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
21 years
Location
Manchester, MO 63021
The Yanker Group
Team
Total advisors
5Clients per advisor
94 HighAvg AUM per client
$617,753 LowHNW client ratio
44% HighStephen Tichacek is a financial advisor with The Yanker Group in Manchester, Missouri, holding Series 63 and Series 66 credentials and 21 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC, and has been with The Yanker Group and LPL Financial LLC since 2023. The Yanker Group is a small team providing fee-based discretionary and non-discretionary investment advisory services to individual, high-net-worth, corporate, and retirement plan clients. The firm employs a range of custodial and program platforms through LPL Financial and utilizes diverse investment vehicles, with portfolio oversight involving fundamental, technical, and cyclical analysis alongside Modern Portfolio Theory.
Based on The Yanker Group
Fixed financial planning fees generally range from $200 to $15,000 depending on complexity
$10,000 - $499,999: 1.10% $500,000 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.90% $2,000,000 - $5,000,000: 0.75% $5,000,000 - $10,000,000: 0.65% $10,000,000 - Plus: 0.50%
Commissions charged by LPL Financial for brokerage transactions; no advisory fees charged on commission products
Hourly consulting fees range from $200 to $400 per hour, may exceed $400 with approval
Account minimum: $10,000 Fee-only: Hourly fees range from $200 to $400 per hour; fixed fees range from $200 to $15,000 depending on complexity
Manchester, MO
13611 Barrett Office Dr., Ste. 100
Manchester MO 63021
Advisors at this office
5
Missouri
21 years of industry experience
The Yanker Group
2023 - Present • 3 years
Manchester, MO
LPL Financial LLC
2023 - Present • 3 years
Manchester, MO
Unemployed
2022 - 2023 • 1 year
St. Louis, MO
Wells Fargo Clearing
2016 - 2022 • 6 years
St. Louis, MO
Wells Fargo Advisors, LLc
2016 - 2016 • 1 year
St. Louis, MO
Scottrade Investment management
2016 - 2016 • 1 year
Saint Louis, MO
Wells Fargo Advisors
2013 - 2014 • 1 year
St. Louis, MO
Wells Fargo Clearing
2010 - 2014 • 4 years
St. Louis, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not 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.
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.
Verified by Warmer
CFP®, CRPC®, EA
Kirkwood, MO
Mayfair Financial, LLC
Meet Joe Petry, Ph.D., CFP®, EA, CRPC®— Passionate hooper, hiker, and dog lover who founded Mayfair Financial. -Ph.D. in Economics and a Master's in Personal Financial Planning. -Extensive academic and professional background in teaching finance and economics at renowned institutions. -Certified Financial Planner™ and Chartered Retirement Planning Counselor®. -Has received awards for his volunteerism and leadership. -He believes in the power of random acts of kindness to make the world a better place. Fun Fact: Joe and his neighbors are now novice beekeepers.
Verified by Warmer
CFP®, Series 63
St. Louis, MO
Trinity Wealth Advisors LLC
Alan Smith is a CFP® with 39 years of industry experience, currently serving at Trinity Wealth Advisors LLC in St. Louis, MO. He has worked at Trinity Wealth Advisors since 1998 and owns Business Owner Strategies, Inc. Additionally, he is an independent representative for Growth Management Group / Stryde Savings, providing tax and cost-saving strategies for privately held companies. Trinity Wealth Advisors is an SEC-registered investment adviser serving individuals, high-net-worth families, retirement plans, and businesses. The firm employs a values-based “Return on Life” planning approach and typically uses outside institutional managers and sub-advisors to implement client portfolios.
Verified by Warmer
Series 66, Series 7, JD
Chesterfield, MO
Ameriprise
Richard Espenschied is a financial advisor at Ameriprise with Series 66, Series 7, and APMA(R) designations. Before joining Ameriprise in 2025, he worked at Anheuser-Busch for nine years in economics and strategy. Ameriprise offers a retirement-income planning service designed for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.
CFP®, Series 65
Saint Charles, MO
Fidelis Financial Planning, LLC
Jeffrey Laughlin is a CFP® with 17 years of industry experience and has been with Fidelis Financial Planning, LLC since 2011. He holds a Series 65 license and is based in Saint Charles, MO. Outside of his advisory role, he is the owner and managing member of a non-investment related real estate entity. Fidelis Financial Planning serves middle-income and high-net-worth individuals, as well as various institutional clients, offering integrated financial planning and discretionary portfolio management. The firm employs a structured investment approach grounded in academic research, focusing on broadly diversified, low-cost funds and ETFs.
Series 65, Series 66
Clayton, MO
Virtual Investment Planning LLC
Jahanguir Azodi is the principal of Virtual Investment Planning LLC and holds Series 65 and Series 66 licenses with 28 years of industry experience. He previously worked at Aspire Wealth Management, Berthel Fisher & Company Financial Services, and America's Financial Center, among others. Azodi also operates America's Financial Center, a wealth management and tax services firm, and is an author of a book related to accounting and tax services. Virtual Investment Planning LLC provides wealth management, discretionary portfolio management, financial planning, and retirement account advice to individuals, high-net-worth clients, and businesses. The firm manages approximately $23.7 million across about 102 clients, utilizing a long-term-focused investment process that combines fundamental and technical analysis, employing diversified mutual funds, ETFs, individual stocks and bonds, and insurance consulting through affiliated businesses.
Series 65
Fenton, MO
Midwest Investment Advisors, LLC
Bruce Krieg is a financial advisor at Midwest Investment Advisors, LLC, holding a Series 65 designation and bringing 16 years of industry experience. He has been with Midwest Investment Advisors since 2010 and also has a long tenure at Kriegl Lohbeck & Co dating back to 1992. Midwest Investment Advisors is a single-advisor independent firm that provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, and business entities, including pension and profit-sharing plans. The firm employs multiple analytical methods and a broad range of investment instruments, with a client mix that uniquely includes corporate and institutional-type accounts.
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