Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Marshall, MO
Every SEC-registered investment adviser representative at a firm office in Marshall, with the firms that employ the most of them.
4 registered advisors work in Marshall; the most are at Edward Jones (2). 0 list the CFP designation and 4 are also registered broker representatives.
Firms with the most advisors in Marshall
| Firm | Advisors in Marshall |
|---|---|
| Edward Jones news | 2 |
| Ameriprise Financial Services, LLC news | 1 |
| State Farm Investment Management Corp. | 1 |
Advisors in Marshall, A to Z
Search all of Missouri →- Steven F. BertaniEdward Jones
- Anne K. HisleState Farm Investment Management Corp.
- Derrick KrauseEdward Jones · Certified Financial Planner
- Rusty L. ReamAmeriprise Financial Services, LLC
Other cities in Missouri
All of Missouri →St. Louis 4,529Clayton 660Chesterfield 615Kansas City 604St Louis 555Saint Louis 379Springfield 359Maryland Heights 215Frontenac 174Columbia 159Creve Coeur 94O'Fallon 88Jefferson City 80Lees Summit 71Des Peres 69Lee's Summit 66Liberty 63Saint Charles 56Joplin 55Kirkwood 55Cape Girardeau 52Ballwin 47St Charles 44Independence 43
Questions
How many financial advisors are in Marshall, MO?
4 investment adviser representatives are registered at firm offices in Marshall, Missouri, according to the SEC's Investment Adviser Public Disclosure records. 4 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in Marshall?
Edward Jones, with 2 registered advisors in Marshall, followed by Ameriprise Financial Services, LLC with 1.
How do I check a financial advisor in Marshall?
Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.