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Staci A
Series 63, Series 65
St. Louis, MO
Stifel Independent Advisors, LLC
Staci Atwood is a financial advisor with Stifel Independent Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has been with Stifel and its affiliated firms since 1995. Outside of her advisory role, she serves on the Finance Committee and Administrative Board of St. Matthew Church and is Treasurer of the Althoff Catholic High School Parents and Friends Club. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and municipal entities, offering brokerage and advisory services such as financial planning and portfolio management. The firm utilizes proprietary modeling and a collaborative planning process to tailor asset allocation recommendations.
John K
Series 63, Series 65
St. Louis, MO
Huntleigh Advisors, Inc.
John Kurusz is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, with 42 years of industry experience. He has been with Huntleigh Securities Corporation since 1995 and holds Series 63 and Series 65 licenses. Huntleigh Advisors, Inc. is an SEC-registered investment advisor offering discretionary and non-discretionary asset management, ERISA retirement-plan services, sub-advisory arrangements, and third-party manager solicitation. The firm serves individual, high-net-worth, charitable, trust, and business clients, employing a range of fundamental, technical, charting, and quantitative methods across its strategies, including its MindShare Small Companies program focused on micro-, small-, and mid-cap equities.
Bradford W
Series 63, Series 66, Series 65
Brentwood, MO
Arete Wealth Advisors, LLC
Bradford Webb is a financial advisor at Arete Wealth Advisors, LLC with 12 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Arete, he worked at J.J.B. Hilliard, W.L. Lyons, LLC. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis and employs both advisor-driven and proprietary model allocations.
Brent K
Series 63, Series 65
St. Louis, MO
Stifel Independent Advisors, LLC
Brent King is a financial advisor with Stifel Independent Advisors, LLC in St. Louis, MO, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked at Stifel Independent Advisors since 2018 and at Stifel since 2017, with prior experience at TIAA and TIAA-CREF from 2012 to 2017. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and municipal entities, offering brokerage and investment advisory services. The firm uses proprietary capital market assumptions and probabilistic modeling to provide tailored asset allocation recommendations and operates both broker-dealer and advisory services depending on client needs.
Jerry C
Series 63, Series 65
St. Louis, MO
Huntleigh Advisors, Inc.
Jerry Costello II is a financial advisor at Huntleigh Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Huntleigh Securities Corporation since 2010. Outside of his advisory role, he serves as a director for the Illinois Department of Agriculture. Huntleigh Advisors, Inc. is an SEC-registered investment advisor serving individual, high-net-worth, charitable, trust, and business clients. The firm offers discretionary and non-discretionary asset management, ERISA retirement-plan services, and employs a distinctive MindShare Small Companies program that combines investor-sentiment analysis with fundamental research across micro-, small-, and mid-cap equities.
Jason B
CFP®, Series 63, Series 65
O'Fallon, IL
Visionary Wealth Advisors, LLC
Jason Baldus is a CFP® professional with 14 years of experience in the financial services industry. He is affiliated with Visionary Wealth Advisors, LLC and has prior work experience at Mass Mutual Life Insurance Company and Northwestern Mutual Investment Management. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within an asset-allocation framework.
Ian R
Series 66
Clayton, MO
Smith, Moore & Co.
Ian Rothbarth is a financial advisor at Smith, Moore & Co. with nine years of industry experience. He holds the Series 66 designation and has been with Smith, Moore & Co. since 2018. Prior to joining the firm, he worked at Wells Fargo Clearing Services LLC and has experience outside finance, including a role at Brio Tuscan Grille. Smith, Moore & Co. provides investment advisory and financial planning services to individuals, corporations, and pension plans. The firm employs an open-architecture investment approach, combining proprietary model portfolios, advisor portfolio construction, and outsourced managers across various asset classes.
Brett M
Series 66
St. Louis, MO
Huntleigh Advisors, Inc.
Brett Mudd is a financial advisor at Huntleigh Advisors, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked previously at firms including Wells Fargo Clearing, Park Avenue Securities, and LPL Financial. Outside of his advisory role, he is involved as a restaurant manager and works as an independent contractor in real estate sales. Huntleigh Advisors, Inc. is an SEC-registered investment advisor serving individual, high-net-worth, charitable, trust, and business clients with discretionary and non-discretionary asset management, ERISA retirement-plan services, and sub-advisory arrangements. The firm employs a variety of investment strategies, including its MindShare Small Companies program, which combines investor-sentiment/charting analysis with fundamental research across micro-, small-, and mid-cap equities.
Joseph R
Series 63, Series 65
Edwardsville, IL
Visionary Wealth Advisors, LLC
Joseph Reiniger is a financial advisor with Visionary Wealth Advisors, LLC, holding Series 63 and Series 65 designations and bringing 11 years of industry experience. He has been associated with both Visionary Wealth Advisors and Mass Mutual Life Insurance Company since 2014. Outside of finance, he is actively involved in youth soccer, running Madco Soccer Club and Joe Reiniger Soccer Schools, organizations he has managed for over a decade. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team managing several billion dollars. The firm combines fundamental, technical, and cyclical analysis within a Modern Portfolio Theory framework, offering both firm-designed and third-party managed portfolios tailored to clients’ investment preferences.
Scott B
CFP®, Series 65
St. Louis, MO
Fifth Third Wealth Advisors LLC
Scott Bailey is a CFP® with eight years of industry experience, currently serving at Fifth Third Wealth Advisors LLC since 2024. Prior to this, he spent 25 years at TIAA Trust, N.A. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed account access, performance reporting, and financial planning to a diverse client base including individuals, trusts, pension plans, charitable organizations, governmental entities, and other institutional investors. The firm employs tailored strategic asset allocation frameworks and commonly manages portfolios on a discretionary basis, leveraging third-party managers and affiliated model strategies.
Justin E
Series 66
St. Louis, MO
Huntleigh Advisors, Inc.
Justin Eggenberger is a financial advisor at Huntleigh Advisors, Inc. with 12 years of industry experience. He holds a Series 66 designation and has worked at Huntleigh Securities Corporation and Huntleigh Advisors, Inc. since 2021, and previously at Datatex Investment Services and K. W. Chambers & Co. Outside of advisory work, he is a teacher at Dwight Grade School and serves as a trustee for the Village of Dwight. He is also co-owner of Adventure Is Out There Travel LLC. Huntleigh Advisors, Inc. is an SEC-registered investment advisor offering discretionary and non-discretionary asset management, ERISA retirement-plan services, and third-party manager solicitation to individual, high-net-worth, charitable, trust, and business clients. The firm employs a variety of fundamental, technical, charting, and quantitative methods and operates the MindShare Small Companies program targeting micro-, small-, and mid-cap equities.
Karen N
CFP®, Series 63, Series 65
Collinsville, IL
UMB Financial Services, Inc.
Karen Numi is a CFP® professional with 24 years of industry experience, currently serving at UMB Financial Services, Inc. in Collinsville, IL. She has worked with UMB Insurance Inc., UMB Bank, and SWBC Investment Services, LLC over her career. UMB Financial Services, Inc. primarily provides investment advisory and brokerage services to institutional clients, pooled vehicles, and municipal entities through its UMB Managed Account Solutions wrap-fee program, utilizing a mix of model-based and manager-driven investment approaches.
Robert L
Series 65, Series 63
Webster Groves, MO
Secure Asset Management, L.L.C.
Robert Langhorst is a financial advisor at Secure Asset Management, L.L.C. with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at multiple firms, including Concorde Asset Management and Dempsey Lord Smith. Outside of advising, he serves as president of a consulting and services firm, 1031 Consulting and Services Group. Secure Asset Management provides personalized financial planning and discretionary investment management primarily to individual clients, alongside pension consulting services for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis and focuses on equitable allocation of investment opportunities while maintaining custody with external custodians.
Tracey R
Series 63, Series 66
Webster Groves, MO
Impact Partnership Wealth, LLC
Tracey Richardson is a financial advisor at Impact Partnership Wealth, LLC with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various firms including BDO Wealth Advisors, Northwestern Mutual Investment Services, and AIG Retirement Services. Outside of advisory roles, she is an instructor for the American Retirement Institute, conducting seminars on retirement topics. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm combines third-party strategists, adviser-managed models, and direct indexing with tactical asset allocation and overlays, operating primarily on a discretionary wrap-fee platform.
Jeffrey C
CFP®
St. Louis, MO
Citizens Private Wealth
Jeffrey Cowley is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Citizens Private Wealth in St. Louis, MO. His prior work includes roles at Citizens Bank NA, Clarfeld Financial Advisors LLC, Central Trust Company, and Truist Wealth. Citizens Private Wealth, LLC is a multi-team registered investment adviser that serves high-net-worth individuals and families, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary investment management within an open-architecture framework, combining quantitative and qualitative research, and provides additional services including tax and estate structuring and business consulting for multigenerational family and closely held business matters.
Richard M
Series 66, Series 63
St. Louis, MO
Huntleigh Advisors, Inc.
Richard Morris is a financial advisor at Huntleigh Advisors, Inc. with seven years of industry experience. He holds the Series 66 and Series 63 designations and previously worked at Wolfrum and Company, LLC, Huntleigh Securities Corporation, and Horizon Trust. Huntleigh Advisors serves individual clients, small businesses, charities, trusts, estates, and employer retirement plans, offering asset management, model portfolio programs, a specialized MindShare small- and micro-cap strategy, sub-advisory services, and ERISA plan advisory services. The firm employs a mix of fundamental, technical, cyclical, and quantitative analysis across its strategies and uses model asset allocation portfolios reviewed quarterly alongside customized management options.
Thomas G
Series 63, Series 65
Clayton, MO
Smith, Moore & Co.
Thomas Gonsalves is a financial advisor at Smith, Moore & Co. in Clayton, MO, holding Series 63 and Series 65 licenses with 44 years of industry experience. He has been with Smith, Moore & Co. since 1990. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, investment consulting, and model-portfolio solutions. The firm employs both advisor-managed accounts and third-party manager arrangements, overseeing approximately $2.0 billion in client assets.
Kenneth C
ChFC®, Series 63, Series 65
St. Louis, MO
Huntleigh Advisors, Inc.
Kenneth Cohen is a financial advisor with Huntleigh Advisors, Inc. in St. Louis, MO, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 48 years of industry experience, including previous roles at UMB Financial Services, Inc., R.T. Jones Capital Equities, Inc., and Cutter & Company, Inc. Outside of his advisory work, Cohen volunteers as a foster child advocate with Voices for Children and is involved with Big Brother Big Sister charity in St. Louis. Huntleigh Advisors serves a diverse client base, including high-net-worth individuals, small businesses, charities, trusts, estates, and retirement plans. The firm uses model asset allocation portfolios and offers a specialized MindShare strategy that combines fundamental research with investor sentiment and technical analysis to seek long-term capital appreciation.
Taylor K
Series 65
St. Louis, MO
Visionary Wealth Advisors, LLC
Taylor Knight is a financial advisor at Visionary Wealth Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and has been with Visionary Wealth Advisors since 2014. Prior to his advisory role, he worked at Southern Illinois University - Edwardsville for five years. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team managing several billion dollars for a few thousand clients. The firm offers financial planning, consulting, and both discretionary and non-discretionary investment management, utilizing a blend of fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.
Jason C
Series 66
St. Louis, MO
Huntleigh Advisors, Inc.
Jason Cooksey is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Bank of America, Merrill, Ameriprise Financial Services, and USI Insurance Services. Huntleigh Advisors, Inc. is an SEC-registered investment advisor that provides discretionary and non-discretionary asset management, ERISA retirement-plan services, and third-party manager solicitation to individual, high-net-worth, charitable, trust, and business clients. The firm offers model portfolio programs and customized management, including a MindShare Small Companies program focused on micro-, small-, and mid-cap equities using a combination of investor sentiment, charting analysis, and fundamental research.
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2,840 advisors near
62040
within the area shown on the map
Out of 400,000+ nationwide