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SPRINGFIELD BUSINESS JOURNAL ·
9
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
1
(2)
Heim, Young & Associates Inc
1256 E Kingsley St, Springfield 65804
(417) 882-7283 D
plan@heimyoung.com HeimYoung.com6
23
WND
Retirement, tax & estate planning,
investment management, insurance planning
Dennis Heim,
Dean Young,
Brent Singleton, principals
1989
2
(1)
New York Life Insurance Co
901 St Louis St, Ste 1500, Springfield 65806
(417) 831-5230 D
dcangell@ft.newyorklife.com Springfield.NYLOffices.com6
11
WND
1
Mutual funds, annuities, stocks & bonds, fee-based planning,
life & health insurance, long-term care insurance
Don Angell, senior partner
1951
3
(4)
Morgan Stanley Wealth Management
1535 E Primrose St, Springfield 65804
(417) 882-7150 D
anita.oplotnik@morganstanley.com MorganStanleyBranch.com/springfield.mo4
21
$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
4
(5)
Central Trust Co
3333 S National Ave, Springfield 65807
(417) 883-3838 D
customer.service@centraltrust.net CentralTrust.net/locations/springfield-office4
12
$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
5
(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-Associates3
59
$2,078,280,500
Financial planning, investment advice & brokerage
Seth Murray,
Ron Penney, private wealth advisers
1983
6
Commerce Trust Co
1345 E Battlefield Road, Springfield 65804
(417) 837-5269 D
mymoney@commercebank.com CommerceTrustCompany.com2
24
$1,568,000,000
Investment, estate management, IRAs,
employee benefit services, private banking
Chris Sweet, executive vice president
& trust market manager
1967
7
(8)
KPMWealth Advisors LLC
1445 E Republic Road, Springfield 65804
(417) 882-4300 D
info@kpmwealthadvisors.com KPMWealthAdvisors.com2
5
$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.1
$586,000,000,000 companywide.
© Copyright 2019 SBJ. All rights reserved.
This material may not be republished, rebroadcast, rewritten or redistributed.
Researched by
Matthew Henderson