Wesley Burrell
Wesley Burrell is a registered investment advisor at Independent Advisor Alliance, LLC, based in Springfield, MO, with 13 years of industry experience. Wesley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 34,127 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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Fee Structure
IAA offers asset management services where they manage your investments based on your goals, time horizon, and risk tolerance. The annual advisory fee is a maximum of 2.00% of the market value of your account, including cash holdings. This fee may also include financial planning and consulting services. The advisory fee is negotiable. Fees are billed quarterly in advance.
Location
1650 E. Battlefield Road, Suite 120, Springfield, MO, 65804
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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
Wesley operates Blackbridge Financial as a DBA for his LPL business and provides investment advisory services through Independent Advisor Alliance, LLC, dedicating nearly full-time hours to this. He also engages in real estate rental, cattle holdings, acts as a fiduciary for a family trust, and sells non-variable insurance, while also managing Wesley J Burrell LLC for tax/investment purposes.
Employment History
Current Registrations
Independent Advisor Alliance, LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
Edward JonesBroker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.