Alan Suiter

First Financial Consultants

3816A S Greystone Ct

Springfield, MO 65804
(417) 8810400

About First Financial Consultants

Alan Suiter has expertise in analyzing his clients' financial situation and helping them identify the financial options that will maximize their goal-reaching potential. With nearly 34 years of financial planning expertise and without the blinders forced on many other financial planners by the restrictions of the large corporations they work for, Alan has the know-how and the freedom to create diverse investment portfolios for his clients, whether their investment goals are for retirement, education trusts, or estate planning.

Because First Financial Consultants is an independent financial planning office, Alan is able to take the time to listen to his clients, identify their unique needs, educate them about their options, and then connect them with the investments that will help them reach their goals and objectives. If you are a retiree, semi-retired, or actively preparing for a more productive retirement yet to come, make an appointment with Alan today.

Alan put himself through college at Joplin's MSSU working as a journeyman mechanic for Freightliner. He attends Wesley United Methodist Church and serves by driving the church bus for various groups, like the youth and veterans. He enjoys his free time by riding his motorcycle and backpacking. He has been very involved in scouting, having served as a Scout Master and on the Ozark Trails Council of the BSA. He has attended both national jamborees and a world jamboree and has hiked Philmont Scout Ranch in New Mexico several times.

First Financial Consultants, Inc., Financial Planning Consultants, Springfield, MO.

General Information

Firm Start Year

1989

No.of Employees

2-4

CRD#

1217290

Firm CRD#

152974

Name of Broker/Dealer

Client One Securities

Name of Custodial Firm

Charles Schwabb

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Fully Licensed in Insurance and Securities since 1984. I have owened my own company since 1989 as an independent financial advisor.

I work with the following types of clients

Businesses, Non-Profit Organizations, Individual Investors

Foreign Languages Serviced

Thai, Chinese and Spanish

Services

Investment Types

Mortgages & Real Estate, Mutual Funds, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Alternative Investments

I can meet clients in the following ways

Via phone, At your office, At your home, At my office, Video Conference, Via email

Firm Information

Firm's Number of Clients

642

Advisor's Number of Clients

640

Advisor's Number of Managed Clients

115

Advisor's Number of Planning Clients

425

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts

$10,000

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