Bagby Wealth Management

Bagby Wealth Management (CRD# 117828) is a financial advisory firm headquartered in Dexter, MO. They manage $44,222,000 in 315 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
302 North Walnut, Dexter, MO 63841
https://www.linkedin.com/in/jerry-michael-bagby-5190120a0
By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    315
    ACCOUNTS
  • Average Account Value
    $140,387
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
The map below shows states where this firm has explicit registration only.

MO, TX

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

Jerry Bagby (CRD# 1135088) is an Investment Advisor Representative working at Bagby Wealth Management in Dexter, MO and has over 40 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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