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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Springfield, Missouri, considered the birthplace of the famous Route 66 which traverses the entire US, is the third largest city in Missouri. The cost of living is 12% lower than the national average in the US. So, finding a financial advisor who can help you meet your financial goals could be important to your future financial plans. There are over 1100 financial advisors in the Springfield area and finding the right advisor for you that meets your specific financial needs could prove to be quite daunting. At WiserAdvisor, it is our mission to connect people like you searching for the right fiduciary financial advisor to connect with a vetted advisor that would meet your requirements.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Springfield, Missouri.
Springfield
has
1
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
74
non-vetted advisors in your local area. These financial advisors in
Springfield
,
Missouri
have an average of
34
years of experience.
NOTE: The list of financial
advisors in
Springfield
,
Missouri
mentioned below do 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
Springfield
,
Missouri
.
| Qualified Financial Advisors in Springfield, Missouri | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Alan Suiter
FIRST FINANCIAL CONSULTANTS 3816A S Greystone Ct, Springfield, MO 65804 |
34 | Not Specified | $10,000 | Not Specified |
Qualifications
CRD# 1217290
FirmCRD# 152974
Office Location
3816A S Greystone Ct,
Springfield,
MO
65804
Phone Number
417-881-0400
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.
| Top Financial Advisor Firms in Springfield, Missouri | |||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| Signalpoint Asset Management Llc
1201 E. Walnut Street, Springfield, MO 65802 |
$514,942,326 | 1435 |
A percentage of AUM Hourly charges Fixed fees |
| Pinnacle Family Advisors, Llc
620 W. Republic Road , Suite 104, Springfield, MO 65807 |
$345,288,000 | 1735 |
A percentage of AUM Hourly charges Fixed fees Other (SHARES IN FEES PAID TO THIRD PARTY ADVISERS; % OF PLAN ASSETS) |
| Bkd Wealth Advisors, Llc
910 East St Louis St , Suite 400, Springfield, MO 65806 |
$4,977,813,015 | 5547 |
A percentage of AUM Hourly charges Fixed fees |
| Pension Consultants Inc
300 South Campbell Ave., Springfield, MO 65806 |
$5,082,616,561 | 151 |
A percentage of AUM Hourly charges Fixed fees Performance Based Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT) |
| Hya Advisors, Inc
1256 E Kingsley St, Springfield, MO 65804-7211 |
$916,969,027 | 2290 |
A percentage of AUM Hourly charges Fixed fees Other (MONTHLY SUBSCRIPTION FEE) |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Baron Financial Group Inquire with Baron |
2432 East Madrid, Springfield, MO 65804 | 417-886-1111 |
| Andy Stewart Inquire with Andy |
1535 East Primrose St, Springfield, MO 65804 | 417-885-1601 |
| Adria Schmidtke Inquire with Adria |
1535 East Primrose St, Springfield, MO 65804 | 417-885-1645 |
| Achieve Private Wealth Inquire with Achieve |
1525 E Republic Rd, Ste B-115, Springfield, MO 65804 | 417-877-0252 |
| Phillip Johnson Inquire with Phillip |
1531 E Bradford Pkwy, Suites 210-3, Springfield, MO 65804 | 417-881-6300 |
| Donald Heaney Inquire with Donald |
2609B E Sunshine St, Springfield, MO 65804 | 417-888-4437 |
| Seth Murray Inquire with Seth |
1342 E Kingsley St, Ste E, Springfield, MO 65804 | 417-881-9200 |
| Thomas Tobin Inquire with Thomas |
2609B E Sunshine St, Springfield, MO 65804 | 417-888-5833 |
| Kyle Borneman Inquire with Kyle |
1342 E Kingsley St, Ste E, Springfield, MO 65804 | 417-881-9200 |
| Gus Krafve Inquire with Gus |
2609B E Sunshine St, Springfield, MO 65804 | 417-888-4445 |
Grow your AUM with pre-qualified leads!
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Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast 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. Learn more about the cost of 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. Learn more about the best time to hire a financial advisor.
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