#1Wilkerson Advisory Group LLC
WILKERSON ADVISORY GROUP LLC
Serves this area from MO
Retirement Plan Advisors in Cooper County, MO
The top-ranked retirement plan advisors serving Cooper County, MO are Wilkerson Advisory Group LLC, Sundvold Financial and Convergence Financial. We list 4 retirement plan advisors serving Cooper 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 Cooper 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 Cooper County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Wilkerson Advisory Group LLC | SEC-registered investment adviser (CRD)#334668 | MO | (573) 400-6101 |
| 2 | Sundvold Financial | SEC-registered investment adviser (CRD)#108176 | Columbia, MO (25 mi) | (573) 443-1000 |
| 3 | Convergence Financial | SEC-registered investment adviser (CRD)#304146 | Columbia, MO (26 mi) | (573) 818-2264 |
| 4 | Eagle Bluffs Wealth Management LLC | SEC-registered investment adviser (CRD)#306311 | Columbia, MO (28 mi) | (573) 507-9084 |
#2Sundvold Financial
SUNDVOLD CAPITAL MANAGEMENT LLCServes this area from Columbia, MO (25 mi)#3Convergence Financial
CONVERGENCE FINANCIAL, LLCServes this area from Columbia, MO (26 mi)#4Eagle Bluffs Wealth Management LLC
EAGLE BLUFFS WEALTH MANAGEMENT LLCServes this area from Columbia, MO (28 mi)
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Frequently asked questions
How many retirement plan advisors serve Cooper County?
We list 4 retirement plan advisors serving Cooper 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 Cooper County?
The top-ranked retirement plan advisors serving Cooper County, MO are Wilkerson Advisory Group LLC, Sundvold Financial, Convergence Financial and Eagle Bluffs Wealth Management LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Cooper County are verified against official records?
4 of the top 4 match an active official record: Wilkerson Advisory Group LLC (U.S. Securities and Exchange Commission), Sundvold Financial (U.S. Securities and Exchange Commission), Convergence Financial (U.S. Securities and Exchange Commission) and Eagle Bluffs Wealth Management 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
Boonville, Pilot Grove, Otterville, Windsor Place, Bunceton, Prairie Home, Blackwater, Wooldridge