I am a dedicated financial advisor based in Springfield, Missouri, passionate about helping families and business owners secure their financial future. My journey in the world of finance began at Missouri State University in 2019, where I pursued and successfully completed my degree in financial in just 3.5 years.
Check the background of investment professionals on FINRA BrokerCheck. Please note Insurance Agents* who are not securities licensed will not be listed on this site.
With over two years of experience in the insurance and financial services industry, I hold both a Life and Health licenses, as well as being a licensed investment advisor representative. These credentials enable me to provide financial solutions tailored to meet the unique needs and goals of my clients.
My approach to financial planning is characterized by its informality and low-pressure atmosphere. I believe in spending time getting to know my clients, building relationships that go beyond mere transactions. This personalized connection allows me to understand their individual needs and aspirations, helping to ensure that the recommendations and strategies I develop are a fit for their financial journey.
While I call Springfield, MO my home base, I primarily work with clients throughout southwest Missouri. Holding insurance licenses in Missouri, Arkansas, Oklahoma, and Texas, I am equipped to serve the diverse needs of individuals and businesses in these regions.
Originally from Joplin, Missouri, I have a deep-rooted love for sports. Whether it's golf, baseball, basketball, or hockey, you'll find me both playing and avidly following these sports in my free time. This background in sports has instilled in me values such as teamwork, strategy, and dedication, which I bring into my financial advisory practice.
If you're seeking a financial advisor who combined professional experience with a personal touch, I invite you to reach out. Together, we can navigate the path toward financial security, ensuring that your goals are not just aspirations but achievable milestones.
Financial AdvisorJoshua Wells
I am a dedicated financial advisor based in Springfield, Missouri, passionate about helping families and business owners secure their financial future. My journey in the world of finance began at Missouri State University in 2019, where I pursued and successfully completed my degree in financial in just 3.5 years.
Check the background of investment professionals on FINRA BrokerCheck. Please note Insurance Agents* who are not securities licensed will not be listed on this site.
With over two years of experience in the insurance and financial services industry, I hold both a Life and Health licenses, as well as being a licensed investment advisor representative. These credentials enable me to provide financial solutions tailored to meet the unique needs and goals of my clients.
My approach to financial planning is characterized by its informality and low-pressure atmosphere. I believe in spending time getting to know my clients, building relationships that go beyond mere transactions. This personalized connection allows me to understand their individual needs and aspirations, helping to ensure that the recommendations and strategies I develop are a fit for their financial journey.
While I call Springfield, MO my home base, I primarily work with clients throughout southwest Missouri. Holding insurance licenses in Missouri, Arkansas, Oklahoma, and Texas, I am equipped to serve the diverse needs of individuals and businesses in these regions.
Originally from Joplin, Missouri, I have a deep-rooted love for sports. Whether it's golf, baseball, basketball, or hockey, you'll find me both playing and avidly following these sports in my free time. This background in sports has instilled in me values such as teamwork, strategy, and dedication, which I bring into my financial advisory practice.
If you're seeking a financial advisor who combined professional experience with a personal touch, I invite you to reach out. Together, we can navigate the path toward financial security, ensuring that your goals are not just aspirations but achievable milestones.
Protect Your Kingdom
As a licensed insurance agent* and investment professional with Mutual of Omaha Insurance Company (Mutual of Omaha), I work hard to:
- Help young families protect their family and property in case of an unexpected and potentially devastating disability or death.
- Help professionals plan for a long retirement, so they don't run out of money yet still have the lifestyle they desire.
- Help those close to retirement prepare for the effects of healthcare expenses including long-term care and unexpected illnesses.
- Help small business owners protect their life's work for their family and employees.
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