Jerry Michael Bagby

Current Employers

Employment History

• 11/1993 → 10/2021
  Bagby Financial Services, Inc.
  Dexter, MO
• 06/1994 → Present
  Bagby Investment Consultants
  Dexter, MO
• 10/2021 → 12/2021
  Bagby Financial Services, Inc.
  Remsenburg, NY

Previous Registrations

• 2000-09-19 → 2013-01-28
  Lpl Financial Llc
  Dexter, MO

Other Businesses

1. Bagby and Bagby Real Estate. My Father's Trust and Mother's Trust and my revocable trust own the office building located at 302 N. Walnut, Dexter, Missouri, and rent it to Bagby Investment Consultants, LLC dba Bagby Wealth Management. This business started in 1987 and the rental began in that year. The office is the only real estate owned by Bagby and Bagby Real Estate. I spend less than 1% of my time during trading hours on this business. My duties are as owner and since this building has been rented for almost thirty years there are very few duties to perform to manage this business. 2. 11/27/2013 was the beginning of Timely Equipment Rental, LLC. This LLC owns an airplane and rents it out to customers. I am the Manager and I spend less than 1% of my trading hours time managing and operating this business. The address of Timely Rentals is 302 N. Walnut, Dexter, Missouri. 3. Bagby Office Park LLC is a real estate LLC. The LLC owns one track of real estate that is vacant but should have a street address of 206 North Walnut, Dexter, Missouri. I am the Manager and spend less than one percent of my trading time on this business. I have spent many off duty hours over the past two years planning for the construction of a office building campus on this property. 4. I am trustee for three family related trusts. The first is my personal Revocable Trust. This trust was created on February 20, 1997 and has a mailing address of 712 Shelton, Dexter Missouri. I am the sole trustee of this trust. I am Co-Trustee for two other family trusts: The Cathy Elaine Bagby Generation Skipping Trust under the Fred A. Owens Revocable Trust Number One dtd 6/20/1991 and The Cathy Elaine Bagby Generation Skipping Trust under the Wilma J. Owens Revocable Trust Number One dtd 6/20/1991. My association as Co-Trustee started with the Fred Owens trust on October 4, 2000 and as Co-Trustee on the Wilma Owens trust on March 31, 2007. My activities as Co-Trustee for both Trusts are currently very little. I do not spent any time on these two trusts during trading hours, as Trustee. Although not directly investment related, two of these trusts are indirectly related to investments. My personal revocable trust owns 10% of Bagby Investment Consultants and the Wilma Owens Trust owns the other 90% of Bagby Investment Consultants. Since I am also the Manager of Bagby Investment Consultants there is little activity for me to conduct as the Trustee for Bagby Investment Consultants.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-09-26
• S63 Uniform Securities Agent State Law Examination
  1983-11-18

Other Names

• Mike Bagby