WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Springfield. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.
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Financial Advisors in Springfield, Missouri | ||
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Financial Advisor | Office Location | Phone Number |
Alan Suiter First Financial Consultants |
3816A S Greystone Ct, Springfield, MO 65804 |
(417) 881-0400 |
Christian Conner Edelman Financial Engines, LLC |
1835 E. Republic Road Suite 104, Springfield, MO 65804 |
(417) 889-9997 |
Office Location
3816A S Greystone Ct,
Springfield,
MO 65804
Phone Number
(417) 8810400
Alan Suiter has expertise in analyzing his clients' financial situation and helping them identify the financial options that will maximize their goal-reaching potential. With nearly 34 years of financial planning expertise and without the blinders forced on many other financial planners by the restrictions of the large corporations they work for, Alan has the know-how and the freedom to create diverse investment portfolios for his clients, whether their investment goals are for retirement, education trusts, or estate planning. Because First Financial Consultants is an independent financial planning office, Alan is able to take the time to listen to his clients, identify their unique needs, educate them about their options, and then connect them with the investments that will help them reach their goals and objectives. If you are a retiree, semi-retired, or actively preparing for a more productive retirement yet to come, make an appointment with Alan today. Alan put himself through college at Joplin's MSSU working as a journeyman mechanic for Freightliner. He attends Wesley United Methodist Church and serves by driving the church bus for various groups, like the youth and veterans. He enjoys his free time by riding his motorcycle and backpacking. He has been very involved in scouting, having served as a Scout Master and on the Ozark Trails Council of the BSA. He has attended both national jamborees and a world jamboree and has hiked Philmont Scout Ranch in New Mexico several times. First Financial Consultants, Inc., Financial Planning Consultants, Springfield, MO.
Qualifications
CRD# 6361864
FirmCRD# 104510
Series 65
Compensation/Fee
Fee Based Only - No Commissions
Office Location
1835 E. Republic Road Suite 104,
Springfield,
MO 65804
Phone Number
(417) 8899997
Joined Edelman Financial Engines in 2014. Began his career in the financial services industry in 2014. Successfully completed the Series 65 examination(s) administered by FINRA. Bachelor's degree in Computer Science from Southwest Baptist University. Married to Sarah.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.