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558 advisors near
63301
within the area shown on the map
Out of 400,000+ nationwide
Kimberly S
Series 66
Maryland Heights, MO
Edward Jones
Kimberly Skaggs is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2010. 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 financial advisors and branch offices.
Tony G
Series 63
Maryland Heights, MO
Edward Jones
Tony Gumper is a financial advisor at Edward Jones in Maryland Heights, MO, holding a Series 63 designation with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and is noted for its extensive network of financial advisors and branch offices, as well as its affiliated capabilities beyond advisory services.
James W
Series 63, Series 65
St. Peters, MO
LPL Financial
James Welch is a financial advisor with LPL Financial in St. Peters, MO, holding Series 63 and Series 65 credentials and having 28 years of industry experience. His prior roles include positions at Commerce Bank, Regions Bank, Cetera, and The Prudential Insurance Company of America. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.
Man Dee A
Series 66
Maryland Heights, MO
Edward Jones
Man Dee Alevizos is a financial advisor at Edward Jones with nine years of industry experience. Prior to joining Edward Jones in 2017, Alevizos worked five years at Indiana Farm Bureau Insurance. She holds the Series 66 designation and is based in Maryland Heights, Missouri. 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 nationwide network of more than 23,000 financial advisors and 15,000 branch offices.
Michelle K
Series 66
Saint Charles, MO
Edward Jones
Michelle Kozemczak is a financial advisor with Edward Jones in Saint Charles, Missouri. She holds the Series 66 designation and has 9 years of industry experience, all with Edward Jones since 2015. 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 with a network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.
Dustin H
Series 63, Series 66
Weldon Spring, MO
Edward Jones
Dustin Harwell is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices, offering a range of advisory strategies such as discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
Francis M
Series 63, Series 65
Saint Peters, MO
Wells Fargo Advisors
Francis Mundwiller is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 57 years of industry experience. He has worked at Wells Fargo Advisors Financial Network since 2009 and previously worked at Morgan Stanley from 2000 to 2003. Mundwiller also co-owns Smith-Mundwiller Securities LLC, an investment-related business in St. Charles, Missouri. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutions. The firm offers a broad range of financial planning services, including specialized planning for business-owner transitions and special-needs analysis, utilizing firm research and planning tools to develop tailored client recommendations.
Jamey B
Series 63, Series 66
St Peters, MO
Edward Jones
Jamey Biegener is a financial advisor at Edward Jones with seven years of industry experience, including 18 years at DataServ, LLC prior to joining his current firm. He holds Series 63 and Series 66 designations. Outside of his advisory role, Jamey manages the Eagles soccer team for Sadida FC in St. Charles, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and operates under a fiduciary standard.
Ty K
Series 66
Saint Charles, MO
Edward Jones
Ty Klicker is a financial advisor at Edward Jones in Saint Charles, MO, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at 1st Phorm and Supplement Superstores. He is also a part-time trainer at P3 in Wentzville, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, managing over $1 trillion in assets through a nationwide network of financial advisors.
Stephen S
Series 66
Florissant, MO
Edward Jones
Stephen Sutterer is a financial advisor at Edward Jones in Florissant, MO, holding a Series 66 designation. He has over 11 years of industry experience, including his prior role at Tri National Inc. from 2015 to 2026. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.
James T
Series 63, Series 65
St. Charles, MO
Equitable Advisors
James Tennyson is a financial advisor with Equitable Advisors in St. Charles, MO, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory work, he is the owner of Tennyson Farms and serves as a trustee authorized to make trades for his father's estate. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives. The firm emphasizes a client-specific approach that assesses risk tolerance and matches clients with suitable program models or discretionary managers, utilizing both proprietary and third-party asset management solutions.
Deborah P
Series 63, Series 66
Maryland Heights, MO
Edward Jones
Deborah Porter is a financial advisor at Edward Jones with 11 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Focus Partners Wealth LLC, TD Ameritrade, and Scottrade. 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.
Jeffrey G
Series 63, Series 65
O'Fallon, MO
Cambridge Investment Research Advisors
Jeffrey Gigax is a financial advisor with Cambridge Investment Research Advisors in O'Fallon, Missouri, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Cambridge since 2010 and has prior experience at United First and Gateway Financial Advisors. Outside of his advisory work, he is involved as an independent insurance agent and has roles in mortgage origination and real estate ventures. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through numerous Financial Professionals. The firm supports discretionary and non-discretionary management and provides access to third-party advisers and proprietary model strategies.
Eric T
Series 66
Hazelwood, MO
Edward Jones
Eric Tucker is a financial advisor at Edward Jones in Hazelwood, MO, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.
Matthew P
Series 66
Maryland Heights, MO
Edward Jones
Matthew Palasky is a financial advisor at Edward Jones with ten years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Michael W
Series 66
Maryland Heights, MO
Edward Jones
Michael Woerner is a financial advisor at Edward Jones with 17 years at the firm and 8 years of industry experience. He holds the Series 66 designation. Woerner serves on the advisory board for The Boeing Center for Technology, Information & Manufacturing in St. Louis, participating in board meetings and supporting student-led consulting projects. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.
Charles O
Series 63, Series 66
Maryland Heights, MO
Edward Jones
Charles Orban is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1991. Outside of his advisory role, he manages Steadfast Farms LLC, a recreational farm business in Marthasville, Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large network of advisors and branches nationwide.
Emma B
Series 66
Maryland Heights, MO
Edward Jones
Emma Benesek is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and worked previously at the University of Arkansas in Fayetteville and Freddy's Frozen Custard & Steakburgers. 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 advisory programs and investment strategies under a fiduciary standard.
Ryan A
CFP®, Series 63, Series 65
Saint Charles, MO
LPL Financial
Ryan Alsup is a CFP®-certified financial advisor with 24 years of industry experience. He is currently with LPL Financial and First State Bank, having previously worked at Invesco Advisers, Inc. and Invesco Distributors, Inc. for 13 years. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Anita D
Series 63, Series 66
Maryland Heights, MO
Edward Jones
Anita Dearing is a financial advisor at Edward Jones with 24 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Edward Jones since 1991. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets, supported by a nationwide network of financial advisors and branch offices.
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Finding advisors...
558 advisors near
63301
within the area shown on the map
Out of 400,000+ nationwide