Anchor Pointe Wealth Management

Anchor Pointe Wealth Management (CRD# 226643) is a financial advisory firm headquartered in Jackson, MO. They manage $112,450,326 in 813 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
5303 Old Cape Road East, Jackson, MO 63755
https://www.facebook.com/carrie.johnsonlitzelfelner
By the Numbers
  • Total Assets Under Management
    112
    MILLION
  • Total Number of Accounts
    813
    ACCOUNTS
  • Average Account Value
    $138,315
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, MO, TX

Financial Advisors at Anchor Pointe Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Jon Hodges, financial advisor Jackson MO
Jon D. Hodges
CRD#: 1656173
5303 Old Cape Road East, Jackson, MO 63755

Jon Hodges (CRD# 1656173) is an Investment Advisor Representative working at Anchor Pointe Wealth Management in Jackson, MO and has over 36 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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