Investments and Insurance
Are you tired of wondering if you are on the right path to your financial goals? Come see how Alliant Financial Advisors can make sure you are headed in the right direction. We offer the full range of investment and insurance products. What makes us different is Our Promise to You.
Client Bill of Rights At Alliant Financial Advisors, our clients’ interests come first. We believe that our clients have certain inalienable rights. Therefore, we make the following promises:
- The right to come first:
Alliant wants all of our clients to know that their needs will come first. Alliant will take no money from product companies. That is only one way that we make sure that our recommendations are based on the interests of our clients and not of the companies they invest with. Ask your investment advisor if they follow the same practice.
- The right to a full and complete analysis of your needs:
One size does not fit all and, at Alliant, we will take the time to find out what your specific needs are and how they should be addressed.
- The right to know of any conflicts:
Alliant strives to eliminate all conflicts with the client. However, should one arise it will always be fully disclosed and all available alternatives discussed.
Bobbi Light
Investment Company and Variable Contracts Representative |
Bobbi Light | Monroe City
Address:
921 Hwy. 24 & 36 East
Monroe City, MO 63456
Mail To:
P.O. Box 308
Monroe City, MO 63456
Phone:
(573) 735- 5401
Fax:
(573) 735-5101
| Madison
Address:
101 E. Broadway
Madison, MO 65263
Mail To:
P.O. Box 124
Madison, MO 65263
Phone:
(660) 291-3041
Fax:
(660) 291-8772
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Securities offered through Securities America, Inc., Member FINRA/SIPC, Bobbi Light, Registered Representatives. Advisory services offered through Securities America Advisors, Inc. Alliant Financial Services, Alliant Bank and Securities America are not affiliated.
|
Loree Quinn
Financial Advisor |
| Monroe City
Address:
921 Hwy. 24 & 36 East
Monroe City, MO 63456
Mail To:
P.O. Box 308
Monroe City, MO 63456
Phone:
(573) 735- 5401
Fax:
(573) 735-5101
| Madison
Address:
101 E. Broadway
Madison, MO 65263
Mail To:
P.O. Box 124
Madison, MO 65263
Phone:
(660) 291-3041
Fax:
(660) 291-8772
|
Securities offered through Securities America, Inc., Member FINRA/SIPC, Loree Quinn, Registered Representatives. Advisory services offered through Securities America Advisors, Inc. Alliant Financial Services, Alliant Bank and Securities America are not affiliated.
|
Jamey Morton
Chartered Financial Consultant |
| Kirksville
Address:
201 S. Baltimore
P.O. Box 946
Kirksville, MO 63501
Email:
jamey.morton@securitiesamerica.com
Phone:
(660) 665-3045
Fax:
(660) 665-6617
Website:
www.jmorton.wealth2k.com |
Securities offered through Securities America, Inc., Member FINRA/SIPC, Jamey Morton, Registered Representatives. Advisory services offered through Securities America Advisors, Inc. Alliant Financial Services, Alliant Bank and Securities America are not affiliated. |
All Investment Products and Services are: - not FDIC insured
- not guaranteed by any bank, including Alliant Bank
- subject to investment risk, including possible loss of value
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Equal Housing Lender