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 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

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

  • Donald Penrod

    FounderCRD 833918

  • 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