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Andrew Halsell, Financial Advisor

FINANCIAL ADVISOR
Andrew Halsell

CFP®, AAMS™
2309 N Belt Hwy, St Joseph, MO 64506opens in a new window
CallSend Me a Message

Focus Areas

  • Portfolio Reviews
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • New Investors

About Andrew

As a financial advisor, my goal is to take a holistic look at my clients' financial realities and help them determine and implement the most appropriate financial strategy. Whether it is saving for retirement, funding children's education, ensuring our loved ones are financially secure if tragedy were to strike or looking for more tax efficient ways to invest money, we all have many goals to juggle. Together with our clients' tax and legal partners, we work through an established process, develop personalized strategies and provide the guidance to help keep them on track toward what is most important to them.

Raised...

Work History

  • Edward JonesJune 2015 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of Missouri-ColumbiaBachelors
  • Univ of Missouri-ColumbiaBachelors

Personal Interests

  • Spending Time with Family
  • Reading
  • Pets
  • Music
  • Board Games

Team Members

  • Clarensa Fee
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(816) 279-9050

Fax

(855) 379-1004

Office Address

2309 N Belt Hwy
St Joseph, MO 64506opens in a new window

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