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SPRINGFIELD BUSINESS JOURNAL ·

JAN. 28, 2019

FINANCIAL

AREA'S LARGEST CERTIFIED FINANCIAL PLANNERS

Rank

Name

Address

Telephone•Email

Website

Certified

Financial

Planners

Financial

Planning

Staff

CompanywideAssetsUnder

Management

Services

TopLocalExecutive(s),Title(s)

Year

Founded

Locally

(2)

Heim, Young & Associates Inc

1256 E Kingsley St, Springfield 65804

(417) 882-7283 D

plan@heimyoung.com HeimYoung.com

WND

Retirement, tax & estate planning,

investment management, insurance planning

Dennis Heim,

Dean Young,

Brent Singleton, principals

1989

(1)

New York Life Insurance Co

901 St Louis St, Ste 1500, Springfield 65806

(417) 831-5230 D

dcangell@ft.newyorklife.com Springfield.NYLOffices.com

WND

Mutual funds, annuities, stocks & bonds, fee-based planning,

life & health insurance, long-term care insurance

Don Angell, senior partner

1951

(4)

Morgan Stanley Wealth Management

1535 E Primrose St, Springfield 65804

(417) 882-7150 D

anita.oplotnik@morganstanley.com MorganStanleyBranch.com/springfield.mo

$1,700,000,000

Investment management, financial planning, IRA rollovers,

corporate pensions, 401(k) plans, trust services, foundation

investment management, life insurance

Anita Oplotnik,

first vice president

& branch manager

1952

(5)

Central Trust Co

3333 S National Ave, Springfield 65807

(417) 883-3838 D

customer.service@centraltrust.net CentralTrust.net/locations/springfield-office

$1,022,241,482

Wealth & retirement planning,

investment management,

trust & estate services

Diane Homan, executive vice president

& Springfield market executive;

Ken Homan, senior vice president

& senior portfolio manager

1970

(7)

Penney, Murray & Associates, Ameriprise Financial Services

1342 E Kingsley St, Ste E, Springfield 65804

(417) 881-9200 D

ron.c.penney@ampf.com AmeripriseAdvisors.com/Team/Penney-Murray-Associates

$2,078,280,500

Financial planning, investment advice & brokerage

Seth Murray,

Ron Penney, private wealth advisers

1983

Commerce Trust Co

1345 E Battlefield Road, Springfield 65804

(417) 837-5269 D

mymoney@commercebank.com CommerceTrustCompany.com

$1,568,000,000

Investment, estate management, IRAs,

employee benefit services, private banking

Chris Sweet, executive vice president

& trust market manager

1967

(8)

KPMWealth Advisors LLC

1445 E Republic Road, Springfield 65804

(417) 882-4300 D

info@kpmwealthadvisors.com KPMWealthAdvisors.com

$300,000,000

Investment, insurance & income tax planning,

retirement planning & estate planning

Jay McIntyre, shareholder

2001

As of Jan. 21, 2019.

Ranked by the number of local certified financial planners, then by assets under management and by financial-services staff. Local defined as a 50-mile radius of Springfield. 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 future lists, email

mhenderson@sbj.net.

$586,000,000,000 companywide.

This material may not be republished, rebroadcast, rewritten or redistributed.

Researched by

Matthew Henderson