Edward Jones
27yrs
Top advisor by experience in Marshall
18yrs
Wesley Beumer is a fiduciary financial advisor in Marshall, Missouri, with 18 years in the industry. After 15 years at Edward Jones, Wesley joined &partners in 2023, a firm offering financial planning, investment management, and retirement plan consulting. &partners reports being paid through a percentage of assets, hourly fees, and subscription fees.
One of 6 advisors with offices in Marshall, and one of 5 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 60% of advisors in Missouri
Office1211 West Morrow, Marshall, MO 65340
Firm&partners
How the firm is paid ?Percent of assets, Hourly, Subscription, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$384,909
Advisors at the firm545
States licensed ?1 state
Services through &partners
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2023 – now&partnersCurrent firm
- 2008 – 2023Edward JonesPreviously
Contact Wesley
(615) 255-6431Firm headquarters in Nashville, TN. Ask for Wesley. 1211 West MorrowMarshall, MO 65340Office · Get directions LinkedIn page&partners
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Questions to ask Wesley
Tailored to Wesley’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Wesley
How do I contact Wesley?
Call &partners at (615) 255-6431 and ask for Wesley Beumer. Wesley works from the Marshall, MO office.
How long has Wesley been a financial advisor?
Wesley has been in the industry since 2008, about 18 years. More experience than 60% of advisors in Missouri.
What licenses does Wesley hold?
Series 66. Tap any license on this page to see what it allows.
Is Wesley a fiduciary?
Wesley is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Wesley paid?
&partners reports being paid by a percentage of the assets they manage, hourly fees, subscription fees, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Wesley for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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