WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Springfield, Missouri. 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.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
| Qualified Financial Advisors in Springfield, Missouri | ||
|---|---|---|
| Financial Advisor | Office Location | Phone Number |
| Alan Suiter First Financial Consultants |
3816A S Greystone Ct, Springfield, MO 65804 |
(417) 881-0400 |
| David Heim Heim Financial Solutions |
806 W. Battlefield Road, Springfield, MO 65807 |
(417) 839-0696 |
Qualifications
CRD# 1217290
FirmCRD# 152974
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# 2068976
FirmCRD# 285863
Series 63, 65
Compensation/Fee
Fee-Based (Fee and Commissions), Based on Assets
Office Location
806 W. Battlefield Road,
Springfield,
MO 65807
Phone Number
(417) 8390696
Dave and his wife, Tammi, live in Nixa, Missouri and have been married for 25 years. He attended Missouri State University on a football scholarship. While competing in collegiate football and earning All-American honors, Dave received his degree in Finance with an emphasis in investments. He began his financial planning career in 1989, and obtained his Series 6 and Series 63 security licenses, along with his insurance licenses. Dave is currently licensed in Missouri, Arkansas, Kansas, and Oklahoma. Many advisors are compensated by commissions when giving investment advice and do not always act with their clients' best interest in mind. However, Dave also obtained his Series 65 securities license and is a "Fiduciary", which means he is bound to serve his clients "best interests." Dave and Tammi are independent and provide comprehensive financial planning to assist their clients for all of their needs.
Heim Financial Solutions is based out of Springfield, Missouri and serves clients in the surrounding communities and states providing financial planning and access to third party management. Our mission is to provide the families and businesses we serve with innovated financial strategies, solutions and planning that can result in financial clarity, security, and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at Heim Financial Solutions.
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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.
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.
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. Read the guide on choosing the best financial advisor.
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. Read here the importance of retirement planning.
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. Learn more about what is a fiduciary 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. Learn more about financial advisor vs financial planner: Who do you need?
