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).
Total Assets Under Management147MILLION
Total Number of Accounts1,237ACCOUNTS
Average Account Value$118,588
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AR, FL, IL, KS, LA, MO, OK, TX
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.
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.