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558 advisors near
63301
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Out of 400,000+ nationwide
Boone J
Series 63, Series 66
St Charles, MO
Thrivent Investment Management
Boone Jackson is a financial advisor with Thrivent Investment Management based in St. Charles, Missouri. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. He has worked 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 planning across various topics and integrates planning with managed-account programs under a consolidated billing option called WealthPlan.
Ayana S
Series 66
St Louis, MO
Edward Jones
Ayana Stringfellow is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies and advisory services, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors.
Matthew H
CFP®, Series 65, Series 63
Saint Charles, MO
Fidelity
Matthew Harris is a Financial Consultant at Fidelity Investments, where he currently applies his expertise to assist clients with retirement planning and investment strategies. He employs a holistic planning approach to help clients navigate their financial futures and develop tailored plans aligned with their goals. Matthew's professional experience includes his current role at Fidelity Investments since 2024, preceded by a position as an Investment Consultant at Fidelity from 2023 to 2024. Prior to that, he worked as a Support Advisor at Gatewood Wealth Solutions from 2021 to 2023. Outside of his professional work, Matthew enjoys activities such as camping, fitness, football, hiking, snowboarding, and traveling.
Alexandra R
Series 66
Maryland Heights, MO
Edward Jones
Alexandra Radosh is a financial advisor at Edward Jones with 16 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2008. 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 solutions, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.
Jared B
Series 66
Maryland Heights, MO
Edward Jones
Jared Bangert is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2017, following roles at Professional Employment Group and Commerce Bank. Based in Maryland Heights, MO, he has a background that includes both banking and professional consulting. 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 large nationwide network of financial advisors and branch offices.
Mary A
Series 63, Series 65
Saint Charles, MO
LPL Financial
Mary Alsup Niedergerke is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 38 years of industry experience. She has worked at LPL Financial since 2018 and has a long-term association with First State Bank of St. Charles dating back to 1990, alongside 30 years at Invest Financial Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a variety of financial planning, portfolio management, and institutional platforms, utilizing both proprietary research models and third-party strategies.
Jennifer K
Series 66
Florissant, MO
Edward Jones
Jennifer Kollias is a financial advisor with Edward Jones in Florissant, MO, holding a Series 66 designation and two years of industry experience. She previously worked at Edward Jones from 2012 to 2025. Outside of her advisory role, Kollias serves as Vice President of Fundraising for the Timberland High School Band Booster, coordinating fundraising efforts for the band’s activities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages a variety of investment strategies, including wrap fee programs and separately managed accounts, and operates under a fiduciary standard while offering services such as tax-efficient overlay and securities-based lending.
Natalie S
Series 66
St Charles, MO
Edward Jones
Natalie Schroer is a Series 66 licensed financial advisor at Edward Jones with seven years of industry experience. She has worked at Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.
Brian H
Series 66
O'Fallon, MO
Thrivent Investment Management
Brian Horner is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds the Series 66 designation and has worked within Thrivent since 2023. Outside of his advisory role, Horner serves as a board member on the Fellowship of Christian Athletes Golf Event Planning Committee. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based analyses across a wide range of planning topics. The firm offers these planning services separately from managed accounts and does not accept discretionary trading authority for its Dedicated Planning Service.
Christian G
CFP®, Series 66
Weldon Springs, MO
LPL Financial
Christian Goeke is a CFP® with 11 years of industry experience, currently advising at LPL Financial since 2021. His prior roles include positions at Waddell & Reed, Edward Jones, and managing his own business entities focused on tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, employing various portfolio strategies and technology tools to support client accounts.
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 designations and 23 years of industry experience. His prior roles include positions at Simmons Bank, PNC Investments, U.S. Bancorp Investments, and Wells Fargo Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, third-party asset management, and institutional platforms, supporting advisors with research and operational tools while managing over $819 billion in discretionary assets.
Amy A
Series 63, Series 66
Maryland Heights, MO
Edward Jones
Amy Avanzado is a financial advisor with Edward Jones in Maryland Heights, MO, holding Series 63 and Series 66 licenses and having 26 years of industry experience. She has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.
Ghillean G
Series 66
Maryland Heights, MO
Edward Jones
Ghillean Graber Barron is a Series 66-credentialed financial advisor with Edward Jones, based in Maryland Heights, MO. He has 11 years of industry experience, all of which has been with Edward Jones since 2014. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Christina N
Series 63, Series 66
Maryland Heights, MO
Edward Jones
Christina Noble is a financial advisor at Edward Jones with 15 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Edward Jones since 2018. Prior to that, she was employed at Aerotech and Chesterfield Community Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment solutions and manages over $1 trillion in assets with a nationwide network of financial advisors and branch offices.
Benjamin S
Series 63, Series 66
Maryland Heights, MO
Edward Jones
Benjamin Scott is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2002. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Nancy W
Series 66
Maryland Heights, MO
Edward Jones
Nancy Werner is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, she worked at Epsilon (ADS Alliance Data Systems) for 21 years and has experience as a marketing consultant and a role at Lindenwood University. 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, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.
Jacob G
Series 66
St Charles, MO
Edward Jones
Jacob Giaccotto is a financial advisor at Edward Jones in St. Charles, Missouri, holding a Series 66 designation with nine years of industry experience. He previously worked at Midland States Bank from 2015 to 2017 before joining Edward Jones in 2017. Outside of his advisory role, he sings in a Renaissance choir based in Sappington, Missouri. Edward Jones is a wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Matthew W
Series 66
St. Charles, MO
Cetera
Matthew Waldrop is a financial advisor with Cetera who holds a Series 66 designation and has 23 years of industry experience. His prior experience includes working at Voya Financial Advisors for seven years and Cetera Wealth Services for five years. Outside of advising, he has business interests in parking lot operations and real estate development. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers through a multi-manager platform.
Scott M
Series 66
Maryland Heights, MO
Edward Jones
Scott Miller is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and 19 years of industry experience. Prior to joining Edward Jones in 2024, he worked at Charles Schwab & Co Inc for 13 years and TD Ameritrade Inc. for one year. His background also includes farming and involvement with Junior Achievement of Central Iowa. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a broad network of advisors and offers a range of advisory programs with both discretionary and non-discretionary strategies.
Elijah G
Series 66
Maryland Heights, MO
Edward Jones
Elijah Glass is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory strategies and affiliated investment products, supported by a large nationwide network of advisors and branch offices.
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558 advisors near
63301
within the area shown on the map
Out of 400,000+ nationwide