How do I choose a financial planner for retirement?

Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect

How do I know if my financial advisor is a fiduciary?

A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask.

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Find Top Financial Advisors in Cape Girardeau, Missouri

Q: What does a financial advisor do?

Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

Q: Is it worth paying for a financial advisor?

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are breast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement.

Q: What is the difference between a financial planner and a financial advisor?

A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals

Q: When should I hire a financial advisor?

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions.

Q: How do I choose the right financial advisor?

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision.

Looking for a financial advisor? Look no further than WiserAdvisor. It is an excellent place to start your search to compare pre-screened and trustworthy financial advisors and firms to find the one that meets your needs. It is important for those who want to make informed decisions about their finances to consider working with a financial advisor, as seeking assistance from a skilled professional can provide you with insights that can greatly impact your financial journey. On our directory for Cape Girardeau, Missouri, you can find a vetted financial professional proficient in services including financial planning, investment management, and more. We also recommend using our free advisor match tool to compare up to 3 financial advisors matched to your specific needs.

How To Find Trusted Financial Advisors in Cape Girardeau, Missouri

Cape Girardeau has 1 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Cape Girardeau, Missouri have an average of 11 years of experience.

NOTE: The list of vetted financial advisors in Cape Girardeau, Missouri mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Cape Girardeau, Missouri.

Qualified Financial Advisors in Cape Girardeau, Missouri

VETTED

Financial Advisor	Experience	AUM	Minimum Assets	Fee Structure
Nathanial ShupePrudential/LPL16 S Division StDu Quoin, IL 62832	11 Years	Not Specified	Not Specified	Fee-Based

Financial Advisor

Nathanial ShupePrudential/LPL16 S Division StDu Quoin, IL 62832

Experience11 Years

AUMNot Specified

Minimum AssetsNot Specified

Fee StructureFee-Based

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Information on Qualified Financial Advisors in Cape Girardeau, Missouri

VETTED

Nathanial Shupe

Prudential/LPL

About Nathanial Shupe

Nathanial Shupe is a dedicated financial professional based in Du Quoin, Illinois, specializing in structured wealth management, comprehensive retirement planning, and multi-generational wealth preservation strategies. Operating with a commitment to clarity and strategic alignment, Nathanial helps high-earning professionals, business owners, and retirees navigate the modern macroeconomic landscape. By translating sophisticated wealth concepts into actionable frameworks, he guides clients through the nuances of tax-advantaged positioning, corporate benefits optimizations, and asset allocation strategies.

Nathanial's investment philosophy balances growth with risk mitigation. He understands that building wealth requires a dual focus: optimizing market capture during expansions while implementing defensive protocols to protect accumulated capital. By maintaining a thorough evaluation of macroeconomic indicators and structural trends, he structures portfolios that align with each clients timeline, income requirements, and legacy goals.

As a trusted partner to families and business leaders across Illinois, Nathanial addresses complex financial challenges with custom solutions. He closely coordinates with legal and tax professionals to ensure every estate mechanism, insurance wrapper, and corporate distribution strategy functions as a cohesive unit. His approachable yet authoritative guidance enables clients to confidently manage transitions, from business successions and high-bracket income years to sustainable lifetime income distributions in retirement.

About Prudential/LPL

Prudential Advisors provides comprehensive financial planning, investment management, and protection solutions backed by an institution with over a century of financial stability. Guided by core principles of integrity, fiduciary responsibility, and structural transparency, the firm delivers customized wealth strategies to individuals, families, and business leaders. The infrastructure combines advanced financial technologies, robust institutional research, and personalized advisor collaboration to help clients protect accumulated assets, optimize investment velocity, and build sustainable multi-generational legacies.

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities

Qualifications

CRD# 6321009 Firm CRD# 8733Series 6, 26, 63, 65

Compensation/Fee

Fee-Based, Commissions, Based on Assets

Office Location

16 S Division St,Du Quoin,IL 62832

Phone Number

618-790-4938

WiserAdvisor Reviews

Note: The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

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Top Financial Advisory Firms in Cape Girardeau, Missouri

Cape Girardeau, Missouri is home to several reputable financial advisory firms specializing in multiple advisory services such as investment management, retirement planning, estate planning, tax strategies, and risk management.

Most firms in Cape Girardeau, Missouri are registered with the SEC and follow a fiduciary standard. This means that they are legally obligated to act in the best interest of their clients. Being part of one of the largest and most diverse financial advisory markets in the country, the firms are well-versed in serving individuals and businesses with complex financial needs.

Methodology

To identify the top financial advisors and advisory firms in Cape Girardeau, Missouri, all SEC-registered firms based in the city were first identified. Each firm was subsequently assessed based on the number of clients and affiliated advisors, AUM, fee structure, and the range of advisory services they provide. The associated advisors and firms were then ranked according to the following criteria:

AUM:Firms are ranked based on the size of their AUM, with those having larger AUMs being ranked higher.

Number of Clients:Firms catering primarily to individual clients were ranked higher.

Fee Structure:Firms employing a fee-only compensation structure are ranked higher.

Age of Firm:Established firms with proven longevity are ranked higher.

Clients per Advisor:Firms having a lower client-to-advisor ratio are ranked higher.

Advisory Services Offered:Firms offering a broad range of advisory services are ranked higher.

Please note: All information is sourced from publicly available records and updated once a year, ensuring any changes in credentials, services, or regulatory status are reflected and up to date. Firms are selected and ranked independently, according to the criteria described above.

WiserAdvisor features the firms listed above in the 'Top Advisory Firms' section based on objective criteria, without any influence from existing affiliations. No firm receives preferential treatment due to any relationship with WiserAdvisor.


NISA INVESTMENT ADVISORS, LLCSt. Louis, MO	390	282	$306,242,186,324	A percentage of AUM, Fixed fees, Performance Based, Other (OTHER APPROPRIATE MEASURE OF PROGRAM SIZE)
AMERICAN CENTURY INVESTMENT MANAGEMENT INCKansas City, MO	225	647	$229,554,718,263	A percentage of AUM, Fixed fees, Performance Based
OLIVE STREET INVESTMENT ADVISERS, LLCSt. Louis, MO	218	13	$169,541,361,944	A percentage of AUM, Other (SEE SCHEDULE D-MISCELLANEOUS)
ASCENSION INVESTMENT MANAGEMENTSt. Louis, MO	27	14	$40,337,272,573	A percentage of AUM, Fixed fees, Other (REIMBURSEMENT OF EXPENSES)
MONETA GROUP INVESTMENT ADVISORS, LLCSt. Louis, MO	501	40790	$37,481,639,918	A percentage of AUM, Hourly charges, Fixed fees
SCOUT INVESTMENTS, INC.Kansas City, MO	53	140	$33,033,194,860	A percentage of AUM, Fixed fees, Performance Based
BUCKINGHAM STRATEGIC PARTNERS, LLCSt. Louis, MO	645	81837	$29,339,693,896	A percentage of AUM, Fixed fees, Other (FEE SHARING WITH INDEPENDENT REGISTERED INVESTMENT ADVISORS)
FORVIS MAZARS WEALTH ADVISORS, LLCSpringfield, MO	117	12871	$8,922,002,847	A percentage of AUM, Hourly charges, Fixed fees
CONFLUENCE INVESTMENT MANAGEMENT LLCSaint Louis, MO	54	17208	$7,200,932,108	A percentage of AUM
ELMTREE FUNDS, LLCSt. Louis, MO	35	18	$7,155,619,787	A percentage of AUM, Performance Based
PRAIRIE CAPITAL MANAGEMENT GROUP, LLCKansas City, MO	48	1765	$6,506,508,831	A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (REVENUE SHARING FRS & ELIGIBLE CREDIT & CASH MANAGEMENT SOLUTION)
PLANCORP, LLCSaint Louis, MO	81	6627	$6,479,677,393	A percentage of AUM, Hourly charges, Fixed fees
ACR ALPINE CAPITAL RESEARCH, LLCSt. Louis, MO	27	5765	$5,621,339,769	A percentage of AUM, Performance Based
NUANCE INVESTMENTS, LLCKansas City, MO	22	659	$4,999,890,906	A percentage of AUM, Performance Based
PENSION CONSULTANTS INCSpringfield, MO	18	146	$4,921,817,688	A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT)

Firm Name

NISA INVESTMENT ADVISORS, LLCSt. Louis, MO

No. of Advisors390

AUM$306,242,186,324

No. of Clients282

Fee StructureA percentage of AUM, Fixed fees, Performance Based, Other (OTHER APPROPRIATE MEASURE OF PROGRAM SIZE)

Firm Name

AMERICAN CENTURY INVESTMENT MANAGEMENT INCKansas City, MO

No. of Advisors225

AUM$229,554,718,263

No. of Clients647

Fee StructureA percentage of AUM, Fixed fees, Performance Based

Firm Name

OLIVE STREET INVESTMENT ADVISERS, LLCSt. Louis, MO

No. of Advisors218

AUM$169,541,361,944

No. of Clients13

Fee StructureA percentage of AUM, Other (SEE SCHEDULE D-MISCELLANEOUS)

Firm Name

ASCENSION INVESTMENT MANAGEMENTSt. Louis, MO

No. of Advisors27

AUM$40,337,272,573

No. of Clients14

Fee StructureA percentage of AUM, Fixed fees, Other (REIMBURSEMENT OF EXPENSES)

Firm Name

MONETA GROUP INVESTMENT ADVISORS, LLCSt. Louis, MO

No. of Advisors501

AUM$37,481,639,918

No. of Clients40790

Fee StructureA percentage of AUM, Hourly charges, Fixed fees

Firm Name

SCOUT INVESTMENTS, INC.Kansas City, MO

No. of Advisors53

AUM$33,033,194,860

No. of Clients140

Fee StructureA percentage of AUM, Fixed fees, Performance Based

Firm Name

BUCKINGHAM STRATEGIC PARTNERS, LLCSt. Louis, MO

No. of Advisors645

AUM$29,339,693,896

No. of Clients81837

Fee StructureA percentage of AUM, Fixed fees, Other (FEE SHARING WITH INDEPENDENT REGISTERED INVESTMENT ADVISORS)

Firm Name

FORVIS MAZARS WEALTH ADVISORS, LLCSpringfield, MO

No. of Advisors117

AUM$8,922,002,847

No. of Clients12871

Fee StructureA percentage of AUM, Hourly charges, Fixed fees

Firm Name

CONFLUENCE INVESTMENT MANAGEMENT LLCSaint Louis, MO

No. of Advisors54

AUM$7,200,932,108

No. of Clients17208

Fee StructureA percentage of AUM

Firm Name

ELMTREE FUNDS, LLCSt. Louis, MO

No. of Advisors35

AUM$7,155,619,787

No. of Clients18

Fee StructureA percentage of AUM, Performance Based

Firm Name

PRAIRIE CAPITAL MANAGEMENT GROUP, LLCKansas City, MO

No. of Advisors48

AUM$6,506,508,831

No. of Clients1765

Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (REVENUE SHARING FRS & ELIGIBLE CREDIT & CASH MANAGEMENT SOLUTION)

Firm Name

PLANCORP, LLCSaint Louis, MO

No. of Advisors81

AUM$6,479,677,393

No. of Clients6627

Fee StructureA percentage of AUM, Hourly charges, Fixed fees

Firm Name

ACR ALPINE CAPITAL RESEARCH, LLCSt. Louis, MO

No. of Advisors27

AUM$5,621,339,769

No. of Clients5765

Fee StructureA percentage of AUM, Performance Based

Firm Name

NUANCE INVESTMENTS, LLCKansas City, MO

No. of Advisors22

AUM$4,999,890,906

No. of Clients659

Fee StructureA percentage of AUM, Performance Based

Firm Name

PENSION CONSULTANTS INCSpringfield, MO

No. of Advisors18

AUM$4,921,817,688

No. of Clients146

Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT)

Frequently Asked Questions

What does a financial advisor do?

Is it worth paying for a financial advisor?

What is the difference between a financial planner and a financial advisor?

When should I hire a financial advisor?

How do I choose the right financial advisor?