#1Eagle Bluffs Wealth Management LLC
EAGLE BLUFFS WEALTH MANAGEMENT LLC
Serves this area from Columbia, MO (22 mi)
Retirement Plan Advisors in Callaway County, MO
The top-ranked retirement plan advisors serving Callaway County, MO are Eagle Bluffs Wealth Management LLC, Convergence Financial and Sundvold Financial. We list 4 retirement plan advisors serving Callaway County, MO. 4 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Callaway County, MO. 4 providers, 4 of the top 4 verified against federal or state records. Registry records checked on 2026-11-04.
Top 4 ranked retirement plan advisors for Callaway County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Eagle Bluffs Wealth Management LLC | SEC-registered investment adviser (CRD)#306311 | Columbia, MO (22 mi) | (573) 507-9084 |
| 2 | Convergence Financial | SEC-registered investment adviser (CRD)#304146 | Columbia, MO (23 mi) | (573) 818-2264 |
| 3 | Sundvold Financial | SEC-registered investment adviser (CRD)#108176 | Columbia, MO (24 mi) | (573) 443-1000 |
| 4 | Wilkerson Advisory Group LLC | SEC-registered investment adviser (CRD)#334668 | MO | (573) 400-6101 |
#2Convergence Financial
CONVERGENCE FINANCIAL, LLCServes this area from Columbia, MO (23 mi)#3Sundvold Financial
SUNDVOLD CAPITAL MANAGEMENT LLCServes this area from Columbia, MO (24 mi)#4Wilkerson Advisory Group LLC
WILKERSON ADVISORY GROUP LLCServes this area from MO
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Frequently asked questions
How many retirement plan advisors serve Callaway County?
We list 4 retirement plan advisors serving Callaway County, MO: 0 based there and 4 serving it from nearby. 4 of the top 4 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Callaway County?
The top-ranked retirement plan advisors serving Callaway County, MO are Eagle Bluffs Wealth Management LLC, Convergence Financial, Sundvold Financial and Wilkerson Advisory Group LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Callaway County are verified against official records?
4 of the top 4 match an active official record: Eagle Bluffs Wealth Management LLC (U.S. Securities and Exchange Commission), Convergence Financial (U.S. Securities and Exchange Commission), Sundvold Financial (U.S. Securities and Exchange Commission) and Wilkerson Advisory Group LLC (U.S. Securities and Exchange Commission). Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Communities served
Fulton, Holts Summit, Auxvasse, New Bloomfield, Mokane, Kingdom City, Tebbetts