Carrie Busse, Financial Advisor in Chillicothe, MO
As the only independent financial advisor in Chillicothe, MO carrying the Lockridge name, I take every client relationship as personally as the legacy this firm was built on, because my family's reputation in this community is part of what I bring to every conversation.
Two Decades of Sitting Across the Table From Real People With Real Financial Lives
I've been a financial advisor in Chillicothe for over 23 years. In that time, I've helped clients build their first investment accounts, roll over 401(k)s from jobs they left behind, plan retirement income for a day they could finally picture, and set up college savings for grandchildren who weren't born yet when we started working together.
The clients I serve today include people whose parents worked with my father. That kind of continuity doesn't come from a brand. It comes from a practice built on personal accountability, decade after decade, in the same community.
What Most New Clients Want to Know Before the First Call
Is Carrie Busse a licensed financial advisor in Chillicothe, Missouri?
Yes. Carrie Busse is a licensed Investment Advisor Representative operating through Lombard Advisers, based in Chillicothe, MO. She has maintained active advisory licensing for over 23 years.
Who is the financial advisor at Lockridge Legacy Financial?
Lockridge Legacy is owned by Carrie Busse who is the firm's licensed Investment Advisor Representative. Clients work directly with Carrie and her customer service specialist Brennon. There are no account handoffs, no call centers, and no rotating staff. Learn more about Brennon on his profile page.
Is Lockridge Legacy a woman-led financial advisory firm in Missouri?
Yes. Carrie Busse is the owner of Lockridge Legacy Financial Services, an independently operated, family-owned practice based in Chillicothe, Missouri. She leads the firm day to day, including client relationships, advisory services, and practice management.
What states is Carrie Busse licensed to advise in?
Carrie holds active multi-state licensing that includes Missouri, California, Arizona, and Texas, along with additional states. Full licensing details and registration history are available through FINRA BrokerCheck.
To confirm whether she currently holds an active license in your specific state or is willing to obtain one, call the office at 660-240-9191.