Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Cape Girardeau has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Cape Girardeau, Missouri have an average of 0 years of experience.
Zachary Bohannon
AWMA®
Prudential Advisors
Qualifications
CRD# 6936985
Firm CRD# 8733
Series 6, 7, 9, 10, 63, 65
Minimum Assets Required
Not Specified
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Fee-Based, Commissions, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 1427 Thomas Drive, Suite 14 Cape Girardeau, MO, 63701 | $112,450,326 | 813 | 2 | A percentage of AUM, Fixed fees, Other (EDUCATIONAL SEMINARS/WORKSHOPS & INSURANCE CONSULTING) |
2 | 1610 North Kingshighway, Suite 301, Cape Girardeau, MO, 63701 | $89,237,884 | 1 | 2 | A percentage of AUM, Subscription fees, Other (AS SPONSOR OF ETF, SHARE IN ETF PROFITS AFTER EXPENSES) |
QualificationsFirm CRD# 226643
Assets Under Management $112,450,326
No. Of Clients813
Clients Per Financial Advisor407
ANCHOR POINTE WEALTH MANAGEMENT is a financial advisory firm situated in Cape Girardeau, Missouri. With a nearly $112M assets under management, the firm specializes in crafting personalized retirement planning solutions for 813 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 323393
Assets Under Management $89,237,884
No. Of Clients1
Clients Per Financial Advisor1
MARKETDESK INDICES LLC is a financial advisory firm situated in Cape Girardeau, Missouri. With a nearly $89M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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