BG
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
72 advisors
Number of Clients
4,545 clients
Average Client Portfolio
$377K average
Assets Under Management
$1.7B
Fee Structure
Financial Plan Fee:$100 - $10,000
NBCS offers financial planning services for a negotiated flat fee or a percentage of assets under management, or a combination of both. The financial planning fee typically ranges from $100 to $10,000, depending on the complexity of the client's situation. Advisory fees are not charged for insurance analysis. The client is not obligated to implement the financial plan with NBCS.
Areas of Practice
Financial Planning & Coaching
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Advisor Information
Office location
225 East Columbia Street, Farmington, MO, 63640
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Nbc Securities, INC. Broker
June 2019 - Present · 6 yrs 7 mos
Nbc Securities, INC.
June 2019 - Present · 6 yrs 7 mos
Previous Registrations
First State Financial Management
April 2017 - June 2019 · 2 yrs 2 mos
First State Financial Management, INC.Broker
January 2016 - June 2019 · 3 yrs 5 mos
Northwestern Mutual Investment Services, LLC Broker
March 2013 - January 2016 · 2 yrs 10 mos
State Registrations14 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.