Top 30 Financial Services Companies in Springfield

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Below is the list of Top 30 Financial Services Companies in Springfield ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Springfield

1. Bkd Wealth Advisors

Industry: Financial Services

Location: Springfield, Missouri

Website: bkdwa.com

Company Founded: 1998

Company Size: 51-200

Company Address: 910 East Street, Springfield, Missouri, United States

Bkd Wealth Advisors Contact Details

Name Title LinkedIn Phone Email
Bob Paredes Director
Travis Liles Advisor At Bkd Wealth Advisors
Nick Withrow Portfolio Manager
Steve Toomey Managing Partner And President
Jeffrey Lenhart Director
Shelby Newell Senior Advisor
Amy Frizzell Principal
Requires/Intent and 16 more Employees
Blockchain & Cryptocurrency Solutions
Legal Compliance & Advisory
and more

2. Bancsource

Industry: Financial Services

Location: Springfield, Missouri

Website: bancsource.net

Company Founded: 1979

Company Size: 201-500

Company Address: 3130 South Deleware Avenue, Springfield, Missouri, United States

Bancsource Contact Details

Name Title LinkedIn Phone Email
Mychal Kempt President And Chief Executive Officer
Cody Kempt Regional Sales Manager
Ashlee Breedlove Director Of Inside Sales And Equipment Operations
Mahesh Chookolingo Technical Support Engineer
Melanie Zeurcher National Account Manager
Ben Samples Customer Service Engineer
Lssbb Jerry Wright Director Of Supply Chain And Logistics
Requires/Intent and 53 more Employees
Mergers & Acquisitions Advisory
Portfolio Management
and more

3. Kingsley Group Business Brokers

Industry: Financial Services

Location: Springfield, Missouri

Website: kingsleybrokers.com

Company Founded: 1982

Company Size: 1-10

Company Address: 1350 East Kingsley Street, Springfield, Missouri, United States

Kingsley Group Business Brokers Contact Details

Name Title LinkedIn Phone Email
Kathy Shirley Business Broker At Kingsley Group Business Brokers
Cbi Scott Axon Business Broker
Laura Mccune Business Broker
Iris Yang Valuation Analyst
Lynne Bailey Office Manager
Requires/Intent
Banking & Payment Processing
Automation & Workflow Optimization
Employee Training & Workforce Development
Business Strategy & Growth Consulting
and more

4. Assemblies Of God Credit Union

Industry: Financial Services

Location: Springfield, Missouri

Website: agcu.org

Company Founded: 1951

Company Size: 51-200

Company Address: 1535 North Campbell, Springfield, Missouri, United States

Assemblies Of God Credit Union Contact Details

Name Title LinkedIn Phone Email
Brenton Illum Mortgage Loan Officer
Bruce Webb President And Chief Executive Officer
Todd Hege Director Of Marketing
Robin Bond Director Of Human Resources
Dianna Letterman Senior Vice President, Operations
Dana Mcmullen Brand Manager
Tosha Stegall Consumer Loan Officer
Requires/Intent and 16 more Employees
Treasury & Cash Flow Management
Automation & Workflow Optimization
and more

5. Pension Consultants, Inc

Industry: Financial Services

Location: Springfield, Missouri

Website: pension-consultants.com

Company Founded: 1994

Company Size: 11-50

Company Address: 300 South Campbell, Springfield, Missouri, United States

Pension Consultants, Inc Contact Details

Name Title LinkedIn Phone Email
Cody Mendenhall Executive Director
Matthew Seidl Pension Administrator
Lisa Butterfield Director Of Business Operations
David Kastrevc Junior Financial Analyst
Leonna Dabler Retirement Plan Administrator
Stephen Mcmahon Pension Consultant
Jennifer Mcfadden Manager
Requires/Intent and 20 more Employees
Loan Origination & Servicing Platforms
Employee Training & Workforce Development
Digital Payment & Subscription Solutions
Customer Relationship Management (CRM)
Cybersecurity & Data Protection
and more

6. Ag Financial Solutions

Industry: Financial Services

Location: Springfield, Missouri

Website: agfinancial.org

Company Founded: 1998

Company Size: 51-200

Company Address: 3900 South Overland Avenue, Springfield, Missouri, United States

Ag Financial Solutions Contact Details

Name Title LinkedIn Phone Email
Courtney Hayes Attorney
Kevin Townsend Producer
Josh Cooper Controller
Phil Pierce Business Development Consultant
Leslie Lingenfelser Director, Credit And Loan Operations
Cassie Henry Marketing Coordinator
Andonae Magdziarz Client Specialist
Requires/Intent and 38 more Employees
Tax Planning & Strategy
Asset Management
ERP For Financial Institutions
HR & Talent Acquisition
Automation & Workflow Optimization
and more

7. Heim Young And Associates

Industry: Financial Services

Location: Springfield, Missouri

Website: heimyoung.com

Company Founded: 1989

Company Size: 11-50

Company Address: 1256 East Kingsley Street, Springfield, Missouri, United States

Heim Young And Associates Contact Details

Name Title LinkedIn Phone Email
Brent Singleton Cfp , Aif , Partner And Financial Advisor
Dennis Heim President
Haiden Conrad Client Service Manager
Holly Gray Cfp , Financial Advisor
Dena Livingston Associate Planner
Paula Christophel Client Service Manager
Dondrea Reed Human Resources And Marketing Coordinator
Requires/Intent and 1 more Employees
Cybersecurity & Data Protection
Banking & Payment Processing
Business Strategy & Growth Consulting
and more

8. Signalpoint Asset Management, Llc

Industry: Financial Services

Location: Springfield, Missouri

Website: signalpointinvest.com

Company Founded: 2008

Company Size: 11-50

Company Address: 1201 East Walnut Street, Springfield, Missouri, United States

Signalpoint Asset Management, Llc Contact Details

Name Title LinkedIn Phone Email
J Preston Smith Wealth Management Advisor
Jon Timson Managing Partner And Chief Executive Officer
Myles Jackson Associate
Carolyn Hoffman Executive Vice President
Brandon Dodson Internal Sales At Signalpoint Asset Management, Llc
Requires/Intent
Automation & Workflow Optimization
Risk Assessment & Mitigation
and more

9. Advanced Plan Designs, Llc

Industry: Financial Services

Location: Springfield, Missouri

Website: advancedplandesigns.com

Company Founded: 2011

Company Size: 1-10

Company Address: 3859 South Cox, Springfield, Missouri, United States

Advanced Plan Designs, Llc Contact Details

Name Title LinkedIn Phone Email
Susan Marler-humbard Founder And Managing Member
Kelly Buescher Compliance Officer
Kei Rossetto Retirement Plan Consultant
Whitney Griffin Senior Plan Consultant
Julie Blevins Office Manager
Requires/Intent
Banking & Payment Processing
Portfolio Management
and more

10. Sanford, Lea & Associates

Industry: Financial Services

Location: Springfield, Missouri

Website: adifferentcpa.com

Company Founded: 1997

Company Size: 1-10

Company Address: 1655 South Enterprise Avenue, Springfield, Missouri, United States

Sanford, Lea & Associates Contact Details

Name Title LinkedIn Phone Email
Jeff Barr Accountant
Collin Klages Staff Accountant
Michael Baldus Junior Associate
Requires/Intent
Financial Forecasting & Modeling
Cloud Computing Solutions
Document Management & E-signature Solutions
Omnichannel Customer Support
and more

11. Mccullough And Associates, Llc

Industry: Financial Services

Location: Springfield, Missouri

Website: mcculloughandassociatescpa.com

Company Founded: 1992

Company Size: 11-50

Company Address: 820 East Primrose Street, Springfield, Missouri, United States

Mccullough And Associates, Llc Contact Details

Name Title LinkedIn Phone Email
Cfpâ Karla Mccullough Financial Advisor
Taylor Triplett Staff Accountant
Diane Smith Cpa
Tracey Mccullough Office Manager
Taylor Slatten Staff Accountant
Meagan Carlton Staff Accountant At Mccullough And Associates, Llc
Vicky Mccabe Administrative Assistant
Requires/Intent and 1 more Employees
Securities Trading & Brokerage
Branding & Public Relations
Online Advertising & SEO
Business Strategy & Growth Consulting
and more

12. Marketing Financial

Industry: Financial Services

Location: Springfield, Missouri

Website: marketingfinancial.com

Company Founded: 1989

Company Size: 11-50

Company Address: 2960 East Battlefield, Springfield, Missouri, United States

Marketing Financial Contact Details

Name Title LinkedIn Phone Email
Ellen Mackenzie Rvp
Kim Mitchell New Business
Vincent Nolden Marketing And Communications
Stacey Douglas Director Of Operations And Marketing
Requires/Intent
Branding & Public Relations
Securities Trading & Brokerage
Digital Payment & Subscription Solutions
and more

13. Pinnacle Family Advisors

Industry: Financial Services

Location: Springfield, Missouri

Website: pinnaclefamilyadvisors.com

Company Size: 1-10

Company Address: 620 West Republic Road, Springfield, Missouri, United States

Pinnacle Family Advisors Contact Details

Name Title LinkedIn Phone Email
Sean Mccurry President
Janet Hudson Senior Relationship Manager
Sherry Mccurry Director Of Marketing, Pinnacle Tactical Allocation Fund
Requires/Intent
Portfolio Management
Compliance & Regulatory Advisory
Customer Relationship Management (CRM)
and more

14. Loomis Insurance Agency, Inc.

Industry: Financial Services

Location: Springfield, Missouri

Website: loomisinsurance.com

Company Founded: 1957

Company Size: 11-50

Company Address: 1758 South Kentwood, Springfield, Missouri, United States

Loomis Insurance Agency, Inc. Contact Details

Name Title LinkedIn Phone Email
Josie Harms Account Executive
Aaron Loomis Vice President Sales
Requires/Intent
ERP For Financial Institutions
Quality Control & Assurance
Treasury & Cash Flow Management
and more

15. Community Financial Credit Union

Industry: Financial Services

Location: Springfield, Missouri

Website: communityfinancial.org

Company Founded: 1935

Company Size: 11-50

Company Address: 815 West Tampa, Springfield, Missouri, United States

Community Financial Credit Union Contact Details

Name Title LinkedIn Phone Email
Shana Jahnke Chief Operations Officer
Aaron Markle Business Development Manager
Erin Kramer Branch Manager
Stephanie Cockrum Loan Operations Representative
Kimberly Caballero Financial Specialist
Stephanie Cockrum Account Service Specialist
Walter Ware Financial Specialist
Requires/Intent
Corporate Finance Strategy
Performance Tracking & KPI Analytics
API Integration For FinTech
Banking & Payment Processing
Branding & Public Relations
and more

16. Spectrum Payroll

Industry: Financial Services

Location: Springfield, Missouri

Website: spectrum-payroll.com

Company Size: 1-10

Company Address: 4650 South National, Springfield, Missouri, United States

Spectrum Payroll Contact Details

Name Title LinkedIn Phone Email
Bethany Mcnew Payroll Specialist
Deidra Whitaker Payroll Supervisor
Requires/Intent
Wealth Management
Employee Training & Workforce Development
and more

17. Expanded Horizons

Industry: Financial Services

Location: Springfield, Missouri

Website: expandedhorizons.net

Company Size: 11-50

Company Address: P/o Box 9631, Springfield, Missouri, United States

Expanded Horizons Contact Details

Name Title LinkedIn Phone Email
Dorothy Ramsdell Owner In Partnership With Shaklee Corp
Requires/Intent
Treasury & Cash Flow Management
Financial Planning & Retirement Solutions
Document Management & E-signature Solutions
Compliance & Regulatory Advisory
and more

18. Advisor, Ink

Industry: Financial Services

Location: Springfield, Missouri

Company Size: 1-10

Company Address: 2627 West Republic Road, Springfield, Missouri, United States

Advisor, Ink Contact Details

Name Title LinkedIn Phone Email
Ashley Porter Graphic Designer
Terrah Grayum Business Development Coordinator
Requires/Intent
Online Advertising & SEO
Customer Relationship Management (CRM)
and more

19. Investment Property Loan Exchange Llc

Industry: Financial Services

Location: Springfield, Missouri

Website: loanbidz.com

Company Founded: 2017

Company Size: 1-10

Company Address: 3557 South Avenue, Springfield, Missouri, United States

Investment Property Loan Exchange Llc Contact Details

Name Title LinkedIn Phone Email
Sarah Downey Senior Vice President Of Operations At Investment Property Loan Exchange Llc
Requires/Intent
Blockchain & Cryptocurrency Solutions
Financial Planning & Retirement Solutions
and more

20. Park Crest Baptist Church

Industry: Financial Services

Location: Springfield, Missouri

Website: parkcrestbaptist.org

Company Size: 1-10

Company Address: 816 West Republic Road, Springfield, Missouri, United States

Park Crest Baptist Church Contact Details

Name Title LinkedIn Phone Email
Kayla Loar Project Manager
Requires/Intent
Quality Control & Assurance
Financial Auditing & Reporting
ESG & Sustainable Finance Consulting
Mobile App Development For Financial Services
Hedge Fund & Private Equity Consulting
and more

21. Chartfactors.org

Industry: Financial Services

Location: Springfield, Missouri

Website: chartfactors.org

Company Founded: 2009

Company Size: 1-10

Company Address: 2745 South Moore Avenue, Springfield, Missouri, United States

Chartfactors.org Contact Details

Name Title LinkedIn Phone Email
Richard Carlisle Owner, Operator And Developer
Requires/Intent
Business Strategy & Growth Consulting
Quality Control & Assurance
IoT-enabled Smart Banking Solutions
Securities Trading & Brokerage
Performance Tracking & KPI Analytics
and more

22. Alton Securities Group

Industry: Financial Services

Location: Springfield, Missouri

Website: altonsecuritiesgroup.com

Company Size: 1-10

Company Address: 1736 East Sunshine Street, Springfield, Missouri, United States

Alton Securities Group Contact Details

Name Title LinkedIn Phone Email
Michelle Cline Administrative Assistant
Requires/Intent
Document Management & E-signature Solutions
Treasury & Cash Flow Management
and more

23. Fed Marketing, Llc

Industry: Financial Services

Location: Springfield, Missouri

Website: fedmarketingllc.com

Company Size: 1-10

Company Address: 1531 East Bradford Parkway, Springfield, Missouri, United States

Fed Marketing, Llc Contact Details

Name Title LinkedIn Phone Email
Scott Chick Operations Manager
Requires/Intent
Financial Planning & Retirement Solutions
AI-powered Financial Insights
Cloud Computing Solutions
Credit Rating & Analysis
IoT-enabled Smart Banking Solutions
and more

24. Peterson Wealth Advisors, Springfield, Mo

Industry: Financial Services

Location: Springfield, Missouri

Website: petersonwealthadvisors.com

Company Size: 1-10

Company Address: 1334 East Kingsley Street, Springfield, Missouri, United States

Peterson Wealth Advisors, Springfield, Mo Contact Details

Name Title LinkedIn Phone Email
Brooke Portincaso Receptionist
Requires/Intent
Cybersecurity & Data Protection
Omnichannel Customer Support
and more

25. Jarrett Middle School

Industry: Financial Services

Location: Springfield, Missouri

Company Size: 1-10

Company Address: 840 South Jefferson Avenue, Springfield, Missouri, United States

Jarrett Middle School Contact Details

Name Title LinkedIn Phone Email
Shin Tamashiro Secondary Math In Resource
Requires/Intent
Compliance & Regulatory Advisory
Financial Forecasting & Modeling
and more

26. The Jack Langley Mortgage Team

Industry: Financial Services

Location: Springfield, Missouri

Website: jacklangleyteam.com

Company Size: 1-10

Company Address: 1557 East Primrose Street, Springfield, Missouri, United States

The Jack Langley Mortgage Team Contact Details

Name Title LinkedIn Phone Email
Debbie Duffie Administrative Assistant
Requires/Intent
Technology Consulting
Mergers & Acquisitions Advisory
API Integration For FinTech
Employee Training & Workforce Development
Accounting Services
and more

27. Pinnacle Advisors

Industry: Financial Services

Location: Springfield, Missouri

Website: pinnadvisors.com

Company Founded: 1996

Company Size: 1-10

Pinnacle Advisors Contact Details

Name Title LinkedIn Phone Email
Douglas Newman Managing Partner
Requires/Intent
AI-powered Financial Insights
Customer Relationship Management (CRM)
and more

28. Stokes Financial Strategies

Industry: Financial Services

Location: Springfield, Missouri

Website: stokesfinancialstrategies.com

Company Founded: 2014

Company Size: 1-10

Company Address: 901 East Saint Louis Street, Springfield, Missouri, United States

Stokes Financial Strategies Contact Details

Name Title LinkedIn Phone Email
Breanna Noble Assistant
Requires/Intent
Omnichannel Customer Support
Risk Assessment & Mitigation
Quality Control & Assurance
and more
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Springfield Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Bob Paredes Bkd Wealth Advisors Director
2 Travis Liles Bkd Wealth Advisors Advisor At Bkd Wealth Advisors
3 Nick Withrow Bkd Wealth Advisors Portfolio Manager
4 Steve Toomey Bkd Wealth Advisors Managing Partner And President
5 Jeffrey Lenhart Bkd Wealth Advisors Director
6 Shelby Newell Bkd Wealth Advisors Senior Advisor
7 Amy Frizzell Bkd Wealth Advisors Principal
8 Mychal Kempt Bancsource President And Chief Executive Officer
9 Cody Kempt Bancsource Regional Sales Manager
10 Ashlee Breedlove Bancsource Director Of Inside Sales And Equipment Operations
11 Mahesh Chookolingo Bancsource Technical Support Engineer
12 Melanie Zeurcher Bancsource National Account Manager
13 Ben Samples Bancsource Customer Service Engineer
14 Lssbb Jerry Wright Bancsource Director Of Supply Chain And Logistics
15 Kathy Shirley Kingsley Group Business Brokers Business Broker At Kingsley Group Business Brokers
16 Cbi Scott Axon Kingsley Group Business Brokers Business Broker
17 Laura Mccune Kingsley Group Business Brokers Business Broker
18 Iris Yang Kingsley Group Business Brokers Valuation Analyst
19 Lynne Bailey Kingsley Group Business Brokers Office Manager
20 Brenton Illum Assemblies Of God Credit Union Mortgage Loan Officer
21 Bruce Webb Assemblies Of God Credit Union President And Chief Executive Officer
22 Todd Hege Assemblies Of God Credit Union Director Of Marketing
23 Robin Bond Assemblies Of God Credit Union Director Of Human Resources
24 Dianna Letterman Assemblies Of God Credit Union Senior Vice President, Operations
25 Dana Mcmullen Assemblies Of God Credit Union Brand Manager
26 Tosha Stegall Assemblies Of God Credit Union Consumer Loan Officer
27 Cody Mendenhall Pension Consultants, Inc Executive Director
28 Matthew Seidl Pension Consultants, Inc Pension Administrator
29 Lisa Butterfield Pension Consultants, Inc Director Of Business Operations
30 David Kastrevc Pension Consultants, Inc Junior Financial Analyst
31 Leonna Dabler Pension Consultants, Inc Retirement Plan Administrator
32 Stephen Mcmahon Pension Consultants, Inc Pension Consultant
33 Jennifer Mcfadden Pension Consultants, Inc Manager
34 Courtney Hayes Ag Financial Solutions Attorney
35 Kevin Townsend Ag Financial Solutions Producer
36 Josh Cooper Ag Financial Solutions Controller
37 Phil Pierce Ag Financial Solutions Business Development Consultant
38 Leslie Lingenfelser Ag Financial Solutions Director, Credit And Loan Operations
39 Cassie Henry Ag Financial Solutions Marketing Coordinator
40 Andonae Magdziarz Ag Financial Solutions Client Specialist

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