Penrod Financial Group

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Branson, Missouri
CRD number
22785
Registered since
October 13, 1988

Firm profile

FINTRX

Overview

Penrod Financial Group is organized as a corporation under individual ownership. Public data available through FINTRX is limited: the firm is classified as “unclassified” and does not report activity as a capital allocator, pension consultant, or related adviser. It is not identified as an active ESG investor and is not designated as a multi-state adviser. The firm did not provide details on its fee model, client segments, specific advisory services or business activities in the FINTRX snapshot. Because the record contains minimal descriptive information, there is little public detail on investment philosophy, target clients, or service offerings.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 5
  • Richard Amsberry

    Richard Amsberry

    FinOpCRD 2917504

  • Donald Penrod

    FounderCRD 833918

  • Becky Penrod

    Co-OwnerCRD 1088598

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Branson, MO

Taney

Location

Branson, MO

Headquartered in Branson, MO, in the Midwest of the United States.

Region
Midwest
County
Taney
Address
574 State Highway 248
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth