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583 advisors near
62269
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Robert F
Series 63, Series 65
Lebanon, IL
Markowski Investments
Robert Freshour is a financial advisor at Markowski Investments with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wealth Quest Planning and Wedgewood Partners, Inc. He has been with Freshour Financial since 2021. Markowski Investments provides personal financial planning and discretionary portfolio management to individuals, families, high-net-worth clients, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm employs a multi-asset strategic allocation approach that combines technical, fundamental, and chart analysis with cyclical and tactical adjustments, focusing on buy-and-hold strategies complemented by periodic portfolio reviews.
Samuel H
CFP®, ChFC®, Series 63, Series 66
Swansea, IL
Archford Capital Strategies, LLC
Samuel Hanger is a CFP® and ChFC® with 11 years of industry experience. He has been with Archford Capital Strategies, LLC since 2015 and previously worked at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and Private Client Services. He serves on the Foundation Board of Finance Committee at the Southern Illinois College of Belleville, overseeing investments and expenditures. Archford Capital Strategies serves individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and businesses with portfolio management, financial planning, and retirement plan advisory services. The firm offers customized, primarily long-term portfolio construction using various investment vehicles and specialized solutions such as options strategies and Market Participation Structured Products.
Robert S
Series 66
Swansea, IL
Archford Capital Strategies, LLC
Robert Schlueter Jr. is a financial advisor at Archford Capital Strategies, LLC with 25 years of industry experience and holds a Series 66 designation. He has worked at Archford since 2013 and previously was with Purshe Kaplan Sterling Investments and Private Client Services. Archford Capital Strategies serves a broad range of clients including individuals, high-net-worth clients, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan advisory services. The firm uses a long-term, asset-allocation approach with customized portfolios composed of independent managers, mutual funds, ETFs, securities, REITs, options strategies, and proprietary models.
Michael N
Series 66
O'Fallon, IL
FRA Wealth Management LLC
Michael Nichols is a financial advisor with FRA Wealth Management LLC in O'Fallon, Illinois, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Mutual of America, The Prudential Insurance Company of America, Pruco Securities, LLC, and Wells Fargo Clearing Services LLC. Prior to his financial career, he had employment at The Sliced Pint and 54th Street Bar and Grill. FRA Wealth Management provides investment advisory and financial planning services to individuals, corporations, and trusts, with a focus on portfolio management and comprehensive financial planning. The firm uses an open-architecture investment model that integrates passive and active managers and offers access to trust and insurance products through affiliated companies.
Michael W
CFP®, Series 66
Glen Carbon, IL
CarsonAllaria Wealth Management, LTD.
Michael Wiedner is a CFP® and holds a Series 66 license with 12 years of industry experience. He currently serves at CarsonAllaria Wealth Management, LTD. and has prior experience with Purshe Kaplan Sterling Investments, Edward Jones, Merrill Lynch, and CBS Corporation. Wiedner also acts as a FINRA dispute resolution arbitrator. CarsonAllaria Wealth Management is a registered investment adviser serving individuals, trusts, estates, corporations, and retirement plan sponsors. The firm manages approximately $792 million on a discretionary basis, employing quantitative optimization and risk/return analysis to guide portfolios that include equities, ETFs, mutual funds, cash, and fixed income. The six-advisor team integrates traditional wealth management with ERISA fiduciary services for employer plans.
Marnie D
Series 63
Swansea, IL
Archford Capital Strategies, LLC
Marnie Deschaine Venneman is a financial advisor at Archford Capital Strategies, LLC with 26 years of industry experience. She holds a Series 63 designation and has been with Archford since 2015. Archford Capital Strategies serves individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and businesses, offering portfolio management, financial planning, and retirement plan advisory services. The firm focuses on customized, primarily long-term portfolio construction using a variety of investment vehicles and provides specialized solutions such as options strategies and Market Participation Structured Products.
James M
CFP®, Series 63, Series 66
Swansea, IL
Archford Capital Strategies, LLC
James Maher is a CFP® with 29 years of industry experience, currently serving at Archford Capital Strategies, LLC. He has held roles at Valmark Securities, Inc., Private Client Services, and Purshe Kaplan Sterling Investments, Inc., and has operated his own legal and consulting practices. Maher is a member of several nonprofit boards, including St. Louis Children’s Hospital Foundation and St. Louis Community Foundation. Archford Capital Strategies provides portfolio management, financial planning, and retirement advisory services to individuals, trusts, pension plans, charitable organizations, and businesses. The firm focuses on customized, long-term portfolio construction using a range of investment vehicles and offers specialized solutions such as options strategies and Market Participation Structured Products.
Nicholas W
Series 65
O'Fallon, IL
FRA Wealth Management LLC
Nicholas Waeckerle is a financial advisor with FRA Wealth Management LLC in O'Fallon, IL. He holds a Series 65 designation and has been with FRA Trust since 2019. Prior to his current role, he worked in the restaurant industry and was involved with the First Baptist Church of O'Fallon. FRA Wealth Management provides investment advisory and financial planning services to individuals, corporations, and trusts. The firm uses an open-architecture investment model combining passive and active management, and offers both discretionary and non-discretionary portfolio management along with comprehensive financial planning.
David L
Series 66
Saint Louis, MO
Larson Financial Group, LLC
David Lochstampfor is a financial advisor at Larson Financial Group, LLC in Saint Louis, MO, holding a Series 66 designation with 13 years of industry experience. He has worked at Larson Financial Securities, LLC and Larson Financial Group, LLC since 2012. Outside of his advisory role, he assists his wife with evaluating and managing real estate investments, including flipping properties and handling financial analysis. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm employs a mix of strategic and tactical investment approaches, offers 3(38) and 3(21) pension consulting services, and uses AI-assisted tools alongside human review to support its advice.
Dylan D
Series 63, Series 65
Saint Louis, MO
Larson Financial Group, LLC
Dylan Donovan is a financial advisor with Larson Financial Group, LLC in Saint Louis, MO, holding Series 63 and Series 65 designations and nine years of industry experience. Prior to joining Larson Financial Group in 2020, he worked at Commerce Brokerage Services, Inc. and Northwestern Mutual in various capacities from 2015 to 2019. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting primarily for doctors and related businesses, serving individuals, trusts, corporations, nonprofits, and pension plans. The firm uses a combination of model portfolios and custom discretionary programs employing strategic and tactical approaches, and also offers affiliated services including broker-dealer activities, commercial real estate brokerage, and private-equity management.
Gary L
Series 66
Swansea, IL
Prospera Financial Services, inc.
Gary London is a financial advisor at Prospera Financial Services, Inc. with 20 years of industry experience. He holds a Series 66 designation and previously worked at Cutter & Company, Inc. for 17 years. Outside of his advisory role, he is involved in a business renting inflatable bounce houses and slides. Prospera Financial Services, Inc. is an enterprise-scale firm serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors and offers investment advisory and financial planning services across multiple platforms and delivery vehicles.
Nicholas F
Series 65, Series 63
O'Fallon, IL
Visionary Wealth Advisors, LLC
Nicholas Fiala is a financial advisor with Visionary Wealth Advisors, LLC in O'Fallon, IL, holding Series 65 and Series 63 licenses and having four years of industry experience. His work history includes roles at Wells Fargo Clearing Services and TD Ameritrade. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to a variety of clients including individuals, trusts, estates, and charitable organizations. The firm employs model-based strategies and offers discretionary management with an investment process incorporating fundamental, technical, and cyclical analysis within an asset allocation framework.
Joshua L
Series 66
Saint Louis, MO
Larson Financial Group, LLC
Joshua Lochstampfor is a financial advisor at Larson Financial Group, LLC with one year of industry experience. He holds the Series 66 designation and has prior work experience in commercial tile installations and education. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on serving doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary programs employing both strategic and tactical approaches, and incorporates AI-assisted tools alongside human review in their advisory process.
Michael H
CFP®, ChFC®, Series 66
Saint Louis, MO
Larson Financial Group, LLC
Michael Hermann is a CFP®, ChFC®, and holds a Series 66 license with 16 years of industry experience. He has worked at Larson Financial Group since 2020 and previously held roles at TD AMERITRADE and Scottrade. He is based in Saint Louis, MO. Larson Financial Group, LLC serves individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm offers financial planning, portfolio management, and retirement-plan consulting using a combination of model portfolios and custom discretionary programs, incorporating strategic and tactical investment approaches alongside AI-assisted research tools.
John T
Series 63, Series 66
St. Louis, MO
Stifel Independent Advisors, LLC
John Thomas is a financial advisor with Stifel Independent Advisors, LLC in St. Louis, MO, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has worked at Keefe, Bruyette & Woods, Inc. since 2015 and has been with Stifel Independent Advisors and Stifel Nicolaus & Co Inc since 2009. Stifel Independent Advisors serves a diverse client base, including individuals, corporations, trusts, and government entities, offering brokerage and investment advisory services. The firm uses a collaborative planning process supported by proprietary modeling to provide tailored asset allocation recommendations and operates as both a broker-dealer and SEC-registered investment adviser.
Michelle K
Series 66
Belleville, IL
UMB Financial Services, Inc.
Michelle Kraintz is a financial advisor with UMB Financial Services, Inc., holding a Series 66 designation and 16 years of industry experience. She has been with UMB Financial Services since 1997 and has worked with UMB Bank since 1990. Outside of her advisory role, she serves as secretary for the Belleville Oktoberfest nonprofit and treasurer for the Carrington Place Homeowners Association, both on a volunteer basis. UMB Financial Services, Inc. provides investment advisory and brokerage services primarily to institutional clients, pooled vehicles, and municipal entities through its UMB Managed Account Solutions wrap-fee program. The firm employs a mix of model-based and manager-driven investment approaches and offers access to a broad range of mutual funds, ETFs, municipal securities, and fixed income instruments.
Staci A
Series 63, Series 65
St. Louis, MO
Stifel Independent Advisors, LLC
Staci Atwood is a financial advisor at Stifel Independent Advisors, LLC with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel Independent Advisors since 2012, with ongoing tenure at Stifel dating back to 1995. Outside of her advisory work, she serves on the finance committee and administrative board of St. Matthew Church and is treasurer of the Althoff Catholic High School Parents and Friends Club. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and municipal entities, offering brokerage and investment advisory services. The firm employs a collaborative planning process that uses proprietary capital market assumptions to develop tailored asset allocation recommendations.
Brent K
Series 63, Series 65
St. Louis, MO
Stifel Independent Advisors, LLC
Brent King is a financial advisor with Stifel Independent Advisors, LLC in St. Louis, MO, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked at Stifel Independent Advisors since 2018 and at Stifel since 2017, with prior experience at TIAA and TIAA-CREF from 2012 to 2017. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and municipal entities, offering brokerage and investment advisory services. The firm uses proprietary capital market assumptions and probabilistic modeling to provide tailored asset allocation recommendations and operates both broker-dealer and advisory services depending on client needs.
Jason B
CFP®, Series 63, Series 65
O'Fallon, IL
Visionary Wealth Advisors, LLC
Jason Baldus is a CFP® professional with 13 years of industry experience. He is affiliated with Visionary Wealth Advisors, LLC and Mass Mutual Life Insurance Company, where he has worked since 2014. Baldus holds Series 63 and Series 65 licenses. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars. The firm offers financial planning, consulting, and investment management using a blend of fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.
Karen N
CFP®, Series 63, Series 65
Collinsville, IL
UMB Financial Services, Inc.
Karen Numi is a CFP® professional with 24 years of industry experience, currently serving at UMB Financial Services, Inc. in Collinsville, IL. She has worked with UMB Insurance Inc., UMB Bank, and SWBC Investment Services, LLC over her career. UMB Financial Services, Inc. primarily provides investment advisory and brokerage services to institutional clients, pooled vehicles, and municipal entities through its UMB Managed Account Solutions wrap-fee program, utilizing a mix of model-based and manager-driven investment approaches.
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Finding advisors...
583 advisors near
62269
within the area shown on the map
Out of 400,000+ nationwide