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.
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 111 East Miller Street, Jefferson City, MO, 65102 | $489,544,945 | 16 | 2 | A percentage of AUM, Fixed fees |
2 | 3608 West Truman Blvd., Suite 200 Jefferson City, MO, 65109 | $109,495,795 | 8 | 6 | A percentage of AUM |
QualificationsFirm CRD# 149262
Assets Under Management $489,544,945
No. Of Clients16
Clients Per Financial Advisor8
CENTRAL TRUST BANK is a financial advisory firm situated in Jefferson City, Missouri. With a nearly $490M assets under management, the firm specializes in crafting personalized retirement planning solutions for 16 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 298354
Assets Under Management $109,495,795
No. Of Clients8
Clients Per Financial Advisor1
BUILD ASSET MANAGEMENT is a financial advisory firm situated in Jefferson City, Missouri. With a nearly $109M assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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