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357 advisors near
63052
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Out of 400,000+ nationwide
Chad S
Series 63, Series 65
Arnold, MO
Edward Jones
Chad Schaffer is a financial advisor with Edward Jones in Arnold, MO, holding Series 63 and Series 65 credentials and having 24 years of industry experience. He has worked at Edward Jones since 2002. Schaffer is an owner of a commercial real estate building in Millstadt, IL, intended for a future Edward Jones office. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and branch offices.
Bret S
Series 66, Series 65
Columbia, IL
Cetera
Bret Steffenauer is a financial advisor with Cetera in Columbia, Illinois, holding Series 65 and Series 66 credentials and possessing 26 years of industry experience. He has worked with Cetera and its related entities since 2000 and owns an accounting firm, Steffenauer & Associates CPAs, Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with discretionary and non-discretionary options.
Lawrence B
Series 63, Series 66
St Louis, MO
Edward Jones
Lawrence Byars is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials with 22 years of industry experience. He worked at Farmers Insurance Group and Farmers Financial Solutions from 2004 to 2017 before joining Edward Jones in 2018. Outside of his advisory role, he is involved in music performance at Candicci's Restaurant in Ballwin, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Joseph K
Series 66
Saint Louis, MO
Merrill
Joseph Krull is a financial advisor with Merrill in Saint Louis, MO, holding a Series 66 license and one year of industry experience. Prior to his current role, he worked at Bank of America and owned a 50% stake in BC Boat Cleaning, a business unrelated to investment activities. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.
Vincent W
CFP®, Series 63, Series 65
St Louis, MO
Edward Jones
Vincent Wallace is a CFP® with 17 years of industry experience and has been with Edward Jones since 2013. He holds Series 63 and Series 65 licenses and is based in St. Louis, MO. 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 through a nationwide network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other services.
Randall S
Series 65, Series 63
Arnold, MO
Edward Jones
Randall Stahl is a financial advisor with Edward Jones, holding Series 65 and Series 63 licenses and bringing 28 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.
Martin N
Series 63, Series 66
Columbia, IL
Edward Jones
Martin Newton is a financial advisor at Edward Jones in Columbia, Illinois, with 21 years of industry experience. He has held the Series 63 and Series 66 designations and has been with Edward Jones since 2004. Outside of his advisory work, he owns farm ground that is rented out annually, with no active management involved. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,000 advisors. The firm offers a range of investment advisory programs and affiliated financial services, managing approximately $1.01 trillion in assets under management.
Nicholas M
CFP®, Series 66
St. Louis, MO
Cetera
Nicholas Mengel is a CFP® with 20 years of experience in the financial services industry, currently affiliated with Cetera in St. Louis, MO. He has held roles at MSMF Wealth Management and Cetera Financial Specialists LLC since 2006. Outside of his advisory work, he serves as a member of a homeowners association board. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through multiple program structures and third-party managers.
Nicholas M
Series 66
St Louis, MO
Edward Jones
Nicholas Maxwell is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. Before joining Edward Jones in 2019, he spent 17 years working with Fox C-6 Schools. 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 nationwide network of more than 23,000 financial advisors.
Ashley K
Series 66
Manchester, MO
Edward Jones
Ashley Kisker is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, Kisker worked at Kingside Diner and Herbie's. Outside of advising, Kisker operates a small, informal cookie decorating and baking activity performed intermittently for family and friends. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.
Kolin K
Series 66
St Louis, MO
Edward Jones
Kolin King is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked for ABF Security Inc. and has served as a baseball coach at Saint Louis University High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory services, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.
Matthew R
Series 66
Columbia, IL
Edward Jones
Matthew Reinholz is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked for eight years at Buckeye International and four years at Southern Illinois University Edwardsville. He holds a Series 66 designation and is based in Columbia, IL. 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 supported by a large network of financial advisors and branch offices nationwide.
Kaleb K
Series 66
St Louis, MO
Edward Jones
Kaleb King is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017 and previously attended Middle Tennessee State University. Outside of his advisory role, King serves as a baseball coach at a local high school, managing team practices, games, and budgeting for equipment and travel. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.
William H
Series 66
St Louis, MO
Edward Jones
William Holt is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with one year of industry experience. His prior work includes roles outside of finance at Two Men and a Truck and Big Thunder Marine, as well as positions at Westminster Christian Academy and the University of Missouri, Columbia. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.
Jacob B
Series 66
St Louis, MO
Edward Jones
Jacob Bozovich is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and three years of industry experience. He has worked at Edward Jones since 2018 and has prior experience in various service and retail roles. 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 and offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Andrew E
Series 66
Fenton, MO
J.P. Morgan Securities
Andrew Emmerich is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Sound Income Group, LLC. Outside of his advisory role, he operates Gracefield Enterprises LLC, which manages horse stables. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.
Thomas B
CFP®, Series 63, Series 66
Saint Louis, MO
Cetera
Thomas Birsinger is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Cetera. His prior work includes positions at VOYA Financial Advisors and Northwestern National Life Insurance Company. Outside of advisory services, he is a certified public accountant and operates a tax and accounting firm, Birsinger and Associates CPA LLC, in addition to working as an independent insurance agent and notary public. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing assets for over 800,000 clients across more than 10,000 advisors.
Joseph B
CFP®, Series 66, Series 63
Eureka, MO
Charles Schwab
Joseph Bean is a CFP® professional affiliated with Charles Schwab who has four years of industry experience. Before joining Charles Schwab, he worked at TD Ameritrade and has experience assisting in family business activities including roles at Katie's Pizza and Katie's Frozen. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative-investment onboarding process.
Ryan M
CFP®, Series 63
St Louis, MO
Edward Jones
Ryan Mc Ghee is a CFP® certificant with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He is based in St. Louis, MO, and holds a Series 63 license. 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, supported by a large network of financial advisors and branch offices nationwide.
Jonathan G
Series 66
Saint Louis, MO
Thrivent Investment Management
Jonathan Graf is a financial advisor with Thrivent Investment Management in Saint Louis, MO. He holds a Series 66 designation and has 15 years of industry experience. Graf has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Outside his advisory role, he serves on the boards of the Lutheran Development Group and Urban Golf of Greater St. Louis and owns Lonely Chapel LLC, a consultancy supporting musicians in production and marketing. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm focuses on holistic, goal-based planning across a range of financial topics while keeping planning and managed-account services distinct.
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357 advisors near
63052
within the area shown on the map
Out of 400,000+ nationwide