• Clayton Bentzen

    Clayton Bentzen

    Financial Advisor
    401 N. Maguire
    Warrenburg, MO 64093
    Office: 660.429.2101, extension 5959
    Email: clayton.bentzen@investfinancial.com 

    Clayton's Biography:

    Clayton understands that every investor has different reasons to invest, depending on their life stage and personal financial goals. Are you planning for retirement? Funding a child or grandchild’s education? With life’s uncertainties and so many investment options to consider, a good course of action is come up with a plan.

    Clayton will help you develop and implement a plan that encompasses your total financial picture; current financial situation, short- and long-term goals, tolerance for risk and time to invest. While the process can seem complex, Clayton tries to keep it simple for his clients. With his assistance, you will;

    • Assess your current financial standing; income, expenses, net worth, etc.
    • Define and prioritize your short- and long-goals
    • Determine you investment preferences, tolerance for risk and time to invest 

    Once these baselines are established Clayton will;

    • Present a personal financial plan for consideration and fine-tuning
    • Implement the investment strategy
    • Periodically invite you to review the plan’s progress and make adjustments due to changing economic conditions or personal circumstance

    A life-long Mid-Missouri resident, Clayton graduated from Westminster College with a degree in Business Finance. Outside the office, he enjoys spending time with his family, playing golf and being actively involved in the community.

    Start your journey to financial independence. Call, email or stop by Clayton’s office to schedule a no-obligation financial review

  • Registered representative of INVEST Financial Corporation, member FINRAicon-External-Link  /SIPC icon-External-Link. INVEST and its affiliated insurance agencies offer securities, advisory services, and certain insurance products and are not affiliated with any other entities named. Products and services offered through INVEST *Are not FDIC insured *are not guaranteed by any Bank* may lose value.

    This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

    INVEST Financial Corporation's Privacy Policyicon-External-Link

    Important Consumer Information:
    This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;

    1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.
    2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) affecting, or attempting to affect, transactions in securities; or (b) rendering personalized investment advice for compensation.

     

    INVEST Financial Corporation's Privacy Policyicon-External-Link

    http://finra.complinet.com  icon-External-Link

    http://www.msrb.org/Rules-and-Interpretations.aspx icon-External-Link

  • 106694