Terry Conner, CFP® has been a financial services professional since 1992. During this time, Terry Conner founded Wealth Management, Inc and also was owner of The Mutual Fund Store in Springfield, MO which was acquired by a national RIA in 2016. Currently, Mr. Conner serves as owner and managing director of Prime Capital Investment Advisors of Springfield, a fee-based financial planning firm that serves as a fiduciary to its clients.
Mr. Conner has an undergraduate degree in Industrial Engineering from the University of Missouri where he graduated Summa Cum Laude and became a CERTIFIED FINANCIAL PLANNER™ (CFP®). in 1996.
Mr. Conner is passionate about helping clients plan for the future and retiring with dignity. Often his services span multiple generations of the clients he serves. With almost 30 years of experience, Mr. Conner often believes that his greatest contribution to his client’s successes is helping clients avoid mistakes with their retirement funds. We believe that one’s direction, not their intention, determines a person’s ultimate destination. Through the avoidance of unintentional financial mistakes, coupled with prudent and thoughtful planning, clients can arrive at their intended financial goals with peace of mind. Achieving life goals and dreams is a very intentional process and we are passionate about helping our clients complete this process successfully.
“Our favorite day is when we tell our client “Yes” to their dreams”
Change is inevitable and Mr. Conner is committed to keeping PCIA at the forefront of planning and investments. He particularly enjoys customizing portfolios including private equity if appropriate.
In addition to his CFP® accreditation, Mr. Conner has passed the FINRA Series 65 securities registration.
Outside of work, Mr. Conner enjoys bass fishing, golf, and cycling. His biggest hobby though is family with six grandchildren. Terry and his wife Corrinne have mentored and taught many young couples and are passionate to see them succeed in life. Over the years, they have taught numerous parenting, marriage, and financial classes aimed at strengthening families. They have enjoyed every relationship!
Learn more about Terry at pciaozarks.com.
Advisory services offered through Prime Capital Investment Advisors, LLC. (“PCIA”), a Registered Investment Adviser. PCIA: 6201 College Blvd., Suite #150, Overland Park, KS 66211. PCIA doing business as Qualified Plan Advisors (“QPA”) and Prime Capital Wealth Management (“PCWM”).
Springfield, MO - Republic Road 1835 E. Republic Road
Springfield, MO 65804
Phone: (417) 720-4255
Springfield, MO - Republic Road
1835 E. Republic Road