user avatar

Christopher Ocker

Advisor at Edward Jones

Updated today

Location

Fayette, MO 65248

Credentials

Series 66

Industry experience

10 years

About

Christopher Ocker is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a range of household and corporate clients. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors, offering discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and other investment solutions under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

102 E Davis St

Fayette, MO 65248

Most active in

Missouri · Texas

Work history

Edward Jones

2016 - Present (10 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Cole H

Series 66

Fayette, MO

Convergence Financial

Cole Horstmann is a financial advisor at Convergence Financial with three years of industry experience. He holds a Series 66 designation and has previously been employed at firms including LPL Financial and Commercial Trust Bank. Outside of his advisory role, he has worked at Emmet's Kitchen and Tap for eight years. Convergence Financial is a multi-advisor registered investment adviser serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, and retirement plan sponsors. The firm offers discretionary and non-discretionary asset management, comprehensive financial planning, and retirement plan consulting, employing strategic asset allocation and fundamental analysis tailored to clients' goals and risk tolerance.

Retirement income strategy College savings (529s, UTMA, etc.) Divorce financial planning General estate planning guidance ESG / Sustainable investing Founder/Business Owner Executive Approaching retirement Mid-Career Professionals
user avatar

Dustin B

Series 66

Glasgow, MO

Alexander Capital Wealth Management LLC

Dustin Bachtel is a financial advisor at Alexander Capital Wealth Management LLC with three years of industry experience. He holds a Series 66 designation and has worked at Alexander Capital Wealth Management since 2022. Prior to this, he was associated with Chariton Valley for nine years and currently maintains roles at Arthur Morris Lifestyle Wealth Management and as a self-employed insurance producer. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients through discretionary and non-discretionary accounts, primarily via wrap-fee programs. The firm uses a combination of cyclical, technical, and fundamental analysis in its investment approach and manages approximately $212.1 million in discretionary assets.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
user avatar

Scott M

Series 66

Glasgow, MO

Alexander Capital Wealth Management LLC

Scott Morris is a financial advisor with Alexander Capital Wealth Management LLC, holding a Series 66 designation and 15 years of industry experience. He has worked at Alexander Capital LP since 2021 and International Assets Advisory LLC since 2015. Outside of his advisory role, Morris is involved in several business ventures including ownership of a coffee shop and an ice cream shop, as well as serving as president of a local nonprofit child care learning center. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients through discretionary and non-discretionary accounts, primarily via wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis with both long- and short-term trading strategies, managing approximately $212.1 million in discretionary assets.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
user avatar

Quin G

Series 66

Boonville, MO

Money Concepts Capital Corp

Quin Gentry is a financial advisor with Money Concepts Capital Corp holding a Series 66 designation and approximately one year of experience. Prior to his current role, he worked briefly at Synergy Wealth Solutions and was a student at the University of Missouri. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm manages around $4.07 billion in client assets through a large network of advisors, employing model-driven and asset-allocation strategies with both discretionary and non-discretionary program options.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
user avatar

William R

Series 63, Series 65

Boonville, MO

Money Concepts Capital Corp

William Rapp is a financial advisor with Money Concepts Capital Corp in Boonville, MO, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has worked at Money Concepts since 2018 and previously at Signator Investors, Inc. and Safeco Investment Services, Inc. Rapp is also involved in the sale of health, dental, and group benefits through Naught Naught Agency, a business he has operated since 1998. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm utilizes a variety of managed programs and combines model portfolios, IAR-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis along with modern portfolio theory.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
user avatar

Matthew P

Series 63, Series 66

Boonville, MO

Edward Jones

Matthew Peiter is a financial advisor at Edward Jones in Boonville, MO, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")