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5,462 advisors near
63042
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Out of 400,000+ nationwide
Dominic G
Series 63, Series 65
Clayton, MO
Correct Capital Wealth Management, LLC
Dominic Grasse is a financial advisor at Correct Capital Wealth Management, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Correct Capital, he worked with Northwestern Mutual in various capacities, including wealth management and investment services, and has experience at Alex Baldwin State Farm and the University of Arkansas. Correct Capital Wealth Management is a team-based advisory firm serving individuals, high-net-worth clients, pension plans, trusts, charitable organizations, and private businesses. The firm provides investment management and financial planning services, building individualized plans with a focus on long-term asset allocation and incorporating both fundamental and technical analysis.
Milton B
Series 63, Series 65
Saint Louis, MO
Vestech Asset Management Inc.
Milton Beile III is a financial advisor at Vestech Asset Management Inc. with 25 years of industry experience. He holds Series 63 and Series 65 designations and has held roles at multiple firms including Ni Advisors, Inc. and Alternative Distributors, LLC. Outside of advisory work, he operates a marketing business, Milton Beile Services. Vestech Asset Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and corporations. The firm uses a combination of fundamental, technical, and cyclical analysis to manage targeted asset-allocation model portfolios and offers discretionary trading authority, incorporating strategies such as margin, short sales, and option writing.
William C
Series 65, Series 63
St. Louis, MO
Cortland Associates Inc
William Carey is a financial advisor at Cortland Associates Inc. in St. Louis, Missouri, with 28 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Cortland Associates since 1989. Outside of his advisory role, Carey manages investments in Chinese antiquities through several related entities. Cortland Associates is a fee-based investment adviser serving individuals, trusts, retirement plans, and endowments. The firm manages discretionary equity and balanced portfolios using an all-cap value equity strategy combined with customized fixed income allocations, based on detailed fundamental research and tailored to client specifications.
Ariel C
Series 65
Chesterfield, MO
Brand Asset Management Group, Inc.
Ariel Cabello is a financial advisor at Brand Asset Management Group, Inc. with one year of industry experience. He holds a Series 65 designation and has previously worked at Peoples National Bank, Simmons Bank, and Great Southern Bank. Outside of finance, he was involved with Soccer Master for three years. Brand Asset Management Group provides discretionary investment advisory services to individuals, trusts, pension plans, charitable organizations, and corporations, with a focus on multi-asset, multi-style portfolio construction and continuous personal consultation. The firm offers specialized turnkey wealth management and family office services, including coordinated estate and accounting support and public financial-education programs.
Kyle M
Series 65, Series 63
Saint Louis, MO
TBG-Bedford Group LLC
Kyle Milfeld is a financial advisor with TBG-Bedford Group LLC in Saint Louis, MO, holding Series 65 and Series 63 licenses and having six years of industry experience. His career includes roles at Ameriprise Financial Services, LLC and Tinuum Services LLC before joining TBG-Bedford Group and Private Client Services, LLC. TBG-Bedford Group offers financial planning, consulting, investment management, and retirement plan consulting to a variety of clients, employing a long-term, disciplined investment approach focused on strategic asset allocation and risk management through customized portfolios.
William N
Series 63, Series 65
Saint Louis, MO
Terril & Company
William Newbold is a financial advisor at Terril & Company with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill and JPMorgan Chase Bank, N.A. He serves as a trustee and board chairman of Our Little Haven, a nonprofit providing care for abused and neglected children. Terril & Company is an SEC-registered investment adviser managing approximately $988 million for individuals, pension plans, trusts, and other entities. The firm emphasizes fundamental analysis and long-term holdings, employing a concentrated portfolio approach with both discretionary management and occasional consulting.
H Curtis I
Series 63, Series 65
Saint Louis, MO
TBG-Bedford Group LLC
H Curtis Ittner Jr. is a financial advisor at TBG-Bedford Group LLC in Saint Louis, MO, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services from 2013 to 2026. Outside of his advisory role, he serves on several nonprofit boards, including as President of Clay-Ro Emergency Relief, Inc., and Chairperson of the Productive Living Board. TBG-Bedford Group provides financial planning, consulting, investment management, and retirement plan services to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm employs a long-term, disciplined investment approach focused on strategic asset allocation, risk management, and customized portfolios, using a mix of mutual funds, ETFs, individual securities, private vehicles, and third-party managers.
Matthew A
Series 63, Series 65
St. Charles, MO
FYRA Capital Management
Matthew Allgeyer is a financial advisor with FYRA Capital Management in St. Charles, MO, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He is a managing member of FYRA Capital Management and also leads Equitas Accounting, LLC, which provides tax preparation and related accounting services. Additionally, he volunteers as the head of the investment committee for Vianney High School and serves as an educator with the Council of Financial Educators. FYRA Capital Management offers discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and sub-advisory services to individuals, employer-sponsored retirement plans, foundations, trusts, and estates. The firm emphasizes asset allocation using various analytical methods and incorporates written client profiles and multi-generational wealth plans in its investment process.
David C
Series 63, Series 65
Saint Louis, MO
TBG-Bedford Group LLC
David Crow is a financial advisor with TBG-Bedford Group LLC, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. His prior roles include ten years at Ameriprise Financial Services LLC. Outside of his advisory work, Crow owns DWC Consulting LLC, which provides consulting services in the quick lube industry, and serves on the board of Lifebridge. TBG-Bedford Group LLC offers financial planning, consulting, investment management, and retirement plan consulting to a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm employs a long-term, disciplined investment strategy focused on strategic asset allocation and risk management, utilizing a range of investment vehicles tailored to client objectives.
Robert E
CFA®
St. Louis, MO
Argos Capital Partners, LLC
Robert Ensor is a CFA® charterholder with 14 years of industry experience. He has worked at Argos Investment Advisors LLC since 2008 and is currently associated with Argos Capital Partners, LLC in St. Louis, MO. Argos Capital Partners provides investment advisory and financial planning primarily to ultra-high net worth families connected to Argos Family Office, as well as select pooled and institutional clients. The firm emphasizes passive, index-based investing for liquid assets while integrating active managers and alternative strategies where appropriate, and it manages several private funds with both discretionary and non-discretionary assets.
Robert B
CFP®, Series 65
St. Louis, MO
KEB Wealth Advisors
Robert Barrale is a CFP® and Series 65-designated advisor with nine years of industry experience. He has been with KEB Wealth Advisors since 2014 and previously worked at Mastercard Worldwide for 23 years. KEB Wealth Advisors is a multi-advisor firm managing approximately $1.27 billion for around 662 clients, offering investment management, financial planning, and employee benefit services to individuals, trusts, corporations, and not-for-profits. The firm employs an evidence-based, long-term investment approach incorporating Modern Portfolio Theory and coordination with an affiliated accounting firm for integrated tax and estate planning.
James C
CFP®, Series 65
Clayton, MO
Parkwoods Wealth Partners, LLC
James Corbeau is a CFP®-certified financial advisor with 24 years of industry experience. He currently works at Parkwoods Wealth Partners, LLC and previously spent 13 years at Springwater Wealth Management, LLC. He is also president of Raven Wealth Management, Inc., where he provides financial planning and investment advice to individuals, families, small businesses, and trusts. Parkwoods Wealth Partners serves individuals, qualified retirement plans, nonprofits, foundations, and corporations with investment management, retirement plan consulting, and financial planning. The firm employs a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, offering diversified portfolios primarily through mutual funds, ETFs, and fixed-income ladders.
Grant G
CFP®
St. Louis, MO
Dew Wealth Management
Grant Giardino is a CFP® professional at Dew Wealth Management with four years of industry experience. He previously worked at Plancorp, SABATKA & CO., and has held roles at Kansas State University and Lombardo & Sons. Dew Wealth Management serves individuals and high-net-worth clients, including business owners, pension plans, and charitable organizations, offering various wealth services from family office assessments to retirement plan consulting. The firm combines financial planning with investment management and coordination of outside professionals, utilizing both discretionary and non-discretionary approaches and employing tools such as direct indexing and data aggregation.
Christopher W
CFP®, Series 63, Series 65
Chesterfield, MO
Bridgewater Asset Management LLC
Christopher Winkelmann is a Certified Financial Planner® with 27 years of industry experience. He is affiliated with Bridgewater Asset Management LLC and Highpoint Advisor Group, LLC, and holds Series 63 and Series 65 licenses. His career includes over a decade of service at Bridgewater Asset Management and LPL Financial. Bridgewater Asset Management LLC provides discretionary asset management, financial planning, and pension consulting services to individuals, trusts, estates, and employer retirement plans. The firm manages approximately $350 million in assets and employs tailored portfolio supervision using strategic and tactical asset allocation with a range of securities, reviewing portfolios at least quarterly.
Matthew H
Series 63, Series 65
Chesterfield, MO
Clark Financial Services Group, Inc.
Matthew Herron is a financial advisor at Clark Financial Services Group, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Scottrade, Inc. for 18 years. Clark Financial Services Group, operating as Gardius Wealth Advisors, serves individual and institutional clients including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers comprehensive financial planning and portfolio management, typically implementing plans with mutual funds, ETFs, and individual equities, alongside insurance products through licensed agents.
Michael B
Series 66
Chesterfield, MO
Syntegra Private Wealth Group LLC
Michael Bauer is a financial advisor at Syntegra Private Wealth Group LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Securities America, Inc. and OSAIC. Outside of his advisory role, he is also an independent contractor in the hospitality industry, focusing on corporate meetings and incentive travel. Syntegra Private Wealth Group provides investment advisory and financial planning services to individuals, pension plans, charitable organizations, and businesses. The firm employs a range of quantitative and fundamental investment techniques and manages client assets through tailored discretionary portfolios using both in-house and third-party model strategies.
Joshua W
Series 63, Series 66
Saint Louis, MO
TBG-Bedford Group LLC
Joshua Wright is a financial advisor with TBG-Bedford Group LLC in Saint Louis, MO, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He previously worked at Ameriprise Financial Service, LLC for 11 years. Wright serves on the board of directors for FV Services, Inc. and is vice president and secretary of the Sainte Genevieve Oktoberfest organization. TBG-Bedford Group provides financial planning, consulting, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm follows a long-term, disciplined investment approach emphasizing strategic asset allocation, risk management, and customized portfolios.
Timothy E
CFP®, Series 65
Chesterfield, MO
Brand Asset Management Group, Inc.
Timothy Egart is a financial advisor at Brand Asset Management Group, Inc. in Chesterfield, MO, holding CFP® and Series 65 credentials with 10 years of industry experience. He has been with Brand Asset Management Group since 2015. Brand Asset Management Group provides discretionary investment advisory services to individuals, trusts, pension plans, charitable organizations, and corporations, emphasizing a multi-asset, multi-style approach to portfolio construction. The firm offers specialized services including Mosaic Wealth Management© turnkey programs and family office services, along with financial-education presentations and custom projects.
Payton L
CFP®, Series 65
Chesterfield, MO
Syntegra Private Wealth Group LLC
Payton La Foy is a CFP® with two years of industry experience, currently with Syntegra Private Wealth Group LLC. Prior to joining Syntegra, Payton worked at Private Client Services, LLC and OSAIC. Outside of advising, Payton has a background that includes positions at Lindenwood University and various businesses unrelated to finance. Syntegra Private Wealth Group provides investment advisory and financial planning services to individuals, including high net worth clients, as well as pension plans, charities, and businesses. The firm employs a discretionary management approach using proprietary model portfolios and a combination of quantitative and fundamental investment techniques.
Adam G
CFP®, Series 65
St. Louis, MO
IFG Advisors, LLC
Adam Goldstein is a CFP® professional with 11 years of industry experience, currently serving as an advisor at IFG Advisors, LLC since 2021. Prior to joining IFG Advisors, he worked at Buckingham Asset Management, LLC for eight years. IFG Advisors, LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, families, businesses, and retirement plans. The firm employs a globally diversified investment approach based on modern portfolio theory and tailors services to client objectives and risk profiles.
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5,462 advisors near
63042
within the area shown on the map
Out of 400,000+ nationwide