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558 advisors near
63301
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Out of 400,000+ nationwide
Michael Z
Series 66
St. Louis, MO
LPL Enterprise
Michael Zimmermann is a financial advisor at LPL Enterprise with seven years of industry experience. He holds the Series 66 designation and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, Zimmermann owns an LLC currently in development. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm primarily offers model-driven investment implementation and access to third-party asset managers, alongside affiliated insurance and trust services.
Justin M
Series 66
Saint Peters, MO
Raymond James Financial
Justin Miller is a financial advisor at Raymond James Financial with 18 years of industry experience. He holds the Series 66 designation and has worked with Raymond James Financial Services Advisors, Inc. and associated firms since 2016. Outside of his advisor role, he owns and operates two support companies, CAKKS Financial LLC and Fireside Financial. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, incorporating risk profiling and analytical modeling to support client goals.
Christine M
Series 66
Maryland Heights, MO
Edward Jones
Christine Moseley is a Series 66-licensed financial advisor with Edward Jones in Maryland Heights, MO, where she has worked since 2010. She has 15 years of industry experience. Outside of her advisory role, she is a rental property owner in St. Louis, MO. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.
Daniel W
Series 63, Series 66
O'Fallon, MO
Merrill
Daniel Wiegner is a financial advisor at Merrill with nine years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade, and Scottrade. Outside of his advisory work, he serves as a general manager consultant for Fitzpatrick Pharmacy, a retail pharmacy business where he produces medical prescription data reports. 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, pension plans, corporations, and charitable organizations.
John B
CFP®, Series 63
Cottleville, MO
Ameriprise
John Beaudoin is a CFP®-certified financial advisor with Ameriprise in Cottleville, MO, bringing 35 years of industry experience. He has been with Ameriprise since 2005, including his current role starting in 2020. Outside of his advisory work, he co-owns JABMB LLC, a business that assists with operations and succession planning for financial practices. Ameriprise offers a retirement-income planning service targeted at clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.
Shane M
CFP®, Series 66
St Charles, MO
Edward Jones
Shane Myers is a CFP® professional with 16 years of experience in financial advising. He has been with Edward Jones since 2011. The firm serves more than four million individual and institutional clients with a range of wealth management services. Edward Jones manages over $1 trillion in assets through its nationwide network of advisors and offers both discretionary and non-discretionary investment strategies along with affiliated mutual funds and trust services.
David C
Series 63, Series 65
Maryland Heights, MO
Edward Jones
David Cummings is a financial advisor with Edward Jones in Maryland Heights, MO, holding Series 63 and Series 65 licenses and having 23 years of industry experience. He has worked at Edward Jones since 2016 and previously held roles at 440 Investment Group, LLC, Intl Advisory Consultants Inc., and RCP Advisors, LLC. Outside of his advisory work, he serves on the board of the Mid-American Alternative Investment Association, coaches middle school basketball, and is involved with the Fathers & Families Support Center. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a nationwide network of financial advisors and branch offices.
Jennifer L
Series 66
Maryland Heights, MO
Edward Jones
Jennifer Logush is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and 11 years of experience with the firm. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Amy O
CFP®, Series 63, Series 66
Saint Peters, MO
Raymond James Financial
Amy O Neill is a CFP® professional with 12 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. She has held roles at Raymond James since 2015 and was previously associated with One Financial Group from 2018 to 2021. Outside of her advisory work, O Neill is CEO and branch manager of two support companies, One Financial Group and Schneider Asset Management Group LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using quantitative tools and supports municipal and public-finance work through a unique institutional affiliation.
Nicholas N
CFP®, Series 66
Maryland Heights, MO
Edward Jones
Nicholas Ninedorf is a CFP®-certified financial advisor with 16 years of experience, currently serving clients at Edward Jones since 2010. He holds the Series 66 designation and is based in Maryland Heights, MO. 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, operating under a fiduciary standard.
Joshua L
CFP®, Series 66
St Louis, MO
Edward Jones
Joshua Loeffler is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. He is based in St. Louis, MO, and holds a Series 66 designation. Outside of his advisory role, he is a partner in The Chocolate Rooster, a bakery located in Marthasville, MO. 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 strategies, separately managed accounts, and affiliated mutual funds.
Michael S
Series 63, Series 66
O Fallon, MO
Edward Jones
Michael Sullivan is a financial advisor with Edward Jones in O’Fallon, MO, holding Series 63 and Series 66 credentials and with 26 years of industry experience. He has been with Edward Jones since 2001. 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 wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Matthew H
Series 66
Cottleville, MO
Edward Jones
Matthew Hunt is a financial advisor with Edward Jones in Cottleville, MO, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones, he worked at Chick-Fil-A and Vector Marketing. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Gabriel Y
Series 63, Series 66
Maryland Heights, MO
Edward Jones
Gabriel Young is a financial advisor at Edward Jones with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2000. 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 services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.
John B
Series 66
Maryland Heights, MO
Edward Jones
John Blanchard is a Series 66-licensed financial advisor with Edward Jones, based in Maryland Heights, MO. He has 13 years of industry experience and 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 range of advisory programs and investment strategies under a fiduciary standard. The firm is notable for its extensive national network of advisors and branches, as well as its affiliated capabilities including a trust company and proprietary mutual funds.
Evanne H
Series 63, Series 65
St Louis, MO
LPL Financial
Evanne Hardin is a financial advisor at LPL Financial with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at firms including Merrill and Dale Von Hoffman. In addition to her advisory work, she is a commissioned notary in the state of Missouri. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.
Trevor W
CFP®, Series 66
Maryland Heights, MO
Edward Jones
Trevor Webster is a CFP® professional with 17 years of industry experience, currently affiliated with Edward Jones since 2008. He holds a Series 66 license and operates out of St. Louis, MO. Outside of his advisory role, he is the owner and president of WTACB Investments, a passive investment in a six-unit apartment building. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts.
Tyler P
Series 66
Maryland Heights, MO
Edward Jones
Tyler Price is a financial advisor at Edward Jones with eight years of industry experience. He has held his current position since 2016 and previously worked at Brooks Brothers for three years. Tyler 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, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.
Denise S
Series 63, Series 66
Cottleville, MO
Edward Jones
Denise Sevick is a financial advisor with Edward Jones in Cottleville, MO, holding Series 63 and Series 66 licenses and with 22 years of industry experience. She has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and operating under a fiduciary standard. The firm is notable for its large retail advisor and branch network, affiliated mutual funds, and trust company services.
Kristian F
Series 66
Maryland Heights, MO
Edward Jones
Kristian Frazier is a financial advisor with Edward Jones, holding a Series 66 designation and 18 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 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 affiliated mutual funds, operating under a fiduciary standard.
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Finding advisors...
558 advisors near
63301
within the area shown on the map
Out of 400,000+ nationwide