Penrod Financial Group

Broker-DealerFINRA MemberEst. 1988
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 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

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

  • Aaron Penrod

    Aaron Penrod

    Securities PrincipalCRD 3194251

  • Becky Penrod

    Co-OwnerCRD 1088598

Unlock 2 more contacts

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