CRD: 298475
Hickory Wealth Management, LLC
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- Custodian
- Charles Schwab & Company · Nationwide
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-06-2018
- Office Locations
- 1
Office Locations
About Hickory Wealth Management, LLC
Hickory Asset Management is a Springfield, MO advisory team providing tailored investment and financial advice for individuals from young professionals to retirees. The firm builds data-informed, long-term portfolios aligned to each client’s goals and values, and supports broader planning needs including retirement and estate strategies. The team has served clients since 2008 and cites 70+ years of collective experience; Schwab is a primary custodian.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
TANNER WAYNE GREER
Chief Compliance Officer, Managing Member
- CRD
- #6634712
- Ownership
- 50% but less than 75%
ROGER DANIEL PLACKEMEIER
Managing Member
- CRD
- #2457350
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $118,364,626 | $242,054 |
| Non-Discretionary | $8,178,554 | $371,752 |
| Total | $126,543,180 | $247,638 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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