Pension Consultants Inc.

Pension Consultants Inc. (CRD# 113914) is a financial advisory firm headquartered in Springfield, MO. They manage $3,808,927,217 in 163 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,809
    MILLION
  • Total Number of Accounts
    163
    ACCOUNTS
  • Average Account Value
    $23,367,652
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
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.

AR, IN, KS, MO, NE, OK, TX

Financial Advisors at Pension Consultants Inc.
Showing 1 - 10 of 10 top financial advisors.
1
Brian D. Allen
CRD#: 2020476
300 South Campbell Ave., Springfield, MO 65806

Brian Allen (CRD# 2020476) is an Investment Advisor Representative working at Pension Consultants Inc. in Springfield, MO and has over 30 years of experience in the finance industry. Brian Allen 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.

2
David E. Clemenson
CRD#: 1724393
300 South Campbell Ave., Springfield, MO 65806

David Clemenson (CRD# 1724393) is an Investment Advisor Representative working at Pension Consultants Inc. in Springfield, MO and has over 19 years of experience in the finance industry.

3
Luis J. Flores
CRD#: 6116176
300 South Campbell Ave., Springfield, MO 65806

Luis Flores (CRD# 6116176) is an Investment Advisor Representative working at Pension Consultants Inc. in Springfield, MO and has over 8 years of experience in the finance industry.

4
Joseph P. Matus
CRD#: 6618078
300 South Campbell Ave., Springfield, MO 65806

Joseph Matus (CRD# 6618078) is an Investment Advisor Representative working at Pension Consultants Inc. in Springfield, MO and has over 4 years of experience in the finance industry.

5
Cody L. Mendenhall
CRD#: 5409073
300 South Campbell Ave., Springfield, MO 65806

Cody Mendenhall (CRD# 5409073) is an Investment Advisor Representative working at Pension Consultants Inc. in Springfield, MO and has over 13 years of experience in the finance industry. Cody Mendenhall 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.

6
Jonathan T. Robertson
CRD#: 6661342
300 South Campbell Ave., Springfield, MO 65806

Jonathan Robertson (CRD# 6661342) is an Investment Advisor Representative working at Pension Consultants Inc. in Springfield, MO and has over 4 years of experience in the finance industry.

7
Christopher R. Thixton
CRD#: 2654637
300 South Campbell Ave., Springfield, MO 65806

Christopher Thixton (CRD# 2654637) is an Investment Advisor Representative working at Pension Consultants Inc. in Springfield, MO and has over 22 years of experience in the finance industry.

8
David D. Kastrevc
CRD#: 7284940
300 South Campbell Ave., Springfield, MO 65806

David Kastrevc (CRD# 7284940) is an Investment Advisor Representative working at Pension Consultants Inc. in Springfield, MO and has 1 year of experience in the finance industry.

9
Jay C. Pinkston
CRD#: 7282307
300 South Campbell Ave., Springfield, MO 65806

Jay Pinkston (CRD# 7282307) is an Investment Advisor Representative working at Pension Consultants Inc. in Springfield, MO and has 1 year of experience in the finance industry.

10
John D. Woosley
CRD#: 4522665
300 South Campbell Ave., Springfield, MO 65806

John Woosley (CRD# 4522665) is an Investment Advisor Representative working at Pension Consultants Inc. in Springfield, MO and has over 18 years of experience in the finance industry.

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