Advisor profile


My approach

Jerry K Fuller - My approach photo
I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.
Jerry K Fuller - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Family Finances
  • Investments
  • Retirement Plan Distribution
  • Insurance
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Bachelor of Science Civil Engineering 1969 - University of MO @ Rolla
  • MBA 1982- Rockhurst University Executive Fellows
  • Master of Science Civil Engineering 1973 - University of MO Columbia

Interests

* Spending time with kids, grandkids and friends swimming and cooking out

* Golf and travel when possible

* Reading

* Letting our dogs take me for a walk

Community participation

  • I am a member, past President and past Chairman of the Darrel Bland Sertoma Club. We are one of hundreds of Sertoma Clubs nationwide with a goal of Service to Mankind. Darrel Bland Sertoma works closely with NorthCare Hospice in fundraising efforts to construct and operate a Hospice House in the Northland.

Awards & recognition

  • Ameriprise Circle of Success, 2011,2013,2014

Previous experience

  • Investment Representative, Edward Jones, Kansas City, MO, 1999-2005
  • Financial Advisor, A G Edwards, Kansas City, MO, 2005-2008