PENROD FINANCIAL GROUP
Firm details
- Headquarters
- BRANSON, Missouri
- CRD number
- 22785
- Registered since
- October 13, 1988
- Website
- penrodfinancialgroup.com
Firm profile
FINTRXOverview
Penrod Financial Group is an SEC-registered advisory corporation that has been registered since 1988 and is owned by an individual. Public disclosures provide limited detail on its service model or client segments. The firm is not identified as a capital allocator, pension consultant, related adviser, or active ESG investor, and it is not registered as a multi-state adviser. Reporting classifies the firm as "Unclassified" and indicates it is not newly formed, reflecting an established advisory presence without additional public detail about investment strategies or fee structures.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 5RICHARD AMSBERRY
FinOpCRD 2917504
AARON PENROD
Securities PrincipalCRD 3194251
BECKY PENROD
Co-OwnerCRD 1088598
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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