Team profile

The advantages of working together online

As we work together to track and achieve your goals, the secure site on and Ameriprise app make it easy for us to collaborate, any time from any device. In one secure, convenient online space, you can:

  • Track your goals and progress
  • Connect and share information with us
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at or contact us for help getting started.

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Areas of focus

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies

Awards & recognition

  • Dan Carver III, Forbes Best-in-State Wealth Advisors, 2018, 2019, 2021, 2022, 2023, 2024
  • Dan Carver III, Ameriprise Circle of Success, 2013, 2018, 2019, 2020, 2021, 2022, 2023
  • Dan Carver III, Five Star Wealth Manager, 2012, 2013, 2014, 2015, 2023

Community participation

  • We support Annie's Hope, a nonprofit organization whose mission is to provide comprehensive support services for children, teens, and their families who are grieving the death of someone significant.
  • We support the Ronald McDonald House, whose mission is to provide a "home-away-from-home" for families so they can stay close by their hospitalized child at little or no cost.
  • Sainte Genevieve Chamber of Commerce
  • Southeast Missouri Hospital Association Member
  • Cape Girardeau Chamber of Commerce
  • Saint Charles Rotary
  • Jackson Area Chamber of Commerce
  • Cape Public Schools Foundation

Honored to be recognized in Forbes

The Missouri Financial Planners team would like to congratulate Dan Carver on being named to the 2024 Forbes Best-in-State Wealth Advisors list. This list recognizes advisors who excel at helping clients with their long-term financial goals – and we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.