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 and has been registered with the SEC since 1988. Ownership is held by an individual rather than a partnership or institutional owner. The firm's adviser classification in the available dataset is listed as unclassified. Publicly available records show a limited operational footprint: Penrod Financial Group is not identified as a multi-state adviser, is not described as a pension consultant, and is not marked as a related adviser. The dataset also indicates the firm is not an active ESG investor and is not a capital allocator. It is not a newly formed adviser. The firm has not disclosed details about its advisory services, client segments, fee models, assets under management, or specific business activities in the provided data. That lack of disclosure constrains a deeper profile of investment approach, account types, or product usage.
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
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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