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555 advisors near
63301
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Out of 400,000+ nationwide
Andrew D
Series 63, Series 66
St. Charles, MO
LPL Financial
Andrew Dittberner is a financial advisor with LPL Financial in St. Charles, MO, holding Series 63 and Series 66 credentials and 35 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory work, he is developing a cut-your-own Christmas tree business expected to launch in several years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.
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.
Francis Z
Series 63, Series 65
St. Louis, MO
LPL Enterprise
Francis Zimmermann is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 42 years of industry experience, including a long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. Zimmermann is also involved in group health and life insurance sales and service with several providers in St. Louis, MO. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charities, and institutions, offering financial planning, advisory, and brokerage services. The firm utilizes a platform that integrates adviser programs with insurance and lending products and leverages third-party portfolio managers and model portfolios for investment advice.
Mariana D
Series 66
Maryland Heights, MO
Edward Jones
Mariana Durham is a Series 66 credentialed financial advisor with eight years of industry experience. She has worked at Edward Jones since 2018 and previously held positions at 3 Spoons and Discover Financial Services. Mariana also has a background in academia from Baylor University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets with a broad nationwide network, offering a range of discretionary and non-discretionary investment solutions under a fiduciary standard.
Shengbing S
Series 63, Series 66
St. Charles, MO
Charles Schwab
Shengbing Shao is a financial advisor with Charles Schwab in St. Charles, MO, holding Series 63 and Series 66 credentials and 11 years of industry experience. His work history includes positions at TD Ameritrade, Beyondtrade Securities Inc., Global Kids English, and Scottrade Inc. Outside of his advisory role, he owns and operates A&B Retail, LLC, a retail business involved in importing products and managing supplier relationships. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment advisory solutions, utilizing multi-asset model portfolios and a centralized operational structure.
Kevin N
Series 66
Maryland Heights, MO
Edward Jones
Kevin Nash is a Series 66-licensed financial advisor with Edward Jones in Maryland Heights, MO, with 14 years of industry experience. He has been with Edward Jones since 2012. 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, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.
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.
Catherine K
Series 66
Maryland Heights, MO
Edward Jones
Catherine Kane is a financial advisor at Edward Jones with 17 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2008. Outside of her advisory work, she is a co-owner of Arizona Oaks LLC, an LLC established jointly for the purpose of owning a shared vacation property. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and affiliated services, supported by a large national network of advisors and branch offices.
Timothy B
Series 66
Maryland Heights, MO
Edward Jones
Timothy Bolhafner is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. 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, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.
Sarah B
CFP®, Series 66
St Charles, MO
Edward Jones
Sarah Brenker is a CFP® and Series 66 credentialed financial advisor with 17 years of industry experience. She has been with Edward Jones in St. Charles, MO since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors.
Krista S
Series 66
Maryland Heights, MO
Edward Jones
Krista Sjurson is a Series 66-registered financial advisor with Edward Jones in Maryland Heights, MO, with 14 years of industry experience, all of which have been with Edward Jones since 2012. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.
Fengjia L
Series 66
Maryland Heights, MO
Edward Jones
Fengjia Liu is a financial advisor at Edward Jones with eight years of industry experience. Liu holds a Series 66 designation and has been with Edward Jones since 2017. In addition to his advisory role, he serves as a PSYOP Officer in the United States Army Reserve, where he plans and supervises training and operations. Edward Jones is a full-service wealth management firm serving both individual and institutional clients through a broad network of advisors and branch offices. The firm offers a range of advisory programs and investment strategies, including managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Justin M
Series 66
Maryland Heights, MO
Edward Jones
Justin Major is a financial advisor at Edward Jones with nine years of experience at the firm and a total of three years in the industry. He holds a Series 66 designation and previously worked at K-Force and Primerica. Outside of his advisory role, he operates a small family roofing business on a referral basis. 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 strategies, SMAs, and affiliated mutual funds, and maintains a large network of financial advisors and branch offices nationwide.
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.
Daniel P
Series 66
St Louis, MO
LPL Financial
Daniel Portman is a financial advisor with LPL Financial in St. Louis, MO, holding a Series 66 designation and 20 years of industry experience. His prior experience includes roles with Waddell & Reed, Inc. and various insurance carriers connected to W&R Insurance Agencies. Outside of advisory work, he is involved with Modena Classic Cars, LLC, a business unrelated to investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management with access to diverse model portfolios and research resources.
Taha T
Series 66
Maryland Heights, MO
Edward Jones
Taha Tyebjee is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Kellogg's and the University of Wisconsin-Madison, and was involved with Top Nosh, LLC for over a decade. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of thousands of financial advisors and branch offices.
Khari C
Series 66
Maryland Heights, MO
Edward Jones
Khari Collico is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and 16 years of industry experience. He has been 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, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors and branch offices.
Nikki C
Series 66
Maryland Heights, MO
Edward Jones
Nikki Corey is a financial advisor at Edward Jones with 17 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Marveena M
Series 66
Florissant, MO
Edward Jones
Marveena Miller is a financial advisor with Edward Jones in Florissant, MO, holding a Series 66 designation and with seven years of industry experience. She previously worked at Mobile Eye Solutions and Ferguson Special Business District. Outside of her advisory role, she serves as a part-time community director for the Ferguson Neighborhood Improvement Program, assisting with grant research and writing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and is notable for its extensive retail advisor and branch network.
George N
CFP®, Series 63
St. Charles, MO
OSAIC
George Nagel is a CFP® with 46 years of industry experience. He is currently affiliated with Osaic Wealth, Inc. and has previously worked at Financial Legacy Associates, LLC and Royal Alliance Associates, Inc. He is also the statutory agent for Oak Tree Financial Group, Inc., where he sells miscellaneous insurance policies and annuities. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to manage diverse portfolios.
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Finding advisors...
555 advisors near
63301
within the area shown on the map
Out of 400,000+ nationwide