 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Iti Financial Management3.7 mi

RIA firm · Springfield, MO 65810 · Registered investment adviser · $96M AUM

CRD 152658 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Trend Management, INC.4.2 mi

RIA firm · Springfield, MO 65807 · Registered investment adviser · $83M AUM

CRD 113847 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Auxan Capital Advisors, LLC4.2 mi

RIA firm · Springfield, MO 65807 · Registered investment adviser · $90M AUM

CRD 133061 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Pinnacle Family Advisors, LLC4.2 mi

RIA firm · Springfield, MO 65807 · Registered investment adviser · $372M AUM

CRD 145628 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Rlb Financial4.2 mi

RIA firm · Springfield, MO 65807 · Registered investment adviser · $174M AUM

CRD 151778 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Advisor One, LLC4.2 mi

RIA firm · Springfield, MO 65807 · Registered investment adviser · $5M AUM

CRD 169498 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Mackay Financial Planning, LLC4.2 mi

RIA firm · Springfield, MO 65807 · Registered investment adviser · $176M AUM

CRD 169583 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Latour Asset Management LLC4.2 mi

RIA firm · Springfield, MO 65807 · Registered investment adviser

CRD 172461 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Floyd Financial Group LLC4.2 mi

RIA firm · Springfield, MO 65807 · Registered investment adviser · $164M AUM

CRD 226773 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Capital360financial4.2 mi

RIA firm · Springfield, MO 65807 · Registered investment adviser · $2M AUM

CRD 297178 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Jkd Financial4.2 mi

RIA firm · Springfield, MO 65807 · Registered investment adviser · $26M AUM

CRD 340392 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Forvis Mazars Wealth Advisors, LLC4.7 mi

RIA firm · Springfield, MO 65806 · Registered investment adviser · $9.8B AUM

CRD 110905 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Pension Consultants INC4.7 mi

RIA firm · Springfield, MO 65806 · Registered investment adviser · $5.4B AUM

CRD 113914 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Lasting Mark Retirement Group LLC7 mi

RIA firm · Springfield, MO 65802 · Registered investment adviser · $86M AUM

CRD 325151 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Sharp Wealth Management7 mi

RIA firm · Springfield, MO 65802 · Registered investment adviser · $35M AUM

CRD 335140 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

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Verified advisors and insurance agents in the places closest to Springfield, MO.

A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.

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🤫 Directory · consent-first

Near 65804. Springfield.

21 financial advisors & firms and 0 insurance agents verified near Springfield, MO — every one cited to the regulator, claimable and removable by the person named.

Find your person