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72 advisors near 63090
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Christopher A
CFA®, Series 66
Marthasville, MO
1035 Capital Management LLC
Christopher Abbott is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He has worked at Argent Capital Management and has been with 1035 Capital Management LLC since 2019. Abbott is also an adjunct professor at Lindenwood University and owns DL Financial, a firm providing back office support for financial advisors. 1035 Capital Management LLC offers discretionary portfolio management to individuals, high-net-worth clients, family offices, and institutional investors. The firm employs proprietary model strategies focused on preferred stocks and commodities, combining fundamental analysis with sector rotation and trend models to manage risk and diversification.
Kevin L
CFP®, Series 63
Washington, MO
Lang & Becker, Inc.
Kevin Lang is a CFP® professional with over 31 years of experience in financial advising. He has been with Lang & Becker, Inc. since 2006 and previously worked at Triad Advisors, LLC. In addition to his advisory role, he operates a CPA firm specializing in tax planning, preparation, and estate planning. Lang & Becker serves individual and business clients, managing approximately $98.8 million across 69 accounts. The firm offers personalized investment advisory and financial planning services, utilizing the Osaic Wealth Management platform and combining advisory services with in-house tax and accounting expertise.
Annmarie H
Series 63, Series 66
Washington, MO
Wealth Management Advisors, inc.
Annmarie Hoerr is a financial advisor with Wealth Management Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Her prior experience includes roles at Sagepoint Financial, Inc. and Sagepoint Financial LLC. Outside of advising, she is a notary public in Missouri and participates in several community organizations, including the Washington Optimist Club and Women With Purpose, a nonprofit focused on professional and personal development for women. Wealth Management Advisors, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and closely held businesses. The firm offers individualized portfolio management and financial planning, working primarily on a non-discretionary basis and utilizing both fundamental and technical analysis in its investment recommendations.
Kolby L
Series 63, Series 66
Washington, MO
Lang & Becker, Inc.
Kolby Lang is a financial advisor with Lang & Becker, Inc. in Washington, MO, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Citigroup and TDAmeritrade. Lang & Becker serves individual clients, including high net worth individuals, and businesses by providing personalized investment advisory and financial planning services. The firm manages approximately $98.8 million across about 69 accounts, utilizing the Osaic Wealth Management platform and a range of strategies from mutual funds to higher-risk investments for qualified clients.
John M
Series 63, Series 65
Labadie, MO
Vicus Capital, Inc.
John Mazzola is a financial advisor with Vicus Capital, Inc., holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Vicus Capital since 2010 and concurrently at Cetera Wealth Services, LLC since 2013, as well as West County Financial Services & Insura since 1992. Outside of his advisory roles, Mazzola serves as president of the Stonebrook Village Homeowners Association and as a board trustee for the Wilkinson Place Homeowners Association. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a mix of fundamental and technical analysis across various strategies and provides ERISA fiduciary consulting alongside a range of advisory services.
Larry B
Series 63, Series 65
Washington, MO
Cornerstone Wealth Management, LLC
Larry Bridwell is a financial advisor with Cornerstone Wealth Management, LLC in Washington, MO, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Cornerstone Wealth Management and LPL Financial since 2018 and was previously with Lincoln Financial Distributors from 2012 to 2018. Bridwell is also involved with Captain Asset Management LLC, a business entity used for tax and investment purposes. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand model and leverages LPL platform programs and technology to deliver tailored investment advice focused on continuous account supervision, asset allocation, and a mix of fundamental, quantitative, and qualitative analysis.
Blake S
Series 66
Washington, MO
Cornerstone Wealth Management, LLC
Blake Swenson is a financial advisor at Cornerstone Wealth Management, LLC with two years of industry experience. He holds a Series 66 designation and has worked at firms including Stifel Financial and LPL Financial. Prior to his advisory career, he was employed at the University of Mississippi and Westminster Christian Academy. Cornerstone Wealth Management serves individuals, trusts, pension plans, corporations, and charitable organizations by offering asset management, financial planning, and retirement consulting. The firm provides tailored investment advice through advisor-led discretionary management and a variety of LPL-sponsored programs, supported by a large team of 91 advisors and technology-driven service delivery.
Jordan F
CFP®, Series 63, Series 65
Washington, MO
Cornerstone Wealth Management, LLC
Jordan Faerber is a CFP® professional with eight years of experience in financial advising. He is currently with Cornerstone Wealth Management, LLC, where he has worked since 2020. His prior experience includes roles at LPL Financial, RubinBrown Advisors LLC, and Biermann Straatmann P.C. Outside of advising, Faerber owns a tax preparation and accounting business, Faerber Tax Services. Cornerstone Wealth Management serves individuals, trusts and estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm emphasizes tailored investment advice with continuous account supervision, combining fundamental, quantitative, and qualitative analysis, supported by a technology-driven, multi-brand platform.
Joseph C
Series 63, Series 65
St Albans, MO
Sowell Management
Joseph Corbett is a financial advisor at Sowell Management with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Octagon Financial Services for 24 years, followed by shorter tenures at Sax Wealth Advisors, LLC and Argentum Financial Collective. Sowell Management provides investment advisory and related services to a diverse client base including individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm operates through an independent contractor model, offering portfolio management, financial planning, retirement plan advisory, and support services, utilizing model portfolios and third-party platforms to implement investment strategies.
Kimberly P
Series 66
Defiance, MO
Kestra Private Wealth Services, LLC
Kimberly Peaker is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 19 years of industry experience. She previously worked at Wells Fargo Advisors from 2009 to 2018 before joining Kestra in 2018. Outside of her advisory role, she is the sole member owner of a general contracting business and serves as the fundraising coordinator for the Daniel Boone PTO. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent financial advisors. The firm serves individuals, retirement plans, charitable organizations, and businesses, offering a range of investment management, financial planning, and retirement services.
Jeffrey W
Series 63, Series 65
Washington, MO
Nbc Securities, Inc.
Jeffrey Weber is a financial advisor with NBC Securities, Inc. based in Washington, MO. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. Since 2011, he has been associated with First State Financial Management. NBC Securities provides investment management, financial planning, and brokerage services to a broad range of individual and institutional clients, including high-net-worth individuals and ERISA-qualified plans. The firm offers multiple fee-based advisory programs that combine third-party and affiliated investment management with flexible client options for discretionary and non-discretionary arrangements.
Matthew R
Series 63, Series 66
Washington, MO
Cornerstone Wealth Management, LLC
Matthew Rufkahr is a financial advisor at Cornerstone Wealth Management, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Cornerstone Wealth Management since 2015, having also worked at LPL Financial since 2002. Cornerstone Wealth Management serves individuals, including high-net-worth clients, trusts and estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm uses a combination of advisor-led discretionary management, wrap-fee programs, and LPL-sponsored platforms, emphasizing tailored investment advice through continuous account supervision and a mix of fundamental, quantitative, and qualitative analysis.
Samuel H
Series 63, Series 65
Labadie, MO
First Heartland Consultants, Inc.
Samuel Hagemann is a financial advisor with First Heartland Consultants, Inc. in Labadie, MO, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with First Heartland Capital Inc since 2015. Outside of his advisory role, he is an insurance agent owning Clark Insurance Agency, where he sells various insurance products. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for 401(k) accounts, and both wrap and non-wrap asset management through a network of independent investment adviser representatives.
Jacob B
Series 66
Washington, MO
Cornerstone Wealth Management, LLC
Jacob Bridwell is a financial advisor at Cornerstone Wealth Management, LLC with two years of industry experience. He holds the Series 66 designation and has worked at Cornerstone Wealth Management and LPL Financial since 2022. Prior to his advisory career, he was employed at the University of Missouri and held various roles outside finance, including at Racanellies Pizza and Eureka High School. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm uses a combination of advisor-led discretionary management, wrap-fee programs, and LPL-sponsored programs, employing a multi-strategy investment approach tailored to client goals.
Billy W
Series 63, Series 65
Union, MO
Benjamin F. Edwards & Company, Inc.
Billy Wisdom is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Benjamin F. Edwards since 2009. Outside of his advisory role, he is the owner of Wisdom Designs, a non-investment-related business. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a variety of advisory programs and investment strategies that include both firm-developed and third-party models with ongoing oversight and periodic review.
J D
Series 66
Villa Ridge, MO
&PARTNERS
J Delmain is a financial advisor at &Partners with 22 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for 11 years. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and private business owners. The firm offers a broad range of services such as portfolio management, financial and tax planning, estate and trust consulting, and retirement plan education, combining platform technology with proprietary and third-party strategy models to provide both discretionary and non-discretionary management.
Brett E
Series 66
Washington, MO
Benjamin F. Edwards & Company, Inc.
Brett Edwards is a financial advisor at Benjamin F. Edwards & Company, Inc. with six years of industry experience. He has been with the firm since 2014 and holds the Series 66 designation. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors managing about $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs, financial planning, and investment management services that include both firm-developed and third-party model strategies.
Joanne W
CFA®, Series 63, Series 66
Defiance, MO
Benjamin F. Edwards & Company, Inc.
Joanne Welker is a CFA® charterholder with 18 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2008. She is based in Defiance, MO, and holds Series 63 and Series 66 licenses. Outside of her advisory role, Welker is a board member and serves on the investment committee for Our Lady's Inn. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment strategies that include both firm-developed and third-party models with ongoing portfolio oversight.
Lucas J
Series 66
Union,, MO
Kestra Advisory
Lucas Johnson is a Series 66 licensed financial advisor with 11 years of industry experience. He has been with Kestra Advisory since 2017 and previously worked at National Planning Corporation. Outside of advisory services, Johnson is president of St. Jordan Creek, Incorporated, a wine production business, and provides consulting services related to divorce financial analysis and asset tracing. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm provides fiduciary consulting, plan design, and investment advice, supporting its recommendations with thorough due diligence and offering access to multiple management platforms and complex products.
Nicolas B
Series 66
Washington, MO
wealth Enhancement Advisory Services, LLC
Nicolas Boyd is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at TFB Advisors, LLC, Ameritas Advisory Services, LLC, and Ameritas Investment Company, LLC. He is also involved with Tax Favored Benefits, providing retirement plans and financial advisory services. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.
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72 advisors near 63090
Out of 400,000+ nationwide