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Samuel S

Series 63, Series 66

White Bear, MN

Greenup Wealth

Sam Schuette is a seasoned wealth advisor with over two decades of experience helping individuals and families plan for financial security and life milestones. As Vice President and Wealth Advisor at GreenUp Wealth Management, Sam works with clients to develop financial strategies tailored to their goals — including retirement planning, investment guidance, and overall wealth management.  Before joining GreenUp, Sam spent more than a decade at Scottrade, Inc., where he built strong client relationships and led teams of investment professionals. He also served in financial advisory and wealth planning roles at several other firms, bringing a depth of practical experience across markets, financial planning disciplines, and client service.  Sam holds a Bachelor of Science in Agriculture & Food Business Management with a focus in Finance from the University of Minnesota. Outside of work, he enjoys time with his family, outdoor activities, and community engagement.

Wealth management General retirement planning Income planning General tax planning General estate planning guidance Retired Executive Founder/Business Owner Self-Employed Consultant Approaching retirement Retired Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

13 advisors near 63801

Out of 400,000+ nationwide

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Daniel H

Series 63, Series 65

Sikeston, MO

NWF Advisory Services Inc

Daniel Heironimus is an investment advisor representative at NWF Advisory Services Inc with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Transamerica Financial Advisors, Independent Financial Group, and The Ameriflex Group. He serves on the board of directors for Christ Methodist Church in Sikeston, MO. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, trust and estate services, and both wrap and non-wrap account programs. The firm operates an open-architecture Wealth Management Platform featuring advisor-managed and third-party model portfolios, emphasizing strategic long-term investing alongside tactical strategies.

Wealth management Active portfolio management
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Steven A

CFP®, Series 66

Sikeston, MO

NWF Advisory Services Inc

Steven Addison is a CFP® with 20 years of industry experience, currently serving as an Investment Advisor Representative and branch manager at NWF Advisory Services Inc. He has worked at firms including Transamerica Financial Advisors, Inc., Signator Investors, Inc., and Independent Financial Group, LLC. Outside of his advisory role, he is a partner in A.M. Financial Group, a limited liability company involved in marketing and business operations. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering a range of wrap and non-wrap account programs through an open-architecture Wealth Management Platform that integrates third-party model portfolios and strategic long-term investing approaches.

Wealth management Active portfolio management
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Hunter C

CFP®, Series 66

Sikeston, MO

NWF Advisory Services Inc

Hunter Crowley is a CFP® with five years of industry experience, currently serving as an Investment Advisor Representative at NWF Advisory Services Inc. He has held roles at firms including Independent Financial Group, SagePoint Financial, and Schumacher Financial Services. Outside of his advisory work, Crowley is active in community organizations, serving on several nonprofit boards such as the YMCA, Missouri Delta Medical Center Foundation, and Kenny Rogers Children's Center. NWF Advisory Services Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering both wrap and non-wrap account programs. The firm operates an open-architecture wealth management platform that combines advisor-managed and third-party model portfolios, emphasizing strategic long-term investing alongside tactical strategies.

Wealth management Active portfolio management
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Ryan M

Series 66

Sikeston, MO

NWF Advisory Services Inc

Ryan Merideth is a financial advisor with NWF Advisory Services Inc. and holds a Series 66 designation. He has 18 years of industry experience, including prior roles at Transamerica Financial Advisors, Independent Financial Group, and SagePoint Financial. Outside of his advisory work, Merideth serves on the boards of directors for the Sikeston Rodeo Museum and the Sikeston Convention and Visitors Bureau, both nonprofit organizations focused on community development and tourism. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting and trust and estate services. The firm manages approximately $3.82 billion in assets and operates an open-architecture Wealth Management Platform that emphasizes strategic long-term investing with access to various third-party models and solutions.

Wealth management Active portfolio management
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Jared S

Series 63, Series 66

Sikeston, MO

Edward Jones

Jared Straton is a financial advisor at Edward Jones with 24 years of industry experience. He has been with Edward Jones since 2004 and holds Series 63 and Series 66 securities licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a national network of over 23,700 advisors.

Charitable giving & philanthropy General estate planning guidance Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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Eric W

Series 63, Series 66

Sikeston, MO

Raymond James Financial

Eric Wooden is a financial advisor with Raymond James Financial in Sikeston, MO, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1997 and has operated his own entities, Eric Wooden LLC and WKW LLC, primarily for payroll purposes. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, pension plans, charitable organizations, corporations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing a range of implementation options and supported by an extensive affiliate network.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Bart G

Series 63, Series 65

Sikeston, MO

LPL Financial

Bart Grant is a financial advisor with LPL Financial in Sikeston, MO, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Linsco/Private Ledger Corp., now part of LPL Financial, since 2007. Grant operates a DBA under Grant Financial Management in Sikeston. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and combines advisory services with a range of non-advisory financial products.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Justin T

Series 66

Sikeston, MO

Edward Jones

Justin Taylor is a financial advisor with Edward Jones in Sikeston, Missouri, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management General estate planning guidance Founder/Business Owner Intergenerational Families
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Robert C

Series 66

Sikeston, MO

Cetera

Robert Clay is a financial advisor with Cetera, holding a Series 66 designation and 23 years of industry experience. His career includes roles at multiple firms, including Clay, Showmaker & Clay, LLP and Montgomery Bank, where he serves as a director on the bank board. Outside of financial advising, he is co-owner of a CPA practice and president of a wholesale jewelry and wristbands company. Cetera Investment Advisers supports a diverse client base through a large network of independent advisors, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan services. The firm combines retirement and fiduciary capabilities with a broad institutional platform, providing access to model portfolios, third-party managers, and multiple program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Morgan W

Series 66

Sikeston, MO

Raymond James Financial

Morgan Williams is a financial advisor at Raymond James Financial Services, Inc. with six years of industry experience. He holds the Series 66 designation and has worked at Focus Bank and WKW LLC. Williams is also the owner of Morgan K. Williams LLC, where he provides financial advisory services. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored financial plans.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Michael P

CFP®, Series 63, Series 65

Sikeston, MO

LPL Financial

Michael Parker is a CFP®-designated financial advisor with LPL Financial, based in Sikeston, MO, and has 40 years of industry experience. He has been associated with Linsco Private Ledger since 2004. In addition to his advisory role, he is involved with outside sales of non-variable insurance. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a variety of investment solutions, combining large-scale advisory operations with a broad range of financial products.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Michael C

Series 66

Sikeston, MO

Cetera

Michael Conway is a financial advisor with Cetera, holding a Series 66 designation and over 23 years of industry experience. He is currently co-owner of Conway and Clay, LLC, a CPA practice providing tax, accounting, and bookkeeping services. Conway also serves as secretary for the Bloomfield Assistance League of the Missouri Veterans Cemetery, a charitable organization. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, combining retirement and institutional capabilities uncommon for a firm of its size.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Gregory K

Series 63, Series 66

Sikeston, MO

Raymond James Financial

Gregory Krokstrom is a financial advisor with Raymond James Financial in Sikeston, MO, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has worked with Raymond James Financial Services, Inc. since 1996 and operates his own support company, Greg K Krokstrom LLC. He is also involved as a trustee and personal representative for family-related financial matters. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations supported by firm research and a broad affiliate network.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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