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 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

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

    FinOpCRD 2917504

  • 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