Southern Missouri Investments celebrates one year anniversary of Mtn. Grove location - Mountain Grove News-Journal : Business

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Southern Missouri Investments celebrates one year anniversary of Mtn. Grove location

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Posted: Tuesday, May 29, 2012 2:36 pm

Southern Missouri Investments celebrated its one-year anniversary of the company’s Mountain Grove location. Scott Carlson, Regional Vice President of Woodbury Financial, announced that Southern Missouri Investments is now the largest independent financial advisory firm in Southern Missouri and the largest retirement firm in the Midwest region for Woodbury Financial based on asset under management. Carlson also announced that Jim Bukowsky of Southern Missouri Investments was honored by the Million Dollar Round Table for the second year in a row. “We have been thrilled with the growth we have seen with Southern Missouri Investments,” Carlson said. “Jim Bukowsky and Angie Dobson have done a tremendous job with the opening of their Mountain Grove office.”

“I am thrilled and humbled with the recognition of our accomplishments and the success of our Mountain Grove office,” Bukowsky said. “I believe that our success is directly related to our level of support, focus and communications with our clients. I truly attribute our growth to those three fundamentals. Our company motto is ‘investing based on you’ and we truly mean what we say. Every client and their investments are treated individually.”

Bukowsky has more than 34 years of experience in business and the financial services industry.

He holds a BSBA, MBA, CRPC designation as well as Series 7, Series 66 with Life Insurance designations and licenses. Jim attained both his undergraduate and MBA degrees from Saint Louis University majoring in Finance and Marketing. He completed advanced studies at the Cannon Financial Institute in South Carolina, Foundations of Financial Leadership in North Carolina, College of Financial Planning in Denver, Merrill Lynch Investment Advisors Institute in New York City and the AG Edwards Financial Advisor Institute in Saint Louis. Bukowsky is also an investment adviser representative.

Jim is a member of the Mountain Grove Lions Club, the Cabool Kiwanis Club and sits on the Board of Directors for Kids First of the Ozarks.

The Southern Missouri Investments Mountain Grove office is managed by Angie Dobson, Vice President of Operations. Dobson is also responsible for company operation in Houston, Cape Girardeau and Jefferson City. Angie and her husband Kevin reside in Mountain Grove with their sons Austin and Ryan. She is a member of the Wright County Emergency Management Team, a volunteer for the Wright County Back to School Fair, Founder and Board President of Kids First of the Ozarks, member of the Mountain Grove Booster Club, member of the Cabool Kiwanis Club and on the Board of Directors for the Cabool Chamber of Commerce.

Southern Missouri Investments is located at 922 North Main Street in Mountain Grove . Their contact phone number is 417-926-6100 and the company website is somoinvest.com.

The firm’s securities and investment advisory services offered through Woodbury Financial Services Inc. Member FINRA, SIPC and Registered Investment Adviser. Southern Missouri Financial and Woodbury Financial Services, Inc. are not affiliated entities.

Woodbury Financial Services, Inc., is winner of Investment Adviser magazine’s 2011, 2009 and 2006 Division IV Broker/Dealer of the Year award. They operate as a broker/dealer with more than 1,500 independent representatives nationwide and 250 home office employees.