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587 advisors near
62269
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Kevin S
Series 66
St. Louis, MO
STIFEL
Kevin Schindler is a financial advisor at Stifel in St. Louis, MO, holding a Series 66 designation with 8 years of industry experience. He has been with Stifel since 2010. Outside of his advisory role, he is involved with Schindler Enterprises, LLC. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.
Michael M
Series 63, Series 66
St. Louis, MO
STIFEL
Michael Mc Namee is a financial advisor at Stifel with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing, Commerce Brokerage Services, Inc., and TD Ameritrade. He has been with Stifel since 2018. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, which provide asset allocation and planning analyses used as a basis for client decisions.
Alison M
Series 66
St. Louis, MO
STIFEL
Alison Mc Quaid is a financial advisor at Stifel with 17 years of industry experience and holds a Series 66 designation. She has worked at Stifel Nicolaus & Co Inc since 2018, following four years at Scottrade, Inc. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation guidance.
Austin S
Series 66
St. Louis, MO
STIFEL
Austin Stout is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and one year of industry experience. Prior to joining Stifel in 2022, he worked at Enterprise Rent-A-Car, Dierbergs, and Schnucks. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decision-making.
Dominic R
Series 65, Series 66
St Louis, MO
STIFEL
Dominic Renaud is a financial advisor at Stifel with two years of industry experience. He holds the Series 65 and Series 66 designations and previously worked at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of his advisory role, he coaches hockey group classes and individual players at Saint Peters Rec Plex. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach combines proprietary analysis and probabilistic modeling to provide asset allocation and planning guidance.
Rhiannon S
Series 66
St. Louis, MO
STIFEL
Rhiannon Steinkamp is a financial advisor at Stifel with four years of industry experience. She has been with Stifel since 2019 and previously worked in the car wash industry. Outside of her advisory role, she assists family and friends with travel planning through a personal travel advisory activity. Stifel serves a diverse client base, including individuals, institutions, and municipal entities, providing brokerage and advisory services supported by proprietary investment analysis and planning methodologies.
Stephen C
Series 66
St. Louis, MO
STIFEL
Stephen Czaicki is a financial advisor at Stifel with a Series 66 designation and five years of industry experience. He has been with Stifel, Nicholas and Company, Inc. since 2018, including a prior contractor role through Avenica LLC. His work history also includes positions at the University of Missouri St. Louis. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that utilizes forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.
Andrew K
Series 63, Series 65
Swansea, IL
LPL Enterprise
Andrew Kueker is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment implementation is primarily model-driven, utilizing portfolios developed by internal and third-party strategists, and it offers access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.
Bradley C
Series 63, Series 65
St. Louis, MO
STIFEL
Bradley Cook is a financial advisor at Stifel with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2015. Stifel serves a diverse group of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm uses a proprietary investment analysis methodology developed by its Investment Strategy Group to support asset allocation and financial planning.
Kyle K
Series 66
St. Louis, MO
STIFEL
Kyle Kaimann is a financial advisor at Stifel based in St. Louis, MO, holding a Series 66 designation with three years of experience at the firm. His prior experience includes roles at Hickory Hills Country Club, Missouri State University, and Pickleman's. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.
Amy T
Series 66, Series 63
St. Louis, MO
STIFEL
Amy Thien is a financial advisor at Stifel with 15 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at firms including IFG Advisory, LPL Financial, and Morris Shank Wealth Management. She has been with Stifel since 2020. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach utilizes proprietary methodologies for asset allocation and planning, with services spanning fee-based financial planning, wrap programs, and third-party adviser recommendations.
James T
CFP®, Series 66
St. Louis, MO
STIFEL
James Taylor is a CFP® and holds a Series 66 license, serving as a financial advisor at Stifel in St. Louis, MO with seven years of industry experience. He spent over three decades at US Bank before joining Stifel in 2019. Outside of his advisory role, Taylor serves as Vice President of the Dunlap Lake Homeowners Association in Edwardsville, IL. Stifel provides a range of brokerage and investment advisory services to individuals, institutional clients, and charitable organizations, utilizing a proprietary investment methodology developed by its Investment Strategy Group. The firm offers episodic fee-based financial planning, including asset allocation and retirement analyses, with clients generally retaining discretion over implementation.
Michael S
CFP®, Series 66, Series 63
Fairview Height, IL
Edelman Financial Engines
Michael Streeto is a CFP®-credentialed financial advisor with 24 years of industry experience. He is currently with Edelman Financial Engines, having joined in 2024, and previously worked at Charles Schwab & Co., Inc and TD Ameritrade. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with an emphasis on diversified portfolios and long-term strategies.
Molly K
Series 66
Swansea, IL
LPL Enterprise
Molly Kim is a Series 66 licensed advisor at LPL Enterprise with one year of industry experience. She has held roles at Mass General Brigham since 2022 and has previous work experience at College Church, Wheaton College, and Quincy Senior High School. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm emphasizes model-driven investment implementation using portfolios developed by internal and third-party strategists and offers financial planning, access to third-party asset managers, and participation in wrap programs.
Amy A
Series 63, Series 66
St. Louis, MO
STIFEL
Amy Aichholz Pachan is a financial advisor at Stifel with 16 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2015 and holds Series 63 and Series 66 licenses. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services based on proprietary investment analysis and allocation methodologies.
Craig M
Series 66
St. Louis, MO
STIFEL
Craig Motsinger is a financial advisor at Stifel with 13 years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2018, with prior experience at TD Ameritrade and Scottrade. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning analyses.
Amy R
Series 66
St. Louis, MO
STIFEL
Amy Robert is a Series 66-licensed financial advisor at Stifel with 14 years of industry experience. She has worked at Stifel Nicolaus & Co. Inc. since 2014. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services such as fee-based financial planning and recommendations of third-party advisers. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing analyses to support client decision-making.
Grant A
Series 66
St. Louis, MO
STIFEL
Grant Ahlheim is a financial advisor at Stifel with one year of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, and operated Ahlheim and Dorsey. Outside of his advisory role, he works as a delivery driver for Uber. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation models developed by its Investment Strategy Group.
Zachary S
Series 66
Collinsville, IL
Thrivent Investment Management
Zachary Sampl is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and six years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2019, following prior roles at SignalPoint Asset Management and Missouri State University. Outside of his advisory work, he serves as a member of the Parish Council at St. Francis of Assisi Catholic Church, providing advisory support to church leadership. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits. The firm provides holistic, goal-based financial analyses and planning across multiple areas while keeping planning services separate from managed-account programs.
William Z
Series 63, Series 65, Series 66
Granite City, IL
Cambridge Investment Research Advisors
William Ziebold is a financial advisor with Cambridge Investment Research Advisors. He holds Series 63, 65, and 66 credentials and has 34 years of industry experience. Outside of his advisory work, he is involved in a rock band called ZB'S BAND. Cambridge Investment Research Advisors serves a diverse client base including individual, institutional, pension, and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of financial professionals and managing a multi-billion dollar asset base across multiple platforms.
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Finding advisors...
587 advisors near
62269
within the area shown on the map
Out of 400,000+ nationwide