David M. Compere,  CFP<sup>&reg;</sup> - Financial Advisor

David M. Compere, CFP®

CTFA

Financial Advisor

UMB Financial Services

3271 E Battlefield St, Ste. 260
Springfield, MO 65804
(888) 777-8270
(417) 891-2101

General

David Compere is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at UMB Financial Services in Springfield, MO and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CTFA

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Insurance, Retirement, Life Planning, Succession Planning, Long-term Care, Sudden Wealth

More

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