MO · Jefferson City

Fiduciary advisors in Jefferson City, MO

3 advisors with offices in Jefferson City. Credentials, fee structures, and minimums are disclosed on each listing.

3 listed

3 results in Jefferson City

Emily Kampeter, VP, Financial Advisor, LPL

Jefferson City, Missouri

Retirement Planning Investment Management

Emily Kampeter is a financial advisor at Central Investment Advisors in Jefferson City, Missouri, holding Series 7 and Series 66 licenses through LPL Financial. She offers retirement planning, investment management, estate planning, insurance, tax strategies, and related wealth management services, working with clients to develop personalized financial strategies aligned with their specific circumstances and objectives. Kampeter holds a bachelor's degree from Truman State University and has completed graduate banking and leadership programs; she brings prior experience from roles in banking and state government.

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Missouri Hills Wealth Management

★5.0(4)

Jefferson City, Missouri

Investment Management Wealth Management

Missouri Hills Wealth Management is an investment advisory firm in Jefferson City, Missouri. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 4 Google reviews.

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Wallstreet Group Advisors, LLC

Jefferson City, Missouri

Investment Management Retirement Planning

Wallstreet Group Advisors, founded in 1987 and based in Jefferson City, Missouri, offers investment management, retirement planning, insurance and risk management, and employer retirement plan services. The firm operates as an independent advisory practice and provides personalized financial guidance across investments, debt strategy, Social Security planning, insurance evaluation, and business retirement plans, serving clients through both in-person and technology-enabled channels.

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Financial advisors in Jefferson City, Missouri

Advisors serving Jefferson City specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Missouri's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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