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236 advisors near
63012
within the area shown on the map
Out of 400,000+ nationwide
Paul H
Series 63, Series 65
Saint Louis, MO
Thrivent Investment Management
Paul Himmelsbach is a financial advisor with Thrivent Investment Management based in Saint Louis, MO. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and planning without discretionary trading authority, combining planning with managed-account programs under a consolidated billing option called “WealthPlan.”
Joshua H
Series 66, Series 63
Imperial, MO
Fidelity
Joshua Hughes is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. His prior work includes positions at Equitable Advisors, Citigroup, TD Ameritrade, and State Farm. Outside of his advisory role, he serves as an officer for Flagstone Meadows Subdivision LLC, where he manages meetings and acts as the main point of contact. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and managed funds.
Jacob R
Series 63, Series 66
Saint Louis, MO
Thrivent Investment Management
Jacob Renfrow is a financial advisor with Thrivent Investment Management in Saint Louis, MO, holding Series 63 and Series 66 credentials and bringing eight years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2017 and previously held roles with the University of Missouri-St. Louis and UMSL Athletic Department. Renfrow serves as a board member of the Affton-Lemay Chamber of Commerce, where he participates in community events and committee activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers integrated planning and managed-account services designed to address a wide range of client needs.
Andrew T
Series 66, Series 63
Eureka, MO
Fidelity
Andrew Trapp is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His work history includes roles at Clayton and Crume, Western Kentucky University, and The Job Center. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm utilizes a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.
Thomas S
Series 66
Saint Louis, MO
Thrivent Investment Management
Thomas Sherman is a financial advisor with Thrivent Investment Management in Saint Louis, MO, holding a Series 66 designation and two years of industry experience. He has been with Thrivent and its affiliated firms since 2023. Outside of his advisory role, he serves as an assistant coach for the 2011 youth ice hockey team with the St. Louis AAA Blues. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers integrated planning and managed-account services under a consolidated billing option known as “WealthPlan.”
Edward H
CFP®, Series 63, Series 66
St Louis, MO
Edward Jones
Edward Holt is a CFP® with over 32 years of industry experience, currently serving as a financial advisor at Edward Jones since 1992. He is also a member and co-manager of Lone Star Family Farms LLC, a farming business established in 2024. 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 nationwide network of over 23,000 advisors.
Joshua H
Series 66
Festus, MO
Merrill
Joshua Hargis is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America and several other firms. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.
Jesse M
Series 66
Imperial, MO
Edward Jones
Jesse Mosley is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.
Ryan B
Series 66
Hillsboro, MO
Edward Jones
Ryan Bell is a financial advisor at Edward Jones in Hillsboro, MO, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.
Dale M
CFP®, Series 63
St Louis, MO
Edward Jones
Dale Myers II is a CFP®-certified financial advisor with Edward Jones, based in St. Louis, MO, and has 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient solutions.
Jacqueline S
Series 66
Saint Louis, MO
Raymond James Financial
Jacqueline Stevens is a Series 66 licensed financial advisor at Raymond James Financial with three years of industry experience. She has been associated with Raymond James Financial and its affiliate since 2021 and has a background working within the Lindbergh School District since 2013. Outside of her advisory role, she works as an associate at Simon Financial Group, where she handles client communication and trade execution. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm utilizes a non-discretionary approach tailored to client goals and incorporates advanced analytical tools and risk profiling in its advisory services.
Tom D
Series 63, Series 66
St Louis, MO
Edward Jones
Tom Domian is a financial advisor at Edward Jones with 31 years of industry experience. He has held his current role at Edward Jones since 1993. Outside of his advisory work, he serves as secretary for the Kirkwood United Soccer Club in Kirkwood, Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varied net worth, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and branch offices, offering a range of advisory programs and affiliated investment products under a fiduciary standard.
David C
Series 66
Fenton, MO
Edward Jones
David Collier is a financial advisor with Edward Jones in Fenton, MO, holding a Series 66 designation and with nine years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he is involved in managing rental properties and owns an asset management company related to rental holdings. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and corporate clients. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.
Melissa L
Series 63, Series 66
St Louis, MO
Edward Jones
Melissa Lenz is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and 26 years of industry experience. She has been with Edward Jones since 1997. Outside of her advisory role, she coaches the varsity cheerleading squad at Parkway West High School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory programs and services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.
Richard S
Series 63, Series 66
St. Louis, MO
LPL Financial
Richard Stone is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Commerce Bank, Enterprise Bank & Trust, Cetera Investment Services, Ameriprise, and U.S. Bancorp Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
Kelsey J
ChFC®, Series 66
Sappington, MO
Edward Jones
Kelsey Jung is a financial advisor at Edward Jones with ChFC® and Series 66 designations and eight years of industry experience. Prior to joining Edward Jones in 2018, Kelsey worked in the biopharmaceutical and nutrition sectors, including roles at Alkem Laboratories, Patheon Biologics, and as owner of Impact Nutrition Services, where she provided nutrition counseling and wellness programs. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management through a nationwide network of more than 23,700 advisors. The firm offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services, and operates under a fiduciary standard.
Richard E
Series 63, Series 66
St Louis, MO
Edward Jones
Richard Ernst is a financial advisor at Edward Jones with 21 years of industry experience. He has held his current role at Edward Jones since 2006 and holds Series 63 and Series 66 registrations. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Daniel W
Series 63, Series 65
St. Louis, MO
Equitable Advisors
Daniel Wombles is a financial advisor at Equitable Advisors with 29 years of industry experience. He holds Series 63 and Series 65 designations and served at Stifel Independent Advisors, LLC for 26 years prior to joining Equitable Advisors. Based in St. Louis, MO, he began with his current firm in 2026. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm’s approach involves assessing client information and risk tolerance to align clients with suitable advisory models, employing a mix of proprietary and third-party investment solutions.
Kelly M
Series 66
High Ridge, MO
Edward Jones
Kelly Mc Ginnis is a Series 66-licensed advisor at Edward Jones in High Ridge, MO, with 14 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
John M
Series 63, Series 65
Festus, MO
STIFEL
John Mcatee Sr. is a financial advisor at Stifel with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Stifel Nicolaus & Co Inc since 2020, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a broad client base including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.
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Finding advisors...
236 advisors near
63012
within the area shown on the map
Out of 400,000+ nationwide