Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Osage Beach, MO
Every SEC-registered investment adviser representative at a firm office in Osage Beach, with the firms that employ the most of them.
15 registered advisors work in Osage Beach; the most are at Edward Jones (4). 2 list the CFP designation and 13 are also registered broker representatives.
Firms with the most advisors in Osage Beach
Advisors in Osage Beach, A to Z
CFP advisors in Osage Beach →- Samuel A. BeckEdward Jones
- Richard D. CarverEdward Jones · Certified Financial Planner
- Kiersten CrumUSA Financial Securities LLC
- Rachel D. CurleyThrivent Investment Management Inc.
- Rick L. DuncanEdward Jones
- Paul A. LekarThrivent Investment Management Inc.
- Ian M. MaclaughlinThrivent Investment Management Inc.
- Shawn A. ManuelOsaic Wealth, Inc.
- Dylan MasonLPL Financial LLC
- Nathan P. MorseCornerstone Wealth Management, LLC
- Brent T. Murphree Jr.LPL Financial LLC · Certified Financial Planner
- Marcus A. SykoraState Farm Investment Management Corp.
- April D. TateEdward Jones
- Richard S. VestOsaic Wealth, Inc. · Chartered Financial Consultant
- Reece M. WatersAusdal Financial Partners, Inc.
Other cities in Missouri
All of Missouri →St. Louis 4,277Clayton 597Chesterfield 582Kansas City 561St Louis 528Saint Louis 366Springfield 332Maryland Heights 163Frontenac 159Columbia 150Creve Coeur 88O'Fallon 80Jefferson City 75Lees Summit 69Lee's Summit 68Des Peres 60Liberty 60Cape Girardeau 55Kirkwood 50Saint Charles 49Joplin 48Ballwin 43Independence 42St Charles 41
Questions
How many financial advisors are in Osage Beach, MO?
15 investment adviser representatives are registered at firm offices in Osage Beach, Missouri, according to the SEC's Investment Adviser Public Disclosure records. 13 of them are also registered as broker representatives, and 2 list the CFP designation.
Which firm has the most financial advisors in Osage Beach?
Edward Jones, with 4 registered advisors in Osage Beach, followed by Thrivent Investment Management Inc. with 3.
How do I check a financial advisor in Osage Beach?
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.