Andrew Denney Springfield MO
Andrew Denney of Springfield, Missouri, is a highly accomplished financial services professional and business owner. His key areas of competence include portfolio management, financial advisory services, and estate planning. He graduated from Missouri State University.
Denney has been the CEO of Prosperity Financial Group of the Midwest for the past eight years. He established the Springfield-based organization in 2015, and it is committed to its initial mission of offering financial advice from resource investment advisors. The company easily exceeded its initial growth targets and is constantly looking for fresh expansion opportunities.
PGF is an independent firm that provides fee-based advising services through Independent Financial Planners. The company's pillars are portfolio design, smart asset allocation, frequent and extensive client communications, and rigorous investment selection and oversight.
Denney manages assets above $150 million at PGF and has roughly 300 clients with a total net worth above $500 million. Through his commitment to prudent management, he has gained multi-generational clientele, with at least one family trusting his firm with their financial destiny for three generations. PFG also has a 99% client retention rate due to its outstanding performance.
Denney worked as a financial advisor at Cambridge Investment Research, Inc. for seven years before starting his firm, from October 2008 until October 2015. He worked as a financial counselor for Ameriprise Financial Services Inc. for over five years during and after college.
After attending Missouri State University from 2000 to 2004, Andrew Denney earned a Bachelor of Science in Finance focused on portfolio management. A Bachelor of Science degree demonstrates a greater dedication to core coursework in a chosen major and less emphasis on more general classes. He graduated with honors from the school.
Denney has a publishing background besides his employment as a financial counselor and CEO. He focuses on providing high-quality information about financial planning, retirement, and more with a bigger audience than his local clients in a series of essays for a variety of periodicals and digital publishers.
Forbes, the New York Post, and U.S. News are among Denney's previous publications. Top strategies to invest in India, instructional postings about the Chinese stock market, and the morale effect of pension plans at small enterprises have all been topics. Politics' impact on the financial market is another subject of study.
He is well-known for his fee-based financial planning, which helps to combat the sometimes bad image of the financial industry when commission payment arrangements lead to unwarranted risks with client assets.
Financial planning, financial services, wealth management services, estate planning, asset preservation, wealth accumulation, portfolio management, IRAs, and investments are among the primary competence areas recognized by his contemporaries.
Andrew Denney holds many financial service licenses and certificates from organizations such as the Financial Industry Regulatory Authority. FINRA Series 66 and Series 7 certificates are currently in effect, as is a State Health and Life insurance certificate from the Missouri Department of Commerce and Insurance. Denney is certified by FINRA as an investment advisor representative and a securities agent.
He belongs to several financial organizations, including The Financial Planning Association, the 401(k) Planning Association, and the National Association of Personal Financial Advisors. He is not only a member of these organizations, but he also works to influence regulatory and legislative reforms for the financial industry and to meet the needs of clients.
Denney's devotion to delivering excellent financial advice has been acknowledged by Springfield, MO, groups throughout his career. In 2017, he was one of 17 Springfield and southwest Missouri professionals named a Springfield Business Journal Trusted Adviser for the year. The award was given out at a special luncheon to commemorate the group.
The designation honors business-to-business workers who serve as advisors. It honors those that assist their clients and peers in succeeding and thriving in their professional efforts. Denney stated at the time that receiving the award was an honor because it demonstrates confidence in the work done behind the scenes at PFG on behalf of clients.
Denney was also honored by LPL Financial's Director's Club with the Distinguished Client Service Award.
When he isn't working to advance PFG's aims, Andrew Denney enjoys spending time with his family and exploring the many recreational possibilities Springfield, MO, and the surrounding areas have to offer. Denney, a native and long-term resident, is aware of the trendy entertaining options and local secrets that make his area a terrific place to live and play.
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