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David R
Series 66
Imperial, MO
Founders Financial Securities LLC
David Ryan is a financial advisor with Founders Financial Securities LLC, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Cadre Asset Management, Brokers International Financial Services, and Stifel. Outside of finance, he serves as Chief Financial Officer for Ryan Family Veterinary Medicine and is involved in community activities such as coaching youth basketball and participating in military mental health awareness initiatives. Founders Financial Securities serves individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients through a network of registered investment adviser representatives. The firm offers a range of portfolio management programs and fiduciary retirement plan services, utilizing both traditional and non-traditional delivery methods including subscription-based retirement education and co-advised private wealth solutions.
Stephanie P
Series 63, Series 65
Chesterfield, MO
Sequent Planning, LLC
Stephanie Pogue is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. She has been with Sequent Planning since 2018 and is also the owner and licensed insurance agent of St. Louis Insurance Group, a business offering insurance products and services. Sequent Planning, LLC, operating as Futurity First Wealth Management, is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm provides asset management, financial planning, access to third-party managers, and comprehensive retirement plan services through a network of independent advisers using a structured risk framework and diversified investment strategies.
Scott N
Series 63, Series 65
St. Louis, MO
Foundations Investment Advisors LLC
Scott Nolen is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and several advisory groups, with additional involvement as an independent insurance agent and providing non-legal estate planning administrative services. He serves on the examination board of the National Association of Certified Financial Fiduciaries and conducts seminars with the American Financial Education Alliance aimed at improving financial literacy. Foundations Investment Advisors LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies through a large network of affiliated offices. The firm employs a range of analytical approaches and uses model portfolios with discretionary and non-discretionary authority to manage client assets.
Kent K
CFP®, Series 66
St. Louis, MO
Visionary Wealth Advisors, LLC
Kent Kobernus is a CFP®-designated financial advisor with nine years of industry experience. He is associated with Visionary Wealth Advisors, LLC and has worked at Saxony Securities, Inc., Krilogy Financial, Bank of America, N.A., Merrill, and The Boeing Company. Visionary Wealth Advisors offers financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within an asset allocation framework based on Modern Portfolio Theory.
Brent S
Series 66
Chesterfield, MO
Arax Advisory Partners
Brent Spicuzza is a financial advisor at Arax Advisory Partners with 26 years of industry experience. He holds the Series 66 designation and has worked previously at Equitable Advisors, Summit Wealth Strategies, and Summit X. He serves as secretary on the board of Summit Bancshares, Inc. Arax Advisory Partners provides wealth management and advisory services to a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers portfolio management, financial planning, retirement consulting, and private fund advisory, utilizing a mix of traditional and alternative investments managed by in-house teams and external managers.
John M
Series 63, Series 65
St. Louis, MO
Krilogy
John Mcarthur is a financial advisor with Krilogy Financial LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked at Saxony Securities Inc since 2014 and has been affiliated with Kansas City Life Insurance and Krilogy Financial since 2012. Outside of his advisory role, he is involved in managing private investment funds and serves on the advisory board for a financial industry podcast focused on private markets. Krilogy Financial LLC serves individuals and families, including high- and ultra-high-net-worth clients, as well as qualified retirement plans, charitable organizations, foundations, institutions, and businesses. The firm employs a primarily long-term investment approach with tactical overlays, combining quantitative, qualitative, and fundamental analysis, and offers a range of services including portfolio management, financial planning, corporate retirement plan consulting, and family office services.
James C
PFS™, Series 65
St. Louis, MO
Wealth Management
James Curran is a financial advisor at Wealth Management with 15 years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to his current role, he worked at firms including Smith Patrick LLC and KEB Wealth Advisors. Outside of advising, Curran is also an accountant at Smith Patrick LLC, focusing on tax and management duties. Wealth Management advises individuals, high-net-worth clients, and institutional clients, offering discretionary asset management, fiduciary services, and financial planning. The firm employs diversified, passively managed portfolios using no-load mutual funds and ETFs, emphasizing fee transparency and cost minimization.
Samuel S
CFP®, ChFC®, Series 63
St. Louis, MO
Krilogy
Samuel Streb is a CFP® and ChFC® accredited financial advisor with five years of industry experience. He is currently with Krilogy and has previously worked at Northwestern Mutual and several other firms. Outside of finance, he has experience working in the hospitality and residential construction industries. Krilogy serves a diverse client base including high-net-worth individuals, corporate and institutional clients, family offices, and charitable organizations. The firm employs a long-term investment philosophy with a combination of active and passive strategies, and provides a range of services from portfolio management to family office support.
Steven F
CFP®, Series 63
St. Louis, MO
Argent Capital Management LLC
Steven Finerty is a CFP®-designated financial advisor with 27 years of industry experience. He has been with Argent Capital Management LLC since 1998 and also maintains concurrent roles with Moneta Group, LLC and associated entities since 2005. Argent Capital Management is an employee-owned registered investment adviser managing approximately $3.99 billion in client assets. The firm serves endowments, foundations, pension funds, investment companies, and high net worth individuals through discretionary domestic equity portfolio management, utilizing a team-based approach focused on concentrated, low-turnover portfolios of high-quality, enduring businesses.
Mark K
Series 65
St. Louis, MO
Financial & Tax Architects, LLC
Mark Kukielski is a financial advisor at Financial & Tax Architects, LLC with nine years of industry experience. He holds a Series 65 credential and has worked previously at American Income Life. Kukielski is also an insurance agent involved with FTA Insurance Services, LLC. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm uses proprietary investment strategies involving ETFs and individual securities, offers retirement-plan consulting, and operates a sub-advisory business serving other advisory firms.
Timothy H
Series 65
St. Louis, MO
Visionary Wealth Advisors, LLC
Timothy Hanser is a financial advisor with Visionary Wealth Advisors, LLC in St. Louis, MO, holding a Series 65 designation and 13 years of industry experience. He previously worked at Buckingham Asset Management, LLC for five years and Clayton Financial Group, LLC for four years. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.
Jeremiah S
Series 65, Series 63
St. Louis, MO
Foundations Investment Advisors LLC
Jeremiah Skaggs is a financial advisor with Foundations Investment Advisors LLC, holding Series 65 and Series 63 licenses and three years of industry experience. He previously worked with Northwestern Mutual and Anheuser Busch. Outside of his advisory role, he conducts seminars through the American Financial Education Alliance aimed at reducing financial illiteracy. Foundations Investment Advisors provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies, employing a variety of analytical approaches and utilizing model portfolios and third-party sub-advisers.
Robert S
Series 65
Chesterfield, MO
Acropolis Investment Management
Robert Schramm is a financial advisor with Acropolis Investment Management, L.L.C., holding a Series 65 credential and over 20 years of industry experience. He has been with Acropolis since 2004. Acropolis Investment Management is a fee-only wealth management firm serving individual investors, institutional clients, and company-sponsored retirement plans. The firm employs a committee-driven investment process focused on strategic asset allocation, tax-aware implementation, and a blend of equities, bonds, mutual funds, and ETFs, with an emphasis on U.S. markets.
Bryce B
Series 65
St. Louis, MO
Visionary Wealth Advisors, LLC
Bryce Beck is a financial advisor at Visionary Wealth Advisors, LLC in St. Louis, MO, holding a Series 65 designation with one year of industry experience. Prior to joining Visionary Wealth Advisors, he worked at Peace Haven and CedarS CampS and has experience in education at Principia Upper High School and Saint Louis University. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm uses model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.
Samuel H
Series 63, Series 65
Labadie, MO
First Heartland Consultants, Inc.
Samuel Hagemann is a financial advisor with First Heartland Consultants, Inc. in Labadie, MO, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with First Heartland Capital Inc since 2015. Outside of his advisory role, he is an insurance agent owning Clark Insurance Agency, where he sells various insurance products. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for 401(k) accounts, and both wrap and non-wrap asset management through a network of independent investment adviser representatives.
Jeanine D
Series 63, Series 65
St Louis, MO
First Heartland Consultants, Inc.
Jeanine Devine is a financial advisor with First Heartland Consultants, Inc. in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked with First Heartland Capital Inc since 2002 and has been involved in insurance sales through A. Jay Meier Insurance Agency Inc since 1993. Devine serves as president of the local chapter of the American Financial Education Alliance, a nonprofit focused on financial education. First Heartland Consultants provides advisory services to a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, asset management, and third-party asset management solutions delivered through a network of independent investment adviser representatives.
William G
Series 63, Series 65
Chesterfield, MO
BFC PLANNING, Inc.
William Gebhart is a financial advisor at BFC Planning, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at PFS Investments Inc and Primerica Financial Services. He also serves as a life insurance agent with Delta Investment Services. BFC Planning, Inc. serves a diverse client base including individuals, corporations, pension plans, and trusts through a network of approximately 200 investment adviser representatives. The firm offers financial planning, portfolio management, and access to various sub-advisory programs, employing a range of investment strategies and platforms tailored to client needs.
Nathan L
Series 65
Chesterfield, MO
Acropolis Investment Management
Nathan Levinson is a financial advisor with Acropolis Investment Management, L.L.C. He holds a Series 65 credential and has one year of industry experience. Prior to joining Acropolis, he held positions at Midwest Pool Management and Draft Room, and he was affiliated with the University of Colorado - Boulder. Acropolis Investment Management, LLC is a fee-only wealth management firm serving individual investors, institutional clients, and company-sponsored retirement plans. The firm employs a committee-driven investment process focused on strategic asset allocation, tax-aware implementation, and low turnover, utilizing a mix of equities, bonds, mutual funds, and ETFs.
Jeffrey B
CFP®, Series 63, Series 66
Chesterfield, MO
Independent Wealth Network, Inc.
Jeffrey Bone is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Independent Wealth Network, Inc. His prior roles include positions at Northwestern Mutual Investment Services LLC, Infinex Investments, and US Bancorp Investments. He serves on the finance and investment committee at St. Paul's Lutheran Church and is a board member of the Planned Giving Committee for Gene Slay’s Girls & Boys Club of St. Louis. Independent Wealth Network, Inc. provides wealth management, financial planning, and consulting services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm employs a range of portfolio strategies and utilizes third-party models and managers to oversee approximately $518 million in client assets.
Andrea L
Series 65
Chesterfield, MO
Acropolis Investment Management
Andrea Levinson is a financial advisor at Acropolis Investment Management with four years of industry experience. She holds a Series 65 designation and has been with Acropolis since 2022. Prior to this role, she was not employed in the financial sector for ten years. Acropolis Investment Management is a fee-only wealth management firm serving individuals, institutional clients, and retirement plans. The firm uses an asset-allocation framework guided by long-term commercial and academic data to construct diversified portfolios emphasizing tax efficiency and low turnover.
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3,297 advisors near
63025
within the area shown on the map
Out of 400,000+ nationwide