Uncategorized - 49 Financial

- March 11, 2024

We’re Great Place to Work Certified!

We’re thrilled to announce that 49 has been certified as a Great Place to Work again, going on 4 years of being certified! It means

- September 5, 2023

Faces of 49: NW Arkansas Financial Professional, Parker Teague

Say hello to Parker Teague, at 49 Financial in our NW Arkansas office. Parker has been with our company for a few years and

- August 21, 2023

Faces of 49: Atlanta Financial Professional, Cole McKelvey

We had the chance to sit down with Cole McKelvey, one of our financial professionals at 49 Financial in Atlanta and hear more about

- August 11, 2023

Faces of 49: Austin Financial Professional, Jacob Roos

At 49 Financial, our financial advisors utilize their expertise to guide clients toward their financial goals. Jacob Roos, a dedicated financial professional in our

- August 4, 2023

Faces of 49: NW Arkansas Financial Professional, Luke Heiligenthal

Luke Heiligenthal, an Arkansas-based financial professional, has found his calling in guiding families toward financial clarity and helping them achieve their dreams. He is

- June 7, 2023

Choosing Entrepreneurship at a Young Age with Founder & CEO Travis Penfield

Is it wise to start your career as an entrepreneur, or should you choose a more predictable path? Our CEO Travis Penfield shares his

- June 6, 2023

Maximizing Your College Experience with Jeff Pickering

How can you make the most of your college opportunities like jobs, internships, and other programs? Our guest Jeff Pickering has extensive experience work

- May 30, 2023

Faces of 49: Atlanta Advisor, Caleb Borders

At 49 Financial, we pride ourselves on the talent and commitment of our team. One of our standout advisors is Caleb Borders, based in

- May 24, 2023

Prioritizing Growth in Your First Job with Dr. Meg Jay

On this episode we are joined by Dr. Meg Jay, who is breaking down why it’s important to choose a job after school that

- May 22, 2023

Faces of 49: Austin Advisor, Hayden Baker

Today, we want to highlight one of our advisors, Hayden Baker, who works in our Austin office. Hayden’s dedication to his clients and his

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This site is published for residents of the United States only. Investment Advisor Representatives of 49WM may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the 49WM Compliance Department at (512)387-0495.

These materials have been independently produced by 49 Financial. 49 Financial is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. 49 Financial provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.