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Pension Consultants Tops List of Area’s Largest Certified Financial Planners

Last Updated: January 27, 2016

Pension Consultants, Inc. tops the list of the area’s largest certified financial planner professionals (CFP®)  in the January 18-24, 2016 print edition of the Springfield Business Journal. The article ranks southwest Missouri area companies by the number of certified financial planner (CFP®) professionals and then by financial planning staff. Pension Consultants retains their number one ranking from the previous year. The article also lists assets under management (AUM) and assets under advisement (AUA), and services offered. Listed services include retirement plan management, individual retirement planning, investment management, financial planning, and more.
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PCI’s archived blog entries are dated, the rules and statutes referenced may have changed. The analysis or guidance within these blog entries may have become stale, dated, or no longer accurate. PCI will not update or change these entries to reflect the latest analysis or development.

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Pension Consultants, Inc. is excited to be featured on NAPA’s 2024 ‘Nation’s Top DC Advisor Teams’ ranking! For 30 years, PCI has been mission-driven to improve the financial security of American workers. We accomplish this by helping our clients get their employees on track for a successful retirement. Based on the asset sizes of those who submitted to be included on the list, we are very proud to be among the top 100 advisers in the nation and the largest DC adviser based in Missouri.

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News and Updates

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American workers are financially struggling. They are worrying about unforeseen expenses and feeling uncertain about their futures. However, Secure 2.0’s PLESA provision is a promising solution to help. Check out PCI’s top 5 reasons why PLESA is a great idea…

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