Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
26 years
Location
Boonville, MO 65233
Edward Jones
Institution
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.
Based on Edward Jones
Based on Edward Jones
$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)
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.
Boonville, MO Main
215 Main
Boonville MO 65233
Advisors at this office
1
Missouri · Texas
26 years of industry experience
Edward Jones
2000 - Present • 26 years
St Louis, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Fayette, MO
Commercial Trust Financial Services
Cameron Byrd is a financial advisor at Commercial Trust Financial Services with 13 years of industry experience. He holds the Series 66 designation and has held roles at firms including Convergence Financial, LLC, LPL Financial, LLC, and Waddell & Reed, Inc. Byrd also provides investment advisory services through Convergence Financial, LLC, an independent registered investment advisor. Commercial Trust Financial Services offers discretionary portfolio management through a wrap fee program and LPL-sponsored advisory platforms, serving individuals, high-net-worth clients, charitable organizations, and corporations. The firm emphasizes documented client goals and risk tolerance, pursuing long-term trading with fundamental and cyclical analysis alongside modern portfolio theory.
Series 63, Series 65
Fayette, MO
Commercial Trust Financial Services
Brian Sullivan is a financial advisor at Commercial Trust Financial Services with credentials including Series 63 and Series 65 licenses and over 20 years of industry experience. His prior roles include positions at Ivy Distributors, Inc., Delaware Distributors, L.P., and Waddell & Reed, Inc. He is based in Fayette, Missouri. Commercial Trust Financial Services provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, charitable organizations, and corporations. The firm follows a long-term investment approach using fundamental and cyclical analysis, focusing on a defined set of investment types and offering ongoing portfolio monitoring.
Series 66
Fayette, MO
Commercial Trust Financial Services
Cole Horstmann is a financial advisor at Commercial Trust Financial Services with four years of industry experience and holds a Series 66 designation. Prior to joining Commercial Trust Financial Services in 2026, he worked at Convergence Financial and LPL Financial. Outside of advising, he has experience in the hospitality industry with Emmet's Kitchen and Tap. Commercial Trust Financial Services offers discretionary portfolio management for individuals, high-net-worth clients, charitable organizations, and corporations, utilizing fundamental and cyclical analysis alongside modern portfolio theory. The firm manages portfolios through a wrap fee program and LPL-sponsored platforms, emphasizing long-term investment strategies and a defined set of investment types.
Series 66
Fayette, MO
Commercial Trust Financial Services
Austin Francis is a financial advisor at Commercial Trust Financial Services with one year of industry experience. He holds a Series 66 designation and previously worked at Veterans United Home Loans and Widhalm Construction LLC. Commercial Trust Financial Services provides discretionary portfolio management and investment advice to individuals, high-net-worth clients, charitable organizations, and corporations. The firm employs a long-term trading approach based on fundamental and cyclical analysis, offering a limited selection of investment types and overseeing portfolio monitoring as the sole portfolio manager of its wrap fee program.
Series 63, Series 66
Fayette, MO
Commercial Trust Financial Services
Kyle Elliott is a financial advisor with Commercial Trust Financial Services, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Commercial Trust Company since 1992 and has held roles at LPL Financial, Convergence Financial, LLC, and Good Life Advisors, LLC. Elliott also has experience overseeing trust department management and is a licensed notary. Commercial Trust Financial Services provides discretionary portfolio management primarily through a wrap fee program and LPL-sponsored platforms. The firm serves individuals, high-net-worth clients, charitable organizations, and corporations, focusing on tailored, long-term investment strategies using fundamental and cyclical analysis alongside modern portfolio theory.
Series 66
Fayette, MO
Commercial Trust Financial Services
Jeffrey Kenney is a financial advisor at Commercial Trust Financial Services with one year of industry experience. He holds a Series 66 designation and previously worked at Convergence Financial and LPL Financial LLC. Outside of advisory roles, he provides administrative support to an independent investment advisory firm. Commercial Trust Financial Services offers discretionary portfolio management, serving individuals, high-net-worth clients, charitable organizations, and corporations. The firm emphasizes long-term trading based on fundamental and cyclical analysis within a defined set of investment types and acts as both wrap fee sponsor and sole portfolio manager for its programs.
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