
Physical Address
1860 Bagnell Dam Blvd., Second Floor
Lake Ozark, MO 65049
Mailing Address
PO Box 207
Osage Beach, MO 65065
Phone: (573) 302-2474
Hours: 8:00 a.m. to 5:00 p.m.
Talk to a Member of Our Team
Meet Our Lake Ozark Team
Bart Schulte, MBA, CWS®
Senior Vice President & Portfolio Manager
Trenny Garrett, J.D., CTFA
Executive Vice President & Lake Ozark Market Executive