Clayton Bentzen - Central Investment Advisor for Central Bank of Warrensburg

Clayton Bentzen, CFP®

Vice President
Financial Advisor, LPL

3848 Osage Beach Parkway
Osage Beach, Missouri 65065
p: (573) 302-2491
Email Clayton
 
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"I help people create portfolios that provide a steady stream of income in retirement."

As a Certified Financial Planner™ professional, Clayton understands every investor has different reasons to invest. Are you planning for retirement? Funding a child or grandchild's education? With life's uncertainties and so many investment options to consider you need a plan.

Clayton helps you remove uncertainty by planning for life's big events. While the process can seem complex, Clayton keeps it simple. Everything he does is focused on providing you the freedom to face the future with greater confidence. Together, you will develop and implement a plan that encompasses your total financial picture; current financial situation, short- and long-term goals, and comfort with risk

With Clayton's assistance, you will:

  • Assess your current financial standing; income, expenses, net worth, etc.
  • Define and prioritize your short- and long-goals
  • Determine your investment preferences and risk comfort zone

 

Once your financial baseline is established, Clayton will:

  • Present a personal financial plan for consideration
  • Implement the investment strategy
  • Periodically invite you to review the plan's progress.

A life-long Mid-Missouri resident, Clayton graduated from Westminster College with a degree in business finance. He earned designation as a Certified Financial Planner™ professional from the CFP Board by completing extensive training in financial, estate and retirement planning, along with insurance, investments, taxes, and employee benefits. CFP® certification is the most recognized in the industry for personal financial planning, with only 17% of all financial advisors able to claim this distinction. As a CFP® professional, Clayton is required to maintain his certification through continuing education, something to consider with new financial instruments appearing regularly on the consumer market.

Outside the office, Clayton enjoys spending time with his family, playing golf and being actively involved in the community.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/ SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Central Bank and Central Investment Advisors are not registered broker/dealers and are not affiliated with LPL Financial.

The investment products sold through LPL Financial are not insured Central Bank deposits and are not FDIC insured. These products are not obligations of Central Bank and are not endorsed, recommended or guaranteed by Central Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

The LPL representative associated with this website may discuss and/or transact business with residents of all states and the District of Columbia, except DE, ID, ND, RI.