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Susan, a Retired Executive from New York
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
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.
Cordova
has
2
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
13
non-vetted advisors in your local area. These financial advisors in
Cordova, Tennessee
have an average of
20
years of experience.
NOTE: The list of financial
advisors in
Cordova, Tennessee
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
Cordova, Tennessee.
| Qualified Financial Advisors in Cordova, Tennessee | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Mitchell Horst
SELECT WEALTH ADVISERS 6075 Poplar Ave., Crescent Center STE 406, Memphis, TN 38119 |
16 | $110,000,000 | $250,000 | Fee-Based |
| Vondal Davidson
CORNERSTONE WEALTH MANAGEMENT 575 Mall Blvd Ste L1, Dyersburg, TN 38024 |
25 | $62 Million | $250,000 | Fee-Based |
Qualifications
CRD# 4935063
Firm CRD# 171991
Series 6, 7, 66
Compensation/Fee Fee-Based, Based on Assets
Office Location
6075 Poplar Ave.,
Crescent Center STE 406,
Memphis,
TN
38119
Phone Number
901-455-2355
As founder of Select Wealth Advisers, Mitchell D. Horst provides customized investment strategies for affluent clients looking to direct, increase, conserve, and transition their legacy. Mitchell has over fifteen years of experience in the financial services industry, providing him with the knowledge and skills necessary to offer a premium level of financial advice for his clients. Mitchell holds several Securities Licenses, including the Series 7, 63, 66, as well as a Life and Variable Annuity Insurance License. Mitchell acknowledges that each client relationship is critical, and uses this knowledge as the foundation for all the investment and financial planning advice he offers. By utilizing state-of-the art technology and financial planning tools, coordinating with other institutional wealth managers, and following a disciplined process, Mitchell meticulously designs financial proposals that address each client's unique goals. Mitchell and the entire Select Wealth Advisers team are dedicated to asking the right questions to educate themselves on their client's precise circumstances and risk tolerances to ensure the investment strategies that are implemented are tailored to fit their lifestyle. Mitchell spent his childhood in a small farming community just south of Green Bay, Wisconsin before attending Clarke College in Dubuque, Iowa. He earned a Bachelor of Science in Business Administration with a focus on Finance and Economics. Additionally, Mitchell's studies took him abroad where he spent three semesters studying in London, England, once again focusing on Economics and Finance. In 2005, Mitchell moved to Las Vegas and entered the financial services industry with Edward Jones Investments. Mitchell's years of experience and unique skillset have allowed him the opportunity to become a truly wholistic Investment Adviser to those he serves. With a young family, spare time is not easy to come by, but when given the opportunity, Mitchell enjoys golfing and is energetically involved in the local community. He has held prestigious positions such as the President for the Las Vegas Southwest Rotary International Chapter, President for the Green Valley Kiwanis International Organization, Co-Chair for the Nevada School of the Arts Board of Trustees, as well as participating as a volunteer frequently with Nevada Childhood Cancer Foundation and Goodie Two Shoes.
Select Wealth Advisers was founded with the goal of assisting our clients in every aspect of their financial lives. We strive to provide our clients with an extensive wealth design service through a personal and relaxing process that is specifically designed to aid clients in finding comfort, satisfaction, and confidence with their financial future. At Select Wealth Advisers, we help develop investment plans that can be followed with confidence through market ups and downs. Our track record as a provider of investment services to individuals and institutions shows our strategic focus is dedicated to providing unmatched client service.
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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 4275359
Firm CRD# 164666
Series 7, 63, 66
Compensation/Fee Fee-Based, Commissions, Based on Assets
Office Location
575 Mall Blvd Ste L1,
Dyersburg,
TN
38024
Phone Number
731-478-6330
Vondal specializes in Retirement Planning, Debt Management, and Tax Planning. He is part of the Investment Policy Committee at Cornerstone Wealth Management and a member of the President Advisory Board at Freed-Hardeman University. He holds the series 7,63 and 66 licenses through LPL Financial. Vondal works diligently with each client to develop a customized financial plan to help them pursue their personal goals. My mission is to help clients and families pursue and maintain financial freedom." Vondal works with clients to help preserve the wealth they've created, as they continue building a legacy for the future generations of family. In his free time, Vondal enjoys the outdoors, attending church with his family and spending time with his new grandson
Cornerstone Wealth Management is a comprehensive investment advisory firm dedicated to making a positive financial difference for families and individuals. We do that by listening to clients' goals for the future, developing a customized financial plan to follow, and monitoring and adjusting that plan as life changes occur. Our advisors are independent, not affiliated with a particular investment firm, so we offer a wide range of investments and strategies that can help you pursue financial independence. At Cornerstone, the advisors ultimate responsibility is serving his or her clients. By developing an understanding of what their client needs and wants, advisors are able to support the client's interests and strive to preserve the client's assets. By partnering with Cornerstone Wealth Management, clients can feel confident that their best interests will be looked out for not only today, but far into the future.
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
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Brian Douglas Inquire with Brian |
138 Timber Creek Dr, Cordova, TN 38018 | 901-312-5099 |
| Bill Maclin Inquire with Bill |
138 Timber Creek Dr, Cordova, TN 38018 | 901-312-5098 |
| Jimmy Shamoun Inquire with Jimmy |
138 Timber Creek Dr, Cordova, TN 38018 | 901-312-5060 |
| Guidingpoint Financial Group Inquire with Guidingpoint |
138 Timber Creek Dr, Cordova, TN 38018 | 901-312-5060 |
| Julie W Terry Inquire with Julie |
138 Timber Creek Dr, Cordova, TN 38018 | 901-312-5065 |
| Darrell Douglas Inquire with Darrell |
138 Timber Creek Dr, Cordova, TN 38018 | 901-312-5099 |
| Michael Lowell Turner Inquire with Michael |
138 Timber Creek Dr, Cordova, TN 38018 | 901-312-5099 |
| Susan Babina Inquire with Susan |
138 Timber Creek Dr, Cordova, TN 38018 | 901-312-5087 |
| Allstate Personal Financial Representative: Angela Taylor Inquire with Allstate |
1425 N Germantown Pkwy, Ste 6, Cordova, TN 38016 | 901-292-3106 |
| McAdams Group, LLC Inquire with McAdams |
98 Timber Creek Drive, Cordova, TN 38018 | 901-737-3883 |
Grow your AUM with pre-qualified leads!
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