Directory of Financial Services Listing
COMPANY INFORMATION
| Company Name: |
Guidepost Financial LLC |
| Address: |
1525 E. Republic Rd. A-120 |
| City: |
Springfield |
| State: |
MO |
| Zip Code: |
65804 |
| Telephone: |
(866) 229 - 7205 |
| Fax: |
(417) 881 - 3767 |
| Web address: |
www.tracywmitchell.com |
| |
|
PERSONAL INFORMATION
| |
Name |
Telephone # |
Email address |
| 1. |
Tracy W. Mitchell |
(866) 229 - 7205 |
tracymitchell7@gmail.com |
PROFILE INFORMATION
Licenses and Education:
Securities Licenses: Series 65
Insurance Licenses (Life, Health, Disability, etc): Life, Health, Disability
Other Licenses and Designations (ChFEBCSM, CFP®, CPA, etc.): ChFEBC
Education/Area of Study:
Associations and Affiliations: National Ethics Bureau, American Equity Charter Gold Eagle Member
Experience:
I have / The office has been providing financial and/or related advice to clients for 14 years.
How I/we charge clients for services:
--- |
Fee for Financial Planning (initial, hourly, and/or retainer) |
X |
Fee based on percentage of assets managed; percentage ranges |
X |
Commissions, trail fees, redemption fees, account fees, etc. |
--- |
Other: |
Financial services provided:
X |
Tax preparation |
X |
Comprehensive financial planning |
X |
Investment and asset management |
X |
Insurance |
X |
Elder and long-term care planning |
X |
Estate planning |
X |
Retirement planning |
X |
Cash management and budgeting |
X |
Stock and bond brokerage |
X |
Other: Reverse Mortgages |
Specialty: Asset protection and income for retirees & federal employees
I am (or my firm is) registered with the SEC as an investment adviser. Yes
If so, in what states? Missouri, Arkansas, Kansas
Number of employees who work in your office/firm:
--- |
1-5 |
X |
6-10 |
--- |
11-50 |
--- |
51-99 |
--- |
100 or more |
My affiliation with the office/firm:
X |
President/CEO/Owner |
--- |
Employee |
--- |
Independent Contractor |
--- |
Other: |
Broker/dealer affiliation:
--- |
No affiliation |
X |
Affiliated with Envision Investment Advisors |
| The Directory of Financial Services is a service of 1105 Media, Inc. When using
the directory, be sure to read the
disclaimer. For information on the ChFEBCSM designation,
call Federal Employees Benefits Specialists, Inc. at 1-800-696-3505. For information
on the CFP® designation, please visit www.cfp.net. |
|
