Be advised. This firm is no longer registered.

Providence Financial

Providence Financial (CRD# 165247) is a financial advisory firm headquartered in Jefferson City, MO. They manage $13,600,000 in 287 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
3218 W. Edgewood Dr., Suite 1200, Jefferson City, MO 65109
http://www.solvingretirement.com
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    287
    ACCOUNTS
  • Average Account Value
    $47,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MO, NC

Financial Advisors at Providence Financial
No Advisor Found.

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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