Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Financial Consultants in Missouri

Financial Consultants in Saint Joseph, MO

Find a professional & check records

Here is a complete directory of nearly every professional Financial Consultants nearby.

The Trustoria Professional Directory gives people all the resources needed to know the right service provider for any need.

Be sure to review other cities around Saint Joseph, MO to find the records of more service providers.

25 results found

Mike Gertsema Saint Joseph, MO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Vice President • Vice President • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Coordinator • Operations Officer

Experience & Education

Position:
Senior Vice President/Investments, Gertsema Wealth Management Group - Stifel Nicolaus at Stifel...
Location:
St. Joseph, Missouri Area
Industry:
Financial Services
Work history:
Stifel Financial Corp. - St. Joseph, Missouri Area, United StatesSenior Vice President/Investments, Gertsema Wealth Management Group - Stifel Nicolaussince Mar 2002Dain Bosworth (formerly RBC Dain Rauscher, Inc.) - St. Joseph, MOInvestment Executive1997 - 2002
..began my career in 1991 as a Personal Financial Advisor with American Express Financial
Full Profile

Diana Jackson Saint Joseph, MO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial advisor at Mutual of Omaha
Location:
St. Joseph, Missouri Area
Industry:
Insurance
Work history:
Mutual of Omaha Financial advisor
Full Profile

Robert Conard Saint Joseph, MO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative

Experience & Education

Work

Company:
Edward jones
Financial advisor
Company:
Bennett packaging
Sale representative
Full Profile

Aldie Ensminger Saint Joseph, MO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Edward Jones Investments
Location:
St. Joseph, Missouri Area
Industry:
Investment Management
Work history:
Edward Jones Investments Financial Advisor
Full Profile

Todd Bainbridge Saint Joseph, MO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Partner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner/Partner at BridgeWealth Advisors LLP
Title:
Financial Advisor with 20+ years of experience
Location:
St. Joseph, Missouri Area
Industry:
Financial Services
Work history:
BridgeWealth Advisors LLP Owner/Partnersince Oct 2002
Skills:
Financial Planning, Investment Strategies, Financial Management, Retirement Planning, Estate...
Full Profile

Larry Morrow Saint Joseph, MO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Consultant at ING Financial Partners
Location:
St. Joseph, Missouri Area
Industry:
Financial Services
Work history:
ING Financial Partners Financial ConsultantNov 2008 - Nov 2012
Full Profile

Ebeny Smith Saint Joseph, MO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Consultant at A Local Company
Title:
Financial Consultant
Location:
St. Joseph, Missouri Area
Industry:
Financial Services
Work history:
A Local Company Financial Consultantsince Feb 2006
Full Profile

Smith Ebeny Saint Joseph, MO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Consultant at Commerce Brokerage Services, Inc
Location:
St. Joseph, Missouri Area
Industry:
Financial Services
Work history:
Commerce Brokerage Services, Inc Financial Consultantsince Feb 2006
Full Profile

Austin Nold Saint Joseph, MO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Advisor - Stifel Nicolaus at Stifel Financial Corp.
Location:
St. Joseph, Missouri Area
Industry:
Financial Services
Full Profile

Jonah Faulkner Saint Joseph, MO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Accounting Bookkeeper • Bookkeeper • Sales Representative • Sales Agent • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Buyer and Seller • Higher Education Professional • School Administrator • Educational Manager

Experience & Education

Title:
Accounting Professional
Location:
St. Joseph, Missouri Area
Industry:
Accounting
Work history:
Edward Jones Financial AdvisorJun 2009 - Nov 2009ThyssenKrupp Elevator New Equipment Sales RepresentativeNov 2007 - Apr 2009
Full Profile

Michael Portman Saint Joseph, MO

Professions & Specialties

Financial Consultant • Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Financial Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Executive Vice President • Vice President • Chief Executive

Experience & Education

Position:
Financial Adviser at Merrill Lynch
Title:
Financial Advisor at Merrill Lynch
Location:
St. Joseph, Missouri Area
Industry:
Financial Services
Work history:
Merrill Lynch Financial AdviserGold Bank Executive Vice PresidentJun 1995 - Feb 2000
Full Profile

Michael Portman Saint Joseph, MO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Executive Vice President • Vice President • Chief Executive

Experience & Education

Position:
Financial Consultant at A.G. Edwards & Sons
Location:
St. Joseph, Missouri Area
Industry:
Financial Services
Work history:
A.G. Edwards & Sons Financial ConsultantGold Bank EVPJun 1995 - Feb 2000
Full Profile

Rita Mazurkewycz Saint Joseph, MO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive

Experience & Education

Position:
Financial Advisor at UMB Financial Services, Inc., VP Financial Advisor at UMB Financial Services,Inc.
Title:
VP Financial Advisor at UMB Financial Services,Inc.
Location:
St. Joseph, Missouri Area
Industry:
Financial Services
Work history:
UMB Financial Services, Inc. Financial AdvisorUMB Financial Services,Inc. - 1211 North Belt Hwy St Joseph, MO 64506VP Financial Advisorsince Nov 1994
Full Profile

Adrian Gray Saint Joseph, MO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Assistant Manager • Managers • Clergy • Sales Executive • Sales Manager • Horse Racer • Racer

Experience & Education

Work

Company:
Principal financial group
Financial advisor
Company:
Walmart - Saint Joseph, MO
Assistant manager
Full Profile

Robert Den Ouden Saint Joseph, MO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chairperson • Owner • Chief Executive

Experience & Education

Position:
President at Choice Financial Services
Title:
--
Location:
St. Joseph, Missouri Area
Industry:
Investment Management
Work history:
Choice Financial Services Presidentsince Apr 1994Choice Financial Services Owner Registered Financial Advisor1994 - 2012
Full Profile

Phil Holmes Saint Joseph, MO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive

Experience & Education

Position:
Sr. Financial Advisor at Merrill Lynch
Location:
St. Joseph, Missouri Area
Industry:
Financial Services
Work history:
Merrill Lynch Sr. Financial Advisorsince Nov 2007A G Edwards Vice President InvestmentsMar 1997 - Nov 2007
Full Profile

Wakefield Hare Saint Joseph, MO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Advisor at Den Ouden & Associates
Location:
St. Joseph, Missouri Area
Industry:
Financial Services
Full Profile

David Colflesh Saint Joseph, MO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at New York Life Insurance Company
Location:
St. Joseph, Missouri Area
Industry:
Financial Services
Work history:
New York Life Insurance Company Financial Advisor
Full Profile

David Pickett Saint Joseph, MO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
St. Joseph, Missouri Area
Industry:
Financial Services
Work history:
Merrill Lynch Financial Advisor
Full Profile

Dolores Brock Saint Joseph, MO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Substitute Teacher • Educator • Education Professional • Instructor

Experience & Education

Work

Company:
St. joseph school district
Substitute teacher k-8
Company:
Hedrick medical center - Chillicothe, MO
Financial counselor
Full Profile

Andrea Fischer Saint Joseph, MO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Person • Sales Representative

Experience & Education

Work

Company:
Nodaway valley investment services - Saint Joseph, MO
Financial advisor
Company:
Warner chilcott - Kansas City, MO
Sales consultant
Full Profile

Bill Titcomb Saint Joseph, MO

Professions & Specialties

Vice President • Business Development Manager • Chief Administrative Officer • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Relationship Manager • Account Service Manager • Client Service Officer • Non-Profit • Customer Service

Experience & Education

Position:
Vice President - Business Development Officer at Citizens Bank & Trust Wealth Management
Title:
Vice President - Citizens Bank & Trust
Location:
Saint Joseph, Missouri
Industry:
Investment Management
Work history:
Citizens Bank & Trust Wealth Management - St. Joseph, Missouri AreaVice President - Business Development Officersince Feb 2012U.S. Bank Wealth Management - St. Joseph, MissouriVice-PresidentAug 2006 - Jul 2011
Skills:
Trust Services, Investments, Investment Strategies, Financial Analysis, Commercial Banking,...
Registered Financial Consultant at A G Edwards & Sons
Full Profile

Bryan Seiter Saint Joseph, MO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Underwriter • Supporting Member • Team Member • Assistant Manager • Managers • Chief Executive Officer • Owner • Corporate Executive • Chief Executive • Account Manager • Accounts Payable • Accounts Payable Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Business Administration • Psychologist • Psychology Specialist

Experience & Education

Position:
Commercial Underwriter at American Family Insurance
Location:
Saint Joseph, Missouri
Industry:
Insurance
Work history:
American Family Insurance - St. Joseph, Missouri AreaCommercial Underwritersince Aug 2011American Family Insurance Associate Commercial UnderwriterMar 2011 - Nov 2011
Skills:
Customer Service, Project Management, Insurance, Training, Financial Analysis, Budgets, Sales,...
Financial Advisor at Merrill Lynch
Full Profile

Chuck Trotter Saint Joseph, MO

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Fisher • Operations Manager • Property Manager • Real Estate Manager

Experience & Education

Position:
Representative at Berthel Fisher & Company Financial Services, Inc., Senior Investment...
Title:
Senior Investment Executive at Caudle Financial Group
Location:
St. Joseph, Missouri Area
Industry:
Financial Services
Work history:
Berthel Fisher & Company Financial Services, Inc. Representativesince May 2008Caudle Financial Group Senior Investment Executivesince May 2008
Skills:
Financial Planning, Real Estate, Mutual Funds, Annuities, Investments, Portfolio Management, Asset...
Financial Advisor at Waddell & Reed
Full Profile

Craig Mccormack Saint Joseph, MO

Professions & Specialties

Financial Services Sales Agent • Chairperson • Owner • Managing Partner • Chief Executive • Partner

Experience & Education

Work

Company:
Timber creek investments llc
Managing partner
Company:
Forest hills lawn landscape & irrigation inc
President /owner
Full Profile

Financial Consultants near Saint Joseph, MO03691215Kansas CityLeavenworthPotterSmithvilleCameronMaryvilleSavannahStanberryHolt


Financial Consultants around Saint Joseph, MO

Cameron  (2)
Holt  (1)
Kansas City  (1,241)
Kansas City  (15)
Leavenworth  (7)
Maitland  (1)
Maryville  (2)
Potter  (4)
Rosendale  (1)
Savannah  (2)
Smithville  (2)
Stanberry  (2)

Financial Consultants in Missouri

Sub-specializations

Financial Associate  (2)
Financial Consultant  (25)