JB
John Bright
Financial Advisor, Director Of Financial Planning at The Opus
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Work Experience
Financial Advisor, Director Of Financial Planning
Apr 2024 - Present · 8 months
Licensed Financial Planning Coordinator
Feb 2022 - Dec 2023 · 1 years and 10 months
Field Compensation Accounting Support
Nov 2016 - Jan 2022 · 5 years and 2 months
Company Details
2-10 Employees
The Mission of The Opus Group is to be a wealth management office whose ethos of craftsmanship resides in the value we bring our members through simplicity, due diligence, and care. Our stringent code of ethics places the client’s needs above all others and demands uncompromising integrity in every aspect of our business conduct. Our business is that of relationships and ensuring every member is treated in an ethical manner. Our Vision is to capture all the essential elements of building a great, enduring company. It is our mission now to ensure that this vision is more than a document, and that it acts as an active beacon that inspires and guides us in all we do. The Opus Group operates under a core set of values to include integrity, client focus, commitment to excellence, open communication, teamwork, and constant improvement of policies and procedures. All of this is done to achieve one core purpose: To help our clients achieve the confidence they need to devote more time and attention to what is truly important to them. 1064545-00002-00 Offering financial planning and investment advisory services and programs through Pruco, doing business as Prudential Financial Planning Services (PFPS), pursuant to a separate client agreement. Insurance and securities products and services are offered through a registered representative of Pruco, and an agent of issuing insurance companies. Please see additional disclosures here >> http://bit.ly/FBDisclosures "Prudential Advisors” is a brand name of The Prudential Insurance Company of America and its subsidiaries. Life insurance and annuities are issued by The Prudential Insurance Company of America, Newark, NJ, and its affiliates. All are Prudential Financial companies, and each is solely responsible for its own financial condition and contractual obligations. The availability of other products varies by carrier and state. Prudential is an Equal Opportunity Employer (disability/veteran). 1062171-00001-00
Year Founded
2011
Social Media
Linkedin
Industry
Financial Services
HQ Location
235 Main St Platte City, MO 64079, US
Keywords
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