Springfield Business Journal_2021-01-29

SPRINGFIELD BUSINESS JOURNAL · 23 WINTER 2021 Team OMB is here for your commercial lending needs, and we’re proud to be part of your community. BECAUSE WE LIVE HERE, TOO. INVESTING IN LOCAL BUSINESS, FINANCIAL AREA'S LARGEST CERTIFIED FINANCIAL PLANNERS Rank Name Address Telephone • Website Email Certified Financial Planners (Local) Financial Planning Staff (Local) Assets Under Management (Companywide) Services Top Local Executive(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 7 21 WND Retirement, tax & estate planning, investment management, insurance planning Holly Gray, Mike Sharp, Jeff Bilberry; Dean Young, Dennis Heim & Brent Singleton, partners 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 6 5 $257,000,000,000 Mutual funds, annuities, stocks & bonds, fee-based planning, life & health insurance, long-term care insurance Don Angell & Jeremy Shook, partners 1942 3 (3) BKD WEALTH ADVISORS LLC 910 St Louis St, Ste 200, Springfield 65806 417-865-8701 • BKDWA.com bkdwealthadvisors@bkd.com 5 10 $4,844,622,927 Financial & retirement planning, investment management, estate planning, benefit plan consulting Steve Toomey, president; Jeff Layman, partner & chief information officer 1998 4 US BANK WEALTH MANAGEMENT 1615 S Glenstone Ave, Springfield 65804 417-888-2200 • USBank.com daniel.dechant@usbank.com 5 11 WND Wealth management, financial planning & portfolio management, fiduciary & trust services, banking & lending options Dan Dechant, regional managing director 1913 5 (5) MORGAN STANLEY WEALTH MANAGEMENT 1535 E Primrose St, Springfield 65804 417-882-7150 • MorganStanleyBranch.com /springfield.mo anita.oplotnik@morganstanley.com 4 14 $1,240,000,000,000 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 (4) CENTRAL TRUST CO 3333 S National Ave, Springfield 65807 417-883-3838 • CentralTrust.net customer.service@centraltrust.net 4 15 $1,400,000,000 Wealth & retirement planning, investment management, trust & estate services Ken Homan, senior vice president & senior portfolio manager 1970 7 (9) CENTRAL INVESTMENT ADVISORS 3212 S Glenstone Ave, Springfield 65804 417-841-4386 • CentralInvestment.net jwerner@centralinvestment.net 3 4 $2,900,000,000 Financial planning Jeff Werner, senior vice president 1991 8 (6) PENNEY, MURRAY & ASSOCIATES 1342 E Kingsley St, Ste E, Springfield 65804 417-881-9200 • AmeripriseAdvisors.com/team/penney-murray-associates ron.c.penney@ampf.com 3 63 $2,433,778,200 Financial planning, investment management, retirement & business planning Ron Penney & Seth Murray, owners/partners 1983 As of Jan. 20, 2021. Ranked by the number of local certified financial planners, then by assets under management. Local is defined as Springfield and its 50-mile radius. Springfield Business Journal relies on individual businesses to be truthful and accurate in their representation of the information listed. The previous year's rankings are in parentheses. To be considered for future lists, email lists@sbj.net. WND: Would not disclose. Researched by Karen Bliss © Copyright 2021 SBJ. All rights reserved. This material may not be republished, rebroadcast, rewritten or redistributed.