About SignalPoint powered by Farther
Our experienced advisors and data-driven wealth platform set a new standard in financial planning, putting your money to work for you, your family, your future and beyond. We combine experienced, conflict-free advisors and powerful technology to deliver wealth management that evolves with you.
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General Information
Firm Start Year
CRD#
7195166
Firm CRD#
302050
States Licensed in
MO
Years of Experience in Financial Services
5
Number of Years with Current Firm
2
Work with the following types of clients
Individual Investors, Businesses
Advisory Services Provided
Money Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Wealth Management
Compliance
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Securities Licenses
Series 65
Firm Information
Assets Managed by Firm
5,000,000,000
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$100K+
Compensation Methods
Based on Assets
Education
Bachelor of Business Administration - Finance
TCU - Texas Christian University
2015 -2019
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1890876/financialplanners-SignalPoint-powered-by-Farther-detailed-disclosure.html