The Mutual Fund Store

The Mutual Fund Store (CRD# 119106) is a financial advisory firm headquartered in Springfield, MO. They manage $146,693,481 in 1,237 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    147
    MILLION
  • Total Number of Accounts
    1,237
    ACCOUNTS
  • Average Account Value
    $118,588
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
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, FL, IL, KS, LA, MO, OK, TX

Financial Advisors at The Mutual Fund Store
Showing 1 - 2 of 2 top financial advisors.
1
Terry A. Conner
CRD#: 2255002
1835 E. Republic Road, Ste. 104, Springfield, MO 65804
96
Wealthminder
score

Terry Conner (CRD# 2255002) is an Investment Advisor Representative working at The Mutual Fund Store in Springfield, MO and has over 24 years of experience in the finance industry. Terry Conner 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
Christian K. Conner
CRD#: 6361864
1835 E. Republic Road, Ste. 104, Springfield, MO 65804
88
Wealthminder
score

Christian Conner (CRD# 6361864) is an Investment Advisor Representative working at The Mutual Fund Store in Springfield, MO and has over 2 years of experience in the finance industry.

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