Bagby Wealth Management

Bagby Wealth Management (CRD# 117828) is a financial advisory firm headquartered in Dexter, MO. They manage $45,200,000 in 393 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    393
    ACCOUNTS
  • Average Account Value
    $115,013
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

KS, MO, TX

Financial Advisors at Bagby Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Jerry M. Bagby
CRD#: 1135088
302 North Walnut, Dexter, MO 63841
93
Wealthminder
score

Jerry Bagby (CRD# 1135088) is an Investment Advisor Representative working at Bagby Wealth Management in Dexter, MO and has over 34 years of experience in the finance industry.

2
Thomas E. Bischof
CRD#: 2996966
302 N. Walnut, Dexter, MO 63841
93
Wealthminder
score

Thomas Bischof (CRD# 2996966) is an Investment Advisor Representative working at Bagby Wealth Management in Dexter, MO and has over 20 years of experience in the finance industry.

3
Rhonda G. Hall
CRD#: 4900848
302 North Walnut, Dexter, MO 63841
90
Wealthminder
score

Rhonda Hall (CRD# 4900848) is an Investment Advisor Representative working at Bagby Wealth Management in Dexter, MO and has over 3 years of experience in the finance industry.

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