First State Financial Management
Since 1985, First State Financial Management has been helping the communities of southeast Missouri achieve financial success. Founded on the belief that clients are best served by people and institutions that share the same community roots and values, FSFM has grown to over a dozen financial professionals serving clients from 11 First State Financial Management locations across markets throughout Missouri. We believe in serving the community because our team members are part of the community. At First State Financial Management, we have the independence to serve our clients and communities first, not corporate quotas and shareholders. This allows us to make truly objective recommendations that are tailored to each client’s situation. Every relationship begins with a conversation about the values, dreams, and goals most important to the client. We then craft a financial plan that addresses all aspects of the client’s financial life and choose investments that maximize the chances of success while minimizing risk. We believe clients at First State Financial Management really can have the high quality of service that comes from working with someone in the community they know and trust, while also getting access to a wide variety of investment and financial planning resources. Our partnership with First State Community Bank and First State Insurance Agency also ensures we have the resources to meet all of our clients’ financial needs. To find out how we can help you get started on the path to investment success, or about how you can build your financial practice or career with FSFM, reach out to us today. FSFM is a subsidiary of First State Community Bank. Securities and investment advisory services offered through NBC Securities, Inc. Member: FINRA & SIPC. No bank guarantee | not FDIC insured | may lose value
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Verified contacts
13
available on Kipplo
LinkedIn employees
12
11 to 50 range
Open roles
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no listings
Distinct roles
9
indexed titles
Tech stack
1
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
13 contacts with verified email or phone · masked until revealed.
- DL
Daniel Lusher
Financial Representative · Finance & Accounting
EmailPhone - JW
Joe Woodard
Financial Professional · Finance & Accounting
EmailPhone - AH
Abigail Hogan
Customer Service Representative · Customer/Client Service
EmailPhone - AH
Amanda Howard
U s Bank · Finance & Accounting
EmailPhone - BF
Brian Forbush
Financial Advisor · Finance & Accounting
EmailPhone - GC
Grayson Cummins
Customer Service Assistant Iii · Other
EmailPhone - BN
Blake Nephew
U s Bancorp Investments, Inc · Other
EmailPhone - NB
Neil Bales
President · General Business & Management
EmailPhone
Showing 8 of 13 verified contacts
Top roles at First State Financial Management
9 distinct titles indexed · top 9 shown.
- 2customer service assistant iii
- 2customer service representative
- 2financial advisor
- 1customer service team lead
- 1financial professional
- 1financial representative
- 1president
- 1u s bancorp investments, inc
- 1u s bank
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