Plumpe Investments, LLC

Plumpe Investments, LLC (CRD# 144643) is a financial advisory firm headquartered in Springfield, MO. They manage $110,000,000 in 145 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
4650 S National, Suite C-7, Springfield, MO 65810
By the Numbers
  • Total Assets Under Management
    110
    MILLION
  • Total Number of Accounts
    145
    ACCOUNTS
  • Average Account Value
    $758,621
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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 Plumpe Investments, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Karl Plumpe, financial advisor Springfield MO
Karl J. Plumpe
CRD#: 5397796
4650 S National, Suite C-7, Springfield, MO 65810

Karl Plumpe (CRD# 5397796) is an Investment Advisor Representative working at Plumpe Investments, LLC in Springfield, MO and has over 16 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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