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 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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 5
Richard Amsberry
FinOpCRD 2917504
Donald Penrod
FounderCRD 833918
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
Similar firms
Huntleigh Securities Corporation
Broker-DealerSaint Louis, MO
Sogotrade, Inc.
Broker-DealerChesterfield, MO
M&A Securities Group, Inc.
Broker-DealerKansas City, MO
Forvis Mazars Capital Advisors, LLC
Broker-DealerSpringfield, MO
Sable Capital LLC
Broker-DealerSaint Louis, MO
Vestech Securities, Inc.
Broker-DealerSaint Louis, MO