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46 · JAN. 29, 2018
FINANCIAL
AREA'S LARGEST CERTIFIED FINANCIAL PLANNERS
Rank
Name
Address
Telephone•Fax
Website
CertifiedFinancial
Planners
Financial
Planning
Staff
CompanywideAssetsUnder
Management ServicesOffered TopLocalExecutive(s),Title(s)
Year
Founded
Locally
1 (1)
New York Life Insurance Co
901 E St Louis St, Ste 1500, Springfield 65806
(417) 831-5230 • (417) 866-2590
6 8 $538,000,000,000
Life, health, and long-term care
insurance, mutual funds,
annuities, stocks & bonds
Don Angell,
senior partner
1951
2 (4)
Heim, Young & Associates Inc
1256 E Kingsley St, Springfield 65804
(417) 882-7283 • (417) 883-6315 6 21 WND
Retirement, tax & estate planning,
investment management
Dennis Heim,
Dean Young,
Brent Singleton, partners
1989
3 (2)
Pension Consultants Inc
300 S Campbell Ave, Springfield 65806
(417) 889-4918 • (417) 889-9962 4 15 $3,235,948,842 Comprehensive, individual retirement planning & corporate
retirement plan management
Brian Allen,
president & founder;
Cody Mendenhall, executive
director
1994
4 (5)
Morgan Stanley Wealth Management
1535 E Primrose St, Springfield 65804
(417) 882-7150 • (417) 882-9744 4 23 $1,600,000,000
Investment management, financial planning, IRA rollovers,
corporate pensions, 401(k) plans, trust services, foundation
investment management, life insurance
Anita Oplotnik,
vice president & branch manager 1952
5 (3)
Central Trust Co.
3333 S National Ave, Springfield 65807
(417) 569-1605 • (417) 841-4281 4 18 $1,117,700,000
Wealth & financial planning, investment management,
trust & estate administration
Diane Homan, executive vice
president & market executive 1970
6 (6)
Piatchek & Associates Inc
1355 E Bradford Pkwy, Ste F, Springfield 65804
(417) 881-7900 • (417) 882-4209 4 10 WND Retirement & estate planning, insurance,
consulting & investments
John Piatchek, founder;
Kenny Gott, president 1971
7 (7)
Penney, Murray & Associates, Ameriprise Financial Services Inc
1342 E Kingsley St, Ste E, Springfield 65804
(417) 881-9200 • (417) 890-7184 3 46 $1,555,939,000 Financial planning, investment advice & brokerage Seth Murray,
Ron Penney, private wealth advisers 1983
As of Jan. 15, 2018. Ranked by the number of local certified financial planners, then by assets under management companywide. The previous year's rankings are in parentheses. Springfield Business Journal relies on the individual businesses to be
truthful and accurate in their representation of information listed. WND = Would not disclose. To be considered for
© Copyright 2018 SBJ. All rights reserved. This material may not be republished, rebroadcast, rewritten or redistributed. Researched by Hanna Smith