Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
David R
Series 63, Series 65, Series 66
St. Louis, MO
Wells Fargo Advisors
David Renken is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has worked at firms including Scottrade/TD Ameritrade and Hightower Securities. Outside of his advisory role, he works as a merchandise associate at Marshalls Department Store in St. Louis. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, offering tailored recommendations supported by Wells Fargo research and planning tools. The firm integrates advisory services with other financial products and referral channels to provide comprehensive financial solutions.
Matthew F
CFP®, Series 63, Series 66
St. Louis, MO
Wells Fargo Advisors
Matthew Feldhaus is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors in St. Louis, MO. He has been with Wells Fargo entities since 2015, including nearly a decade at Wells Fargo Clearing. Outside of his advisory role, he is involved in community governance as a member of the Highlands of Chesterfield Highland Valley Homeowners Association. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with a focus on tailored client recommendations delivered through both meetings and written summaries.
Courtenay S
Series 63, Series 65
St. Louis, MO
Wells Fargo Advisors
Courtenay Spencer is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has prior experience at Principal Securities, Principal Life Insurance, LPL Financial, and Mass Mutual Investors Services. Spencer holds a real estate license in North Carolina, though she does not engage in related activities. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.
Ryan M
Series 66
St. Louis, MO
Wells Fargo Advisors
Ryan Meyler is a financial advisor with Wells Fargo Advisors in Collinsville, Illinois, holding a Series 66 designation and 12 years of industry experience. He has been with Wells Fargo in various capacities since 2013. Wells Fargo Advisors is a large institutional firm serving a broad client base with a comprehensive range of investment products and services.
Aerien C
Series 63, Series 65
St. Louis, MO
Wells Fargo Advisors
Aerien Connelley is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses. Connelley has been with Wells Fargo Clearing Services since 2026 and previously worked at MyMedic for six years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including cash-flow, retirement, education, and niche services that require specific credentials.
Dzenana P
Series 66
St. Louis, MO
Wells Fargo Advisors
Dzenana Palalija is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo since 2015, including time at Wells Fargo Clearing. Wells Fargo Advisors is a large institutional firm serving a broad client base with a range of investment services.
Jennifer H
Series 66
St. Louis, MO
Wells Fargo Advisors
Jennifer Henderson is a Series 66 licensed financial advisor with Wells Fargo Advisors in St. Louis, Missouri. She has 20 years of industry experience, including 12 years with Wells Fargo Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a wide range of planning services tailored to clients who meet a net-worth threshold, using proprietary research and planning tools.
Christopher L
Series 63, Series 66
St. Louis, MO
Wells Fargo Advisors
Christopher Lindenbusch is a financial advisor with Wells Fargo Clearing in Manchester, MO, holding Series 63 and Series 66 credentials and 11 years of industry experience. His prior roles include positions at Farmers Financial Solutions and Farmers Insurance. He has been with Wells Fargo Clearing and DiSys since 2019. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.
Keven S
Series 63, Series 66
St. Louis, MO
Wells Fargo Advisors
Keven Sheehy is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 credentials and having five years of industry experience. His prior work includes roles at Walgreens Boots Alliance, Us Tech Solutions, and Best Buy. Outside of his financial advisory work, he is a content creator on the video streaming platform Twitch. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services utilizing its research and planning tools, with advisory services integrated alongside various financial products and referral channels.
Jill A
Series 66
St. Louis, MO
Wells Fargo Advisors
Jill Anderson is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 credential and 19 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is an institutional firm with over 2,200 advisors, serving a broad client base with a comprehensive range of investment services.
Jeffrey T
Series 66
St. Louis, MO
Wells Fargo Advisors
Jeffrey Thomason is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. He serves as co-trustee of a family irrevocable trust involved in estate planning. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.
Matthew M
Series 66
St. Louis, MO
Wells Fargo Advisors
Matthew Miller is a financial advisor with Wells Fargo Advisors in Maryville, Illinois, holding a Series 66 designation and 10 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and at Wells Fargo Advisors from 2014 to 2016. Outside of advising, he is involved with JH Choppers & Machine, a marketing and parts design business. Wells Fargo Advisors is an institutional firm with over 2,200 advisors, offering a range of investment services to individuals and institutions.
Joey H
Series 66
St. Louis, MO
Wells Fargo Advisors
Joey Huynh is a financial advisor with Wells Fargo Advisors in Maryland Heights, MO, holding a Series 66 designation and 11 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors, LLC from 2014 to 2016. Outside of his advisory role, Huynh works as a fitness instructor at F45 Training in Chesterfield. Wells Fargo Advisors is an institutional firm with over 2,200 advisors, serving a broad range of clients with comprehensive investment services.
Timothy M
Series 66
St. Louis, MO
Wells Fargo Advisors
Timothy Mccalla is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 13 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at WELLS FARGO Advisors, LLC from 2007 to 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory with other financial product offerings.
Charity W
Series 63, Series 66
St. Louis, MO
Wells Fargo Advisors
Charity Wrigley is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing Services since 2018, with prior experience at Stifel Nicolaus & Co Inc from 2014 to 2018. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including cash-flow, retirement, education, and niche areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.
David B
Series 65, Series 66
St. Louis, MO
Wells Fargo Advisors
David Beldon is a financial advisor at Wells Fargo Advisors with seven years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Wells Fargo Clearing Services LLC since 2018. Prior to that, he spent 13 years at Mercer Investments. Wells Fargo Advisors is an institutional firm with a large network of over 2,200 advisors.
Desiree C
Series 63, Series 66
St. Louis, MO
Wells Fargo Advisors
Desiree Casey is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining Wells Fargo Clearing Services in 2018, she worked at RHI General Group and has experience in various roles including at Southern Illinois University and Arby's. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning options, including cash-flow, retirement, and niche services such as business-owner transition planning and special-needs analysis, utilizing Wells Fargo research and planning tools to develop tailored client recommendations.
Michael G
Series 63, Series 65
St. Louis, MO
Wells Fargo Advisors
Michael Grimm is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Grimm is also associated with Gallatin Asset Management, Inc. since 2006. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.
Matthew T
Series 66, Series 63
St. Louis, MO
Wells Fargo Advisors
Matthew Tipton is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding Series 66 and Series 63 licenses with 11 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and Wells Fargo Advisors since 2015. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions, utilizing proprietary research and planning tools to develop tailored recommendations.
Nicholas D
Series 66, Series 63
St. Louis, MO
Wells Fargo Advisors
Nicholas Derbak is a financial advisor at Wells Fargo Advisors with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Wells Fargo Clearing Services LLC since 2021. He also has experience at Us Tech Solutions and is affiliated with Maryville University. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning areas such as business-owner transition and special-needs analysis.
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.
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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters