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 is listed as an SEC-registered adviser since 1988. The firm is owned by an individual and is classified in FINTRX as "Unclassified." The dataset indicates the firm does not act as a capital allocator, does not identify as an active ESG investor, is not a multi-state adviser, and is not designated as a pension consultant or related adviser. The firm did not provide detail on client types, fee schedules, business activities, or advisory services in the provided record.
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
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