First State Financial Management
First State Financial Management (CRD# 16590) is a financial advisory firm headquartered in Farmington, MO. They manage $90,000,000 in 350 accounts and serve the financial needs of clients across 1 states (or territories).
-
Total Assets Under Management90MILLION
-
Total Number of Accounts350ACCOUNTS
-
Average Account Value$257,143
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

MO
Lisa Sumpter (CRD# 4310148) is an Investment Advisor Representative working at First State Financial Management in Ironton, MO and has over 17 years of experience in the finance industry. Lisa Sumpter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Thomas Novak (CRD# 4243094) is an Investment Advisor Representative working at First State Financial Management in Farmington, MO and has over 17 years of experience in the finance industry.
John Rozier (CRD# 4432400) is an Investment Advisor Representative working at First State Financial Management in Perryville, MO and has over 16 years of experience in the finance industry.
Melissa Schweigert (CRD# 2836814) is an Investment Advisor Representative working at First State Financial Management in Hillsboro, MO and has over 21 years of experience in the finance industry.
Jeffrey Shaffer (CRD# 4416614) is an Investment Advisor Representative working at First State Financial Management in Bonne Terre, MO and has over 16 years of experience in the finance industry.
Brian Gallagher (CRD# 6058160) is an Investment Advisor Representative working at First State Financial Management in Potosi, MO and has over 4 years of experience in the finance industry.
Paul Rone (CRD# 2619105) is an Investment Advisor Representative working at First State Financial Management in Lebanon, MO and has over 5 years of experience in the finance industry.
Cynthia Minnis (CRD# 2003706) is an Investment Advisor Representative working at First State Financial Management in Farmington, MO and has over 28 years of experience in the finance industry.
Levi Olson (CRD# 5294419) is an Investment Advisor Representative working at First State Financial Management in Cape Girardeau, MO and has over 8 years of experience in the finance industry.
Jeffrey Weber (CRD# 2443444) is an Investment Advisor Representative working at First State Financial Management in Washington, MO and has over 24 years of experience in the finance industry.