Springfield Business Journal_2020-01-24

SPRINGFIELD BUSINESS JOURNAL · 25 WINTER 2020 FINANCIAL THANK YOU FOR MAKING US YOUR LOCAL PREMIER SECURITY COMPANY www.federalprotection.com • ( 417) 869-9192 • (800) 299-5400 2500 N Airport Commerce, Springfield, MO Kim Hancock, President & CEO Your Locally Owned Security Specialists Ser ving Southwest MO for 50 Years AREA'S LARGEST CERTIFIED FINANCIAL PLANNERS Rank Name Address Telephone•Website Email Certified Financial Planners (Local) Financial Planning Staff (Local) AssetsUnderManagement (Companywide) Services TopLocalExecutive(s),Title(s) Year Founded Locally 1 (1) Heim, Young & Associates Inc 1256 E Kingsley St, Springfield 65804 (417) 882-7283 • HeimYoung.com plan@heimyoung.com 6 13 WND Retirement, tax & estate planning, investment management, insurance planning Dennis Heim, Dean Young, Brent Singleton, principals 1989 2 (2) New York Life Insurance Co 901 St Louis St, Ste 1500, Springfield 65806 (417) 831-5230 • Springfield.NYLOffices.com dcangell@ft.newyorklife.com 5 5 $257,000,000,000 Mutual funds, annuities, stocks & bonds, fee-based planning, life & health insurance, long-term care insurance Don Angell, senior partner 1951 3 BKD Wealth Advisors LLC 910 St Louis St, Ste 200, Springfield 65806 (417) 865-8701 • BKD.com bkdwealthadvisors@bkd.com 5 9 $4,398,876,306 Financial & retirement planning, investment management, estate planning, benefit plan consulting Jack Thurman 1 , managing partner 1998 4 (4) Central Trust Co 3333 S National Ave, Springfield 65807 (417) 883-3838 • CentralTrust.net customer.service@centraltrust.net 5 12 $1,242,525,931 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 (3) Morgan Stanley Wealth Management 1535 E Primrose St, Springfield 65804 (417) 882-7150 • MorganStanleyBranch.com /springfield.mo anita.oplotnik@morganstanley.com 4 20 $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 6 (5) Penney, Murray & Associates, Ameriprise Financial Services 1342 E Kingsley St, Ste E, Springfield 65804 (417) 881-9200 • AmeripriseAdvisors.com/Team/Penney- Murray-Associates ron.c.penney@ampf.com 3 60 $2,279,255,300 Financial planning, investment advice & brokerage Seth Murray, Ron Penney, private wealth advisers 1983 7 (6) Commerce Trust Co 1345 E Battlefield Road, Springfield 65804 (417) 837-5269 • CommerceTrustCompany.com mymoney@commercebank.com 2 24 $997,000,000 Investment, estate management, IRAs, employee benefit services, private banking Chris Sweet, executive vice president & trust market manager 1967 As of Jan. 20, 2020. Ranked by the number of local certified financial planners, then by assets under management. Local is 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 kboaz@sbj.net. 1 Jack Thurman is scheduled to retire May 31, 2021, and will be succeeded by Steve Toomey. © Copyright 2020 SBJ. All rights reserved. This material may not be republished, rebroadcast, rewritten or redistributed. Researched by Kyle Boaz