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415 advisors near
63365
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Out of 400,000+ nationwide
Anne O
Series 66
Wentzville, MO
Edward Jones
Anne Owens is a financial advisor at Edward Jones with 22 years of experience at the firm and holds the Series 66 designation. She is based in Wentzville, Missouri. 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 under management through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Sandra S
Series 63, Series 65
Saint Peters, MO
Wells Fargo Advisors
Sandra Smith is a financial advisor with Wells Fargo Advisors in Saint Peters, MO, holding Series 63 and Series 65 licenses and with 32 years of industry experience. She has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of her advisor role, she serves as a trustee and co-trustee for multiple family trusts and manages administrative duties for Smith Mundwiller Securities LLC. 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 services using proprietary research and tools, delivering tailored recommendations to clients who meet certain net-worth criteria.
Leo S
CFP®, Series 66
Lake St Louis, MO
Edward Jones
Leo Seiler is a CFP® and Series 66-registered financial advisor at Edward Jones with eight years of industry experience. He has worked at Edward Jones since 2018 and previously spent two years at Total Quality Logistics. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and managed strategies supported by a large nationwide network of financial advisors and branch offices.
Jordan B
Series 66
Weldon Spring, MO
Edward Jones
Jordan Barski is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019, following five years at Plaza Motors. Barski serves as the Treasurer for the Merriweather Park Home Owner Association, a volunteer role involving financial oversight for the community. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.
Justin P
Series 66
O'Fallon, MO
Raymond James Financial
Justin Pafford is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and has 14 years of industry experience, including a long tenure at Edward Jones. He is based in O'Fallon, Missouri. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and modeling to support client goals.
Laura H
CFP®, ChFC®, Series 63
Wildwood, MO
Edward Jones
Laura Hopson is a financial advisor with Edward Jones in Wildwood, MO, holding the CFP®, ChFC®, and Series 63 designations. She has 40 years of industry experience, having been with Edward Jones since 1980. Outside of her advisory role, she is a member of Legendary Properties LLC and occasionally assists with clean-up and yard work projects. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.
Brian D
CFP®, Series 66
St Peters, MO
Edward Jones
Brian Donnelly is a CFP® professional with 18 years of industry experience, currently serving at Edward Jones since 2007. He holds a Series 66 license and is based in St. Peters, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.
Karena M
Series 66
Dardenne Prairie, MO
Edward Jones
Karena Marfisi is a Series 66 licensed financial advisor at Edward Jones with eight years of industry experience. She has been with Edward Jones since 2018 and previously worked at the firm from 2005 to 2018. 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 nationwide network of financial advisors and branch offices.
John B
Series 63, Series 65
Saint Albans, MO
LPL Financial
John Brooks is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and bringing 44 years of industry experience. He previously worked at National Planning Corporation for 10 years before joining LPL Financial in 2017. Brooks is also involved in managing an agricultural business entity, B4 Posh Farms LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.
Jordan G
Series 66
Washington, MO
Raymond James Financial
Jordan Green is a financial advisor at Raymond James Financial with nine years of industry experience. He previously worked at Wells Fargo Clearing Services LLC before joining Raymond James in 2020. His credentials include the Series 66 designation. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and serves a broad client base through a large advisor network.
Michael G
Series 63, Series 66
Saint Charles, MO
LPL Financial
Michael Gatrell is a financial advisor with LPL Financial in Saint Charles, MO, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with LPL Financial since 2007 and also serves as President and CEO of Members Resource, LLC, a credit union service organization affiliated with Vantage Credit Union, where he holds executive roles. LPL Financial is a registered investment adviser and broker-dealer providing services to individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.
Eric F
Series 66
Washington, MO
Edward Jones
Eric Fritsche is a Series 66-licensed financial advisor with Edward Jones, based in Washington, MO. He has 7 years of industry experience and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Bryce S
Series 66
O'Fallon, MO
Edward Jones
Bryce Starzyk is a financial advisor with Edward Jones in O’Fallon, MO, holding a Series 66 designation and two years of industry experience. His prior work includes positions at Armanino LLP, World Wide Technology, and Rockhurst University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory strategies. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.
Christian G
CFP®, Series 66
Weldon Springs, MO
LPL Financial
Christian Goeke is a CFP® professional with 11 years of industry experience, currently serving with LPL Financial since 2021. His prior roles include work with Waddell & Reed, Inc. and various insurance carriers, as well as managing business entities such as Christian Goeke Enterprises, Inc. He maintains several business entities for tax or investment purposes unrelated to his advisory activities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients nationwide through a broad network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and technology-enabled investment strategies.
Benjamin H
Series 66
Wildwood, MO
Fisher Investments
Benjamin Hobson is a financial advisor at Fisher Investments with eight years of industry experience. He holds the Series 66 designation and has worked at Fisher Investments since 2021. Prior to that, he held roles at TD Ameritrade, Uber, and Central Credit Services. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equities, fixed income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and employs tax-aware strategies and risk management techniques.
Brian P
Series 63, Series 65
St. Peters, MO
LPL Financial
Brian Powell is a financial advisor with LPL Financial in St. Peters, MO, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at Simmons Bank since 2020 and previously at PNC Investments from 2014 to 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting through a nationwide network of investment adviser representatives.
Bruce J
Series 66, Series 65
Lake St. Louis, MO
Cetera
Bruce Jones is a financial advisor with Cetera and holds Series 66 and Series 65 licenses. He has 22 years of industry experience, including roles at Avantax Insurance Agency LLC and Jones Wealth Management. In addition to his advisory work, Jones is a CPA and member of Parr & Jones CPAs LLC, where he provides accounting and tax preparation services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options and access to third-party managers, managing over $256 billion in assets through a network of more than 10,000 advisors.
Ashli E
Series 63, Series 65
Wright City, MO
LPL Financial
Ashli Estes is a financial advisor at LPL Financial with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with LPL Financial since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from various sources.
Danielle D
Series 66
Saint Albans, MO
LPL Financial
Danielle Darling is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. Her career includes roles at Resource One Advisors, National Planning Corporation, and Edward Jones. Outside of finance, she has participated as a film extra. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.
Ryan L
Series 66
Lake St Louis, MO
Edward Jones
Ryan Lee is a financial advisor at Edward Jones with 14 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory role, he owns Graceful Bear Farm, an agricultural business focused on land conservation activities such as tree harvesting and firewood sales. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with over $1 trillion in assets under management, offering a range of discretionary and non-discretionary investment solutions supported by a large national network of advisors and branch offices.
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Finding advisors...
415 advisors near
63365
within the area shown on the map
Out of 400,000+ nationwide