Gretchen Pearman, financial advisor Springfield MO

Gretchen Pearman

CRD Number: 7065858
Current Firm: Prudential Financial Planning Services

Gretchen Pearman (CRD# 7065858) is an Investment Advisor Representative working at Prudential Financial Planning Services in Springfield, MO and has over 5 years of experience in the finance industry.

Similar Advisors
Samuel Ackerman, financial advisor Springfield MO
Samuel M. Ackerman
CRD# 5600823
Ameriprise Financial Services, LLC
Similar Advisors
Kim Akers, financial advisor Springfield MO
Kim A. Akers
CRD# 1351311
Edward Jones
Similar Advisors
Brian Allen, financial advisor Springfield MO
Brian D. Allen
CRD# 2020476
Pension Consultants Inc.
Company Name Location Dates Years
The Prudential Insurance Company Of America Springfield, MO Apr 2024 - Current < 1
Pruco Securities LLC Springfield, MO Apr 2024 - Current < 1
Pruco Securities LLC Overland Park, KS Sep 2021 - Apr 2024 2
The Prudential Insurance Company Of America Overland Park, KS Sep 2021 - Apr 2024 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Springfield, MO Oct 2014 - Sep 2021 6
Bank Of America, N.a. Springfield, MO Oct 2014 - Sep 2021 6
Pier 1 Imports Branson, MO Jun 2007 - Oct 2014 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2019
Contact Info for Gretchen R. Pearman
Phone Number: 800-235-7637
Registered State(s):
  • KS
  • MO
By the Numbers
  • Total Assets Under Management
    16,379
    MILLIONS
  • Total Number of Accounts
    113,575
    ACCOUNTS
  • Average Account Value
    $144,211
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.