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Jefferey P
Series 63, Series 65
Saint Louis, MO
VOYA Financial Advisors, Inc.
Jefferey Prost is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 credentials and having nine years of industry experience. Prior to joining Voya in 2017, he worked at American Realty LLC and Bubba Gump Shrimp Company. He is also active as an independent insurance agent, selling fixed insurance products and life insurance through Marathon Benefits Group. Voya Financial Advisors serves a diverse client base including individuals, institutions, and corporations, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm emphasizes recommendation-based advice with a large portion of assets held in non-discretionary arrangements and operates multiple program structures including Unified Managed Account wrap programs and third-party money manager access.
Brandon G
Series 66
Saint Louis, MO
Wells Fargo Investment Institute, Inc.
Brandon Gross is a financial advisor at Wells Fargo Investment Institute, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing Services LLC and DiSys prior to joining Wells Fargo Investment Institute. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance to Wells Fargo wealth and fiduciary businesses as well as select external clients. The firm’s research is organized across specialized divisions and it primarily offers impersonal research and model guidance rather than direct investment management.
Susan F
Series 66
St. Louis, MO
Benjamin F. Edwards & Company, Inc.
Susan Frigerio is a financial advisor at Benjamin F. Edwards & Company, Inc. in St. Louis, MO, holding a Series 66 designation with nine years of industry experience. She has been with Benjamin F. Edwards & Co since 2014. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of investment and financial planning services through fee-based wrap programs, utilizing both strategic and tactical portfolio management monitored by an Investment Strategy Committee.
Troy C
CFP®, Series 63, Series 65
O'Fallon, IL
Benjamin F. Edwards & Company, Inc.
Troy Cox is a CFP®-certified financial advisor with 29 years of industry experience. He has been with Benjamin F. Edwards & Company, Inc. since 2012. Outside of his advisory role, he serves as a power of attorney for a family member. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves individuals, pension and profit-sharing plans, charitable organizations, corporations, and other institutions. The firm offers fee-based wrap programs, financial planning, and investment management consulting through a range of discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.
Jason T
CFP®, Series 63, Series 66
Saint Louis, MO
&PARTNERS
Jason Tschudy is a CFP® professional with 15 years of industry experience, currently affiliated with &Partners in Saint Louis, MO. He previously worked at Wells Fargo Clearing Services LLC for nine years and Commerce Bank for two years. &Partners serves a diverse client base including individuals, institutions, and charitable organizations, offering investment management, financial and tax planning, and retirement plan consulting through a dual registration as both a registered investment adviser and broker-dealer. The firm employs a variety of analytical approaches and portfolio management options, supporting both discretionary and non-discretionary accounts.
Angela W
Series 63, Series 66
Alton, IL
Benjamin F. Edwards & Company, Inc.
Angela Waits is a financial advisor at Benjamin F. Edwards & Company, Inc. with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Raymond James and Associates for seven years before joining Benjamin F. Edwards in 2020. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management consulting, utilizing a range of strategies monitored by an Investment Strategy Committee.
Madeleine B
CFP®, Series 66, Series 63
St. Louis, MO
Schwab Wealth Advisory
Madeleine Beckmann is a CFP® with 22 years of experience in the financial industry. She is currently affiliated with Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc., having joined these firms in 2022. Her prior experience includes roles at TD Ameritrade, Merrill, TIAA-CREF, and Scottrade. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools to recommend investments. The firm serves clients with annual financial reviews and wealth management education, while discretionary management is generally handled by affiliated or third-party money managers.
Christopher H
Series 66
Saint Louis, MO
&PARTNERS
Christopher Hooker is a financial advisor at &PARTNERS with four years of industry experience. He holds a Series 66 designation and previously worked at Benjamin F. Edwards & Company and Wells Fargo Clearing. Outside of his advisory role, he serves as an assistant varsity and head junior varsity boys soccer coach in Glen Carbon, IL. &PARTNERS serves a wide range of individual and institutional clients, offering investment management, financial and tax planning, ERISA consulting, and brokerage services. The firm employs a mix of fundamental, technical, and quantitative analysis and provides both discretionary and non-discretionary portfolio management through its Envestnet platform and third-party managers.
Elizabeth E
Series 66
Edwardsville, IL
Oppenheimer
Elizabeth Ehlen is a financial advisor with Oppenheimer, holding a Series 66 designation and 11 years of industry experience. She has been with Oppenheimer since 2017 and previously worked at Commerce Brokerage Services Inc from 2013 to 2017. Oppenheimer serves individuals, including high-net-worth clients, corporations, pooled vehicles, and retirement plans. The firm offers a variety of advisory programs and services, including portfolio management, consulting, and financial planning, with investment approaches that vary by program and advisor to include strategic and tactical asset allocation and manager selection.
Patricia J
Series 63
O'Fallon, IL
Benjamin F. Edwards & Company, Inc.
Patricia Jenks is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds a Series 63 designation and has 48 years of industry experience. She has been with Benjamin F. Edwards & Co. since 2012. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individual clients, pension plans, charitable organizations, and institutions. The firm offers a range of fee-based wrap programs, financial planning, and investment management services utilizing strategies managed internally and by third-party managers.
Tiya L
Series 65
St. Louis, MO
Creative Planning
Tiya Lim is a Series 65-licensed financial advisor with Creative Planning, based in St. Louis, MO, and has 15 years of industry experience. She has been with Creative Planning since 2014. Outside of her advisory role, she serves as a board member trustee for John Burroughs School, an independent high school in St. Louis. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various tactical and tax-efficient options, supported by a broad advisory team and integrated investment infrastructure.
Jill P
Series 63, Series 65
O'Fallon, IL
First Command Advisory Services
Jill Pietrusinski is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. She has been with First Command in various capacities since 2001. Outside of her advisory role, she serves as chair of the International Visioning Facilitation Council, a volunteer organization that supports strategic planning for Rotary Clubs globally. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.
Benjamin N
CFA®, Series 66
St. Louis, MO
Benjamin F. Edwards & Company, Inc.
Benjamin Norris is a CFA® charterholder with six years of industry experience. He is currently an advisor at Benjamin F. Edwards & Company, Inc., where he has worked since 2020. Prior to joining Benjamin F. Edwards, he was with J.A. Glynn and Co from 2014 to 2020. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs, financial planning, and investment management services, utilizing both strategic and tactical investment approaches monitored by an Investment Strategy Committee.
Gregory W
Series 66
Glen Carbon, IL
Commonwealth Financial Network
Gregory Wiegers is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 26 years of industry experience. He has been with Commonwealth and co-owner at Cadagin & Prosser Financial Group since 2015, where he also sells fixed insurance products. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to model portfolios managed by its Investment Management and Research team.
Arsene B
Series 63, Series 66
St. Louis, MO
Wells Fargo Investment Institute, Inc.
Arsene Ble is a financial advisor at Wells Fargo Investment Institute, Inc. with four years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing Services, Charles Schwab, and TD Ameritrade, among other firms. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo wealth and fiduciary businesses and select external clients. The firm’s work spans specialized divisions focused on manager research, securities research, asset allocation, and portfolio management, offering research and model guidance without exercising investment discretion or holding custody of client assets.
Peter H
Series 66, Series 63
Saint Louis, MO
Benjamin F. Edwards & Company, Inc.
Peter Hudlow is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 66 and Series 63 licenses and has five years of industry experience. His prior roles include positions at Stifel Bank & Trust, Wells Fargo Clearing Services, TD Ameritrade, and Scottrade. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, pension plans, charities, and corporations. The firm offers a range of investment and financial planning services through discretionary and non-discretionary wrap programs that utilize multiple managed strategies and maintain an internal trading desk.
Timothy E
Series 63, Series 65
St. Louis, MO
Empower Advisory Group
Timothy Elliott is a financial advisor at Empower Advisory Group with six years of industry experience. His background includes roles at LPL Financial LLC, Commerce Bank, Wells Fargo Clearing Services, and TD Ameritrade. He holds Series 63 and Series 65 licenses. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm’s approach integrates proprietary and third-party methodologies focusing on long-term portfolio returns and savings rates, delivered through a model closely tied to Empower’s recordkeeping and administrative platforms.
Christine C
Series 66, Series 63
O'Fallon, IL
Empower Advisory Group
Christine Clements is a financial advisor at Empower Advisory Group with one year of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at AmeriSave and various fitness studios. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.
Virginia S
CFP®, Series 63, Series 65
Glen Carbon, IL
Integrity Alliance, LLC
Virginia Stegeman is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Integrity Alliance, LLC. She previously held roles at Country Trust Bank, Country Insurance & Financial Services, and affiliated companies from 2002 to 2023. Outside of her advisory work, she teaches insurance continuing education courses and serves as Secretary Treasurer for a local business networking group. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisors. The firm offers comprehensive asset management, financial planning, and retirement plan consulting using a variety of investment approaches and custodial platforms.
Kevin C
Series 63, Series 66
Glen Carbon, IL
Commonwealth Financial Network
Kevin Cadagin is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has been with Commonwealth since 2014. Outside of his advisory role, he is co-owner of Cadagin & Prosser Financial Group. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and a broad clientele. The firm provides a comprehensive adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.
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1,314 advisors near
62034
within the area shown on the map
Out of 400,000+ nationwide