Mary Nussbaum is a CFP-designated registered investment advisor, based in Warrensburg, MO, with 26 years of industry experience.
Location
233 SE State Route 13, Warrensburg, MO, 64093
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mary co-owns Nussbaum Farm, involved in livestock production, and owns Nussbaum Tax & Financial, a tax preparation and accounting business, taking about 10-20% of her time. She also serves as treasurer for Johnson County Master Gardeners and is an insurance agent selling life, health, fixed annuities, and long-term care insurance, dedicating minimal time to each.
Employment History
Current Registrations
Cetera Financial Specialists LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Pfic Advisors, INC.
Pfic Securities CorporationBroker
Fiserv Investor Services, INC.Broker
Walnut Street Securities, INC.Broker
State Registrations6 states
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