573-449-5313 info@labrunerie.com

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      About US

      Located in Columbia, Missouri, we specialize in providing financial planning services and investment advice to individuals and families. We also provide a variety of financial retirement plans and educational programs for employers, groups, and organizations. LaBrunerie Financial recognizes the significant degree of discretion and confidence that is involved in the advisor-client relationship, as this is a personal relationship based on trust and accountability. We create this level of trustworthiness through our financial performance and client service that is responsive and true to its commitments. All of this is accomplished in a professional environment, where the highest standards of integrity, objectivity, and self-empowerment thrive. In this environment and through the disciplined actions of our team, we will strive to produce results in service that will allow you to build and preserve your family’s wealth. Because we implement the same investment and financial strategies for our own capital, you can be certain our interests are aligned with yours.

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      Here’s what we offer…

      • Personal financial planning
      • Investment portfolio reviews and recommendations
      • Ongoing investment management
      • Insurance and long-term care needs evaluation
      • Tax Sheltering
      • Retirement planning and income management strategies
      • Educational financial planning presentations and seminars

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      Financial goals include…

      • Minimizing the effects of inflation
      • Creating and preserving personal wealth
      • Reducing tax liability
      • Reducing the risk of financially devastating events
      • Fostering peace of mind through proper planning 
      • Ensuring retirement income
      • Maximizing estate transfer to children
      • Planning for college costs
      • Active stock trading
      • Lower overall financial risk 

      Our company

      Mission

      To provide timely, unbiased financial advice to people from all walks of life. As a team of investment professionals, our aim is to develop a greater level of wisdom about the financial markets and translate that wisdom into workable and profitable results for our clients.

      meet our

      Team Of Professionals

      Ferd LaBrunerie

      Founder

      Ferd was born and raised in St. Joseph, Missouri and graduated from Harvard in 1958. He enjoys playing tennis and reading when he is not with his three grandchildren. Ferd founded LaBrunerie Financial in 1966 and continues to contribute to its growth.

      Alex LaBrunerie

      Principal

      in liberal arts. Alex performed credit analysis for ITT Financial before he became a principal for LaBrunerie Financial Services. In 1994, Alex opened central Missouri’s only independent broker/dealer company and has successfully expanded it since. Alex serves as president of LaBrunerie Financial, which manages over $320 million in client assets.

      Alex LaBrunerie

      Principal

      in liberal arts. Alex performed credit analysis for ITT Financial before he became a principal for LaBrunerie Financial Services. In 1994, Alex opened central Missouri’s only independent broker/dealer company and has successfully expanded it since. Alex serves as president of LaBrunerie Financial, which manages over $320 million in client assets.

      Ron Schlimme, EDM

      Principal/Registered Representative

      Ron has worked with investments for over 18 years and earned his degrees from Oklahoma State and the University of Missouri. At LaBrunerie, he specializes in retirement plans for clients. He recently celebrated his 50th wedding anniversary with his wife Sarah and has resided in Columbia with her for the past 48 years. Ron enjoys traveling, fishing, and spending time with his nine grandchildren.

      Jim Marberry

      Registered Representative

      Jim is a U.S. Army veteran, serving in active duty from 1971-1974. He graduated from Southwest Missouri State University with a degree in accounting. Jim dedicates his time to his local church and in the local chapter of Ducks Unlimited. He also serves as a member of the Board of Trustees of the Missouri Baptist Foundation and the Endowment Trust Board of the Boone County Museum and Historical Society. Jim is a part of the American Institute of Certified Public Accountants and the Missouri Society of Certified Public Accountants.

      Jim Marberry

      Registered Representative

      Jim is a U.S. Army veteran, serving in active duty from 1971-1974. He graduated from Southwest Missouri State University with a degree in accounting. Jim dedicates his time to his local church and in the local chapter of Ducks Unlimited. He also serves as a member of the Board of Trustees of the Missouri Baptist Foundation and the Endowment Trust Board of the Boone County Museum and Historical Society. Jim is a part of the American Institute of Certified Public Accountants and the Missouri Society of Certified Public Accountants.

      Leann Knuth

      Principal/General Manager

      Leann excels at working with individuals to educate and assist them in reaching their financial goals. At LaBrunerie, she develops relationships with clients, while scheduling appropriate meetings and discussing financial transactions with them. She began her career at LaBrunerie in 2010. Leann graduated from MU in 2006 with a degree in international business. She is also certified to teach high school business and marketing courses. When she is not working, she spends her time with her husband, daughter, and son.

      Denise Nelson

      Investment Advisor Representative (IAR)

      Denise is a Columbia native who graduated from Rock Bridge High School and went on to study accounting at the University of Missouri, where she earned her Bachelor’s degree. After college, Denise worked as a junior auditor in the Boone County Auditor’s office before founding Accounting Plus in 1992 and moving to Kansas City where she worked as the Director of Finance for a technology company.
      Today, Denise oversees the accounting and payroll departments and manages general business operations, including marketing and growth strategies.

      Denise Nelson

      Investment Advisor Representative (IAR)

      Denise is a Columbia native who graduated from Rock Bridge High School and went on to study accounting at the University of Missouri, where she earned her Bachelor’s degree. After college, Denise worked as a junior auditor in the Boone County Auditor’s office before founding Accounting Plus in 1992 and moving to Kansas City where she worked as the Director of Finance for a technology company.
      Today, Denise oversees the accounting and payroll departments and manages general business operations, including marketing and growth strategies.

      Leslie Wilbers

      Client Service Manager

      Leslie graduated from the University of Missouri in 2012 with a bachelor’s degree in business administration, with an emphasis in management and personal financial planning. She began her career at LaBrunerie as an intern in 2009 and is now both Series 7 and 63 registered with the firm. Leslie enjoys working with clients and seeing their service request through to a satisfactory conclusion. She and her husband, Luke, and son reside in Jefferson City.

      Bret Rodabaugh

      Registered Representative / Associate Research Analyst

      Bret graduated from the University of Missouri in 2014 with a bachelor’s degree in business administration, with dual emphasis in Finance & Banking and Real Estate. Bret has resided in Columbia since beginning his continued education at MU in 2010. He began his career at LaBrunerie as an intern in 2014 and has now become a registered representative. Bret also plays a large part in research and analytics for the firm.

      Bret Rodabaugh

      Registered Representative / Associate Research Analyst

      Bret graduated from the University of Missouri in 2014 with a bachelor’s degree in business administration, with dual emphasis in Finance & Banking and Real Estate. Bret has resided in Columbia since beginning his continued education at MU in 2010. He began his career at LaBrunerie as an intern in 2014 and has now become a registered representative. Bret also plays a large part in research and analytics for the firm.

      Jake Cowan

      Registered Representative / Investment Advisor Representative (IAR)

      Jake Cowan is a Columbia native that attended the University of Arkansas. He graduated in 2017 with a bachelor’s degree in Business Administration with an emphasis on Financial Management & Investments. Jake began his career at LaBrunerie in 2016 as an intern but now is a Registered Representative & Investment Advisor Representative (IAR). In his free time, Jake enjoys golfing and spending time with his cat, Roland.

      our priority

      Building Enduring Client Relationships

      We focus our activity on making excellent financial decisions and communicating to our clients. Through our written performance reports and consistent financial analysis, you will receive a report card of your financial progress. In addition, our personal reviews will provide articulate and timely feedback on the financial markets and strategies for your individual capital. Initially, we must understand where you financially are today, where you want to be in the years to come, and also develop an understanding of your attitudes towards risk, return, and investing. During this phase, we will take an inventory of your current and future financial resources, establish your family’s financial goals, and assess your investing temperament. All of these factors will be the foundation of your ultimate investment allocation.

      Once we have established where you want to be and how best to get you there, we’ll implement your investment plan to include the appropriate asset classes, money managers, and specific securities to create an integrated portfolio. To accommodate market volatility and any changes in your life, we will employ an ongoing and systematic review process to monitor your investment portfolio, as well as the financial markets. In doing so, we can plan ahead and efficiently make the necessary adjustments to your personal portfolio plan.