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Wade Peters, Financial Advisor

FINANCIAL ADVISOR
Wade Peters

CFP®, ChFC®, CEPA®
1728 E 9th St, Trenton, MO 64683opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Charitable Giving
  • Farmers and Ranchers

About Wade

Our team strives to deliver an unrivaled client experience that puts you, the client, at the center of the equation. We have built our business by treating our clients as we would want to be treated, a simple idea that still makes sense in today’s complex marketplace.

My passion for investment started early, when I was working for my parents at their convenience store. The job taught me the value of hard work and saving for the things I wanted, so during college, when I inherited some mutual funds from my grandmother, I sat down with a financial advisor to discuss...

Work History

  • Edward JonesMarch 2009 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • CEPA®

    Certified Exit Planning Advisor®

Education

  • Murray State UniversityBachelor of Science

Personal Interests

  • Spending Time with Family
  • Outdoor Enthusiast
  • Personal Fitness
  • Archery
  • Fishing

Team Members

  • Lisa Huffstutter
    Sr. Branch Office Administrator
    FPQP®
  • Kristy Walker
    Sr. Branch Office Administrator
    FPQP®

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 - 03:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(660) 359-4393

Fax

(888) 371-5116

Office Address

1728 E 9th St
Trenton, MO 64683opens in a new window

Mailing address

P O Box 68
Trenton, MO 64683

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