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415 advisors near
63365
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Out of 400,000+ nationwide
Dana L
Series 66
St Peters, MO
Edward Jones
Dana Lewis is a financial advisor at Edward Jones in St Peters, MO, holding a Series 66 designation with nine years of industry experience. Prior to his current role, he worked at CCL Label and has involvement in a manufacturing business imprinting logos on promotional products. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, supported by a large network of advisors and branches nationwide.
Daniel S
Series 66
Wildwood, MO
LPL Financial
Daniel Stavrides is a financial advisor at LPL Financial with 16 years of industry experience. He holds a Series 66 designation and previously worked at U.S. Bancorp Investments, Cetera, and Regions Bank. Outside of advising, Stavrides is involved in small business ventures including ownership of Melting Pot Card, Collective, LLC and Stavy's Resal Shop, as well as working as an Uber Eats driver. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, using both discretionary and non-discretionary management supported by research and model portfolios.
Christopher C
Series 66
O Fallon, MO
J.P. Morgan Securities
Christopher Curry is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, and Verizon Wireless. Curry is currently based in O Fallon, Missouri. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management functions.
Michael M
Series 66
O Fallon, MO
Edward Jones
Michael Mc Ghee is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014, based in O’Fallon, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients and managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.
Alexander O
CFP®, Series 66
Weldon Spring, MO
Ameriprise
Alexander Ottinger is a CFP® and holds a Series 66 license, with nine years of industry experience. He has worked at Ameriprise Financial Services since 2016, following five years at Alexander Realty. Ottinger is based in Weldon Spring, Missouri. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.
Sharyn K
Series 66
Lake Saint Louis, MO
Edward Jones
Sharyn Kellison is a Series 66-licensed financial advisor with Edward Jones in Lake Saint Louis, MO, bringing nine years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.
Dennis H
Series 66, Series 63
Cottleville, MO
Edward Jones
Dennis Hunt is a financial advisor at Edward Jones with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 1996. Outside of his advisory role, he manages residential rentals for family members. 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 options, supported by a large network of financial advisors and branch offices nationwide.
Nathan M
Series 66
Saint Albans, MO
LPL Financial
Nathan Messer is a financial advisor with LPL Financial in Saint Albans, Missouri, holding a Series 66 credential and five years of industry experience. His prior work includes roles at TD Ameritrade, Life Time Fitness, and as a self-employed professional. Outside of advising, he is active as a social media content creator. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory and brokerage services, including financial planning, retirement consulting, and access to model portfolios supported by research from LPL and third-party sources.
Thomas W
Series 66
Chesterfield, MO
Ameriprise
Thomas Weaver is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Ameriprise Financial, UBIX, Byrne and Jones Construction, Old Warson Country Club, and Rhodes College. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides written retirement income plans and ongoing tax-aware withdrawal advice. The firm’s approach integrates in-depth investment research and proprietary tools within a defined investment framework.
Nicholas W
CFP®, Series 66
St Peters, MO
Edward Jones
Nicholas Wilson is a CFP® and Series 66-licensed financial advisor with Edward Jones in St Peters, MO. He has 14 years of industry experience and has been with Edward Jones since 2011. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including 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 with a nationwide network of more than 23,700 financial advisors.
Katelyn B
Series 66
Washington, MO
LPL Financial
Katelyn Baker is a financial advisor with LPL Financial in Washington, MO, holding a Series 66 designation and having 2 years of industry experience. She has been with LPL Financial since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting with both discretionary and non-discretionary management supported by in-house and third-party research.
Caleb S
Series 66
Wentzville, MO
LPL Financial
Caleb Sanders is a financial advisor with LPL Financial holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2026, he worked at United Planners and Tribute Financial and serves as a worship pastor at Reclaim Christian Church. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a wide network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and multiple investment strategies.
Stephen B
Series 63, Series 66
O'Fallon, MO
Edward Jones
Stephen Bommarito is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward Jones since 1999 and holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of over 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets and provides affiliated mutual funds, tax-efficient services, and a fiduciary standard across its advisory offerings.
Michael B
Series 66
Wright City, MO
Edward Jones
Michael Baryo II is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to his current role, he worked with Clayton Plaza Hotel, Ferguson Florissant School District, and LGC Associates. 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, managing approximately $1.01 trillion in assets.
Timothy K
Series 66, Series 63
Washington, MO
Cambridge Investment Research Advisors
Timothy Kluesner is a financial advisor with Cambridge Investment Research Advisors in Washington, MO. He holds Series 66 and Series 63 designations and has 12 years of industry experience. Prior to his current role, he worked at Farmers Financial Solutions and Farmers Insurance Group for 12 years. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements.
Floyd M
Series 66
Wentzville, MO
Edward Jones
Floyd Mungoma is a financial advisor with Edward Jones in Wentzville, MO. He holds a Series 66 designation and has six years of experience, including prior roles at KFORCE, TD Ameritrade, McKnight Assisted Living, Webster Rockhill Ministries, and Guckenheimer Inc. 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 affiliated investment products through a nationwide network of more than 23,700 financial advisors.
Richard F
Series 66
Warrenton, MO
Edward Jones
Richard Flores is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2021. Prior to this, he was involved in professional golf for 20 years and has owned a consulting business related to golf and club fitting. He also assists with park maintenance for the City of Bridgeton. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of investment advisory programs and affiliated financial services through a nationwide network of advisors and branches.
Patrick C
Series 63, Series 66
Glencoe, MO
Edward Jones
Patrick Chanod Jr. is a financial advisor at Edward Jones with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2005. 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 options, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.
David M
ChFC®, Series 66
O'Fallon, MO
Edward Jones
David Marsek is a financial advisor with Edward Jones in O'Fallon, MO, holding the ChFC® and Series 66 designations. He has 16 years of industry experience, all with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated products through a nationwide network of advisors and branch offices.
Joseph O
Series 63, Series 66
O'Fallon, MO
STIFEL
Joseph Ogden is a financial advisor at Stifel with 32 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2008 and holds the Series 63 and Series 66 designations. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and state and municipal entities. The firm offers brokerage and investment advisory services, with an investment approach based on a proprietary methodology developed by its Investment Strategy Group using forward-looking capital market assumptions and probabilistic modeling.
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Finding advisors...
415 advisors near
63365
within the area shown on the map
Out of 400,000+ nationwide