Springfield Missouri Financial Planner

Ahhhh!

Springfield, Missouri.

Springfield is a unique place. At times it feels like a BIG city, and yet at others you can’t go anywhere without seeing somebody you know.

I like it that way. A city that offers the amenities and features of a large city, but with the personality of something smaller.

Many people live in Springfield for that exact reason.

In the same sense, many people are looking for a financial planner that has the features of and technology of a large corporation, but with the service of a small, locally-owned company.

I am Cooper Mitchell and I am the President and founder of Dane Financial, LLC a Registered Investment Advisory financial planning firm located in Springfield, MO.

Dane Financial, LLC was formed to offer a comprehensive range of tailored investment and financial planning strategies while maintaining local decision-making control, all while providing exceptional customer service.

We utilize the latest technology, portfolios, and software and combine it with a unique and personal approach to each client.

About Dane Financial, LLC

We are a Springfield-based, Missouri Registered Investment Advisory financial planning firm, founded in 2014.

Dane Financial, LLC was formed to offer a comprehensive array of tailored investment and financial planning strategies while maintaining local decision-making control and providing exceptional customer service.

Servicing Springfield, MO and More

We are located at:

1531 E. Bradford Parkway
Suite 304
Springfield, MO 65804

Need Directions? Here is a map and directions to our location.

I mainly service Missouri and Arkansas to include: Springfield, St. Louis, Kansas City, Joplin, Fayetteville, Bentonville, Little Rock, Fort Smith, and other great Missouri and Arkansas cities. I also service Oklahoma (especially when there’s a Oklahoma City Thunder game.)

My Focus as a Financial Planner

As a financial planner, I look to provide comprehensive financial planning for individuals and families. I specifically focus on millennials, pre-retirees, and federal employees.

Some areas I specialize in are employee benefits and retirement planning, investment management, estate planning, and insurance.

Contact Cooper Mitchell

If you are interested in a free consultation feel free to schedule a phone call or meeting or call 417-429-0510. If you are in the Springfield area please feel free to stop by our office.

Author Cooper Mitchell

I am a Financial Planner based in Springfield, Mo. I focus on comprehensive financial planning and investment management for millennials, pre-retirees, and federal employees. I also like to read big, long books, lift (relatively) heavy weights, worship my risen Savior, and trot through the great outdoors with my beautiful Wife.

More posts by Cooper Mitchell

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