SPRINGFIELD FINANCIAL PLANNING CONSULTING FIRMS

Researched by: ABBY BEGGERLY

Name Year Address Number of Total Offers Top Local Est. in Telephone / Fax CFPs Staff Insurance Services Offered Executive Spfd 1 American Express Financial Advisors 901 St Louis St, Ste 1700 / 65806 10 38 yes Tax, retirement, estate planning, John D Rehani, CFP/ 1960s 866-0477 / 831-1235 cash reserve, investment planning Field Vice President 2 Waddell & Reed 1211 S Glenstone, Ste 503 / 65804 4 21 yes Financial planning-insurance, life, health, Eric Kurth, 1937 863-6000 / 863-6188 disability through affiliates, investments Division Manager 3 Heim & Young Financial Corp 1256 E Kingsley St / 65804 4 16 yes Investment & retirement planning Dean Young, 1989 882-7283 / 883-6315 Dennis Heim, Owners 4 Wealth Management Inc Terry A Conner, 3271 E Battlefield, Ste 201 / 65804 4 10 yes Investments, estate planning, Brian D Allen, 1994 889-9584 / 889-9962 retiement planning, pension plans Senior Partners 5 Kirkpatrick, Phillips & Miller CPAs PC Retirement planning, 401(k) profit-sharing 2003 E Sunshine / 65804 2 47 No plans, financial planning, estate planning, Steven D Hufham, 1967 882-4300 / 882-9418 tax planning, ESOP's, business succession Managing Shareholder 6 Baird, Kurtz & Dobson, CPAs Personal financial planning, tax planning,

901 St Louis St / POB 1190 / 65801 1 140 No retirement planning, succession planning, William E Kirkman, 1948

865-8701 / 865-0682 estate & gift tax planning Partner in Charge

7 Baron Financial Services Financial planning, retirement planning, 1722 S Glenstone, Ste OO / 65804 1 55 Yes estate planning, pension plans, utilizing Carl Baron, CFP 1984 886-1111 or 800-880-1119 / 886-6676 securities, life, accident and health insurance

8 Empire Bank Insur-personal lines, prop & cas, life, health, Rick Imhoff, CFP/

1800 S Glenstone / 65804 1 20 Yes contractor bonds, risk mgmt & serv,employee benefit Trust Officer; 1989

881-3100 / 883-7882 plans, financial plan, trust services, investment mgmt Raylene Caywood, ARM

9 Piatchek & Associates Financial & retirement planning, John T Piatchek, CLU/

1355-F E Bradford Pkwy / 65804 1 9 Yes business succession, investments, ChFC; Rod Miller, 1969

881-7900 / 882-4209 estate planning, life & health insurance CLU/ChFC/CFP

10 AG Edwards & Sons Inc

1625 E Primrose, Ste A / 65804 1 7 Yes Full-service & brokerage Dave Burnette, 1972

883-6680 / 883-9738 financial planning Vice Pres/Branch Mngr

*This list includes only those firms which employ consultants with the Certified Financial Planner (CFP) designation. Ranked by the number of CFPs, then by total staff. Some

deserving firms may have been omitted due to deadline restrictions or failure to divulge requested information.