ChooseAFinancialAdvisor.com
Advisors / Missouri / Springfield
47yrs

Rodney Keith Pennington

Financial advisor at Osaic Wealth

Springfield, MO 65804ChFCTop advisor by experience in Springfield
Call the officeDirections

At a glance

Experience47 years (since 1979)
How that compares ?Top advisor by experience in Springfield
Office3029 E. Sunshine Suite E, Springfield, MO 65804
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state

Services through Osaic Wealth

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

ChFC

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Uniform Securities Agent State Law Examination

Career

  1. Jan 2025 – now
    Osaic Wealth, Inc.Current firm
  2. 1997 – 2025
    Osaic Fa, Inc.Previously

Questions to ask Rodney

Tailored to Rodney’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Rodney

How do I contact Rodney?

Call Osaic Wealth at 800-821-5100 and ask for Rodney Keith Pennington. Rodney works from the Springfield, MO office.

How long has Rodney been a financial advisor?

Rodney has been in the industry since 1979, about 47 years. Top advisor by experience in Springfield.

What licenses does Rodney hold?

Series 63. Tap any license on this page to see what it allows.

Is Rodney a fiduciary?

Rodney is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.

How is Rodney paid?

Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Rodney for your total yearly cost in dollars.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.

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