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76 advisors near
63019
within the area shown on the map
Out of 400,000+ nationwide
Adam B
CFP®, Series 66
Waterloo, IL
Edward Jones
Adam Brewer is a CFP® and Series 66 licensed financial advisor with Edward Jones in Waterloo, IL. He has 10 years of experience in the industry, all of which have been with Edward Jones since 2016. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.
Kevin W
Series 66
Imperial, MO
Edward Jones
Kevin Winschel is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked for 18 years at Missouri American Water. He serves as a board member for the Gateway Disabled Ski Program, where he reviews financial statements and provides advice. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm is notable for its extensive advisor and branch network as well as its affiliated capabilities beyond advisory services.
Jeramy D
Series 66
Festus, MO
Edward Jones
Jeramy Dyle is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, supported by a large nationwide network of financial advisors and branch offices.
Katie J
Series 66
Festus, MO
Merrill
Katie Johnson is a financial advisor at Merrill with a Series 66 credential and no prior industry experience. Her work history includes roles at Bank of America, Midwest BankCentre, Regions, Commerce Bank, and other organizations across various sectors. Merrill, along 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 a range of clients including individuals, high-net-worth clients, and institutions.
Amy R
Series 66
Waterloo, IL
STIFEL
Amy Rodenmeyer is a financial advisor at Stifel with one year of industry experience. She holds a Series 66 designation and has been with Stifel since 2015 in various roles. Outside of her advisory work, she serves as office manager for Rodenmeyer Automotive LLC, an automotive repair business. Stifel serves a broad range of clients—including individuals, institutional investors, and charitable organizations—and offers brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.
Dean H
Series 66
Festus, MO
Edward Jones
Dean Hunt is a financial advisor with Edward Jones in Festus, MO, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he and his wife are owners of a rental property LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers diversified strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient services.
Wendy S
Series 66
Waterloo, IL
Thrivent Investment Management
Wendy Stevens is a financial advisor at Thrivent Investment Management with one year of industry experience. Prior to entering the financial services field, she worked at Columbia High School for eleven years. Outside of her advisory role, she is a co-owner responsible for managing rental property affairs. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering holistic, goal-based financial analyses without discretionary trading authority. The firm enables clients to combine planning with managed-account programs under a consolidated billing option while maintaining separation between services.
Jennifer H
Series 63, Series 65
Festus, MO
Edward Jones
Jennifer Hunt is a financial advisor with Edward Jones in Festus, MO, holding Series 63 and Series 65 licenses and 23 years of industry experience. She has been with Edward Jones since 2005. Outside of her advisory role, she co-owns a rental property through an LLC formed with her husband. 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 supported by a large national network of advisors and branch offices.
Devan N
Series 66
Waterloo, IL
Edward Jones
Devan Nussbaumer is a financial advisor at Edward Jones with a Series 66 designation and over eight years of industry experience, including multiple tenures at Edward Jones. His prior work includes roles at Quantum Vision Centers, State Farm, and Citizens Community Bank. 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 and investment strategies, supported by a nationwide network of financial advisors and branch offices.
Kyle G
CFP®, Series 66
Festus, MO
STIFEL
Kyle Gowen is a financial advisor at Stifel with 10 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Stifel Nicolaus & Co Inc in 2020, he worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.
Eric O
Series 63, Series 65
Festus, MO
LPL Financial
Eric Oppelz is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. His prior roles include positions at Commerce Brokerage Services, FIFTH THIRD SECURITIES, PNC Wealth Management, Merrill, and Banc of America Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers a wide range of services including financial planning and access to third-party asset management, utilizing both discretionary and non-discretionary investment strategies supported by technology tools.
David H
Series 63, Series 65
Fetus, MO
Cambridge Investment Research Advisors
David Hovis is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He owns Hovis & Associates, where he serves as president, and has held roles at Cambridge since 2016. Outside of his advisory work, he serves on several local boards, including the Jefferson County Growth Association, First State Community Bank, and the Jefferson County Tourism Commission. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and estates. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory through independent Financial Professionals, utilizing proprietary models and third-party strategies across multiple platforms with both discretionary and non-discretionary options.
John E
Series 63, Series 66
Herculaneum, MO
Fidelity
John Evans is a financial advisor at Fidelity with 8 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Citigroup, Wells Fargo Clearing Services, and TD Ameritrade. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a blend of proprietary fundamental research and quantitative analysis in constructing model portfolios from mutual funds, ETFs, and ETPs. The firm is notable for its use of algorithmic methodologies and its role as an advisor to registered investment companies and fund-of-funds.
Jacquelyn P
Series 66
Waterloo, IL
STIFEL
Jacquelyn Pleimann Hern is a financial advisor at Stifel with seven years of industry experience. She holds a Series 66 designation and has been with Stifel since 2016, following a one-year tenure at Wells Fargo Advisors. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.
Maximilian M
Series 63, Series 65
Festus, MO
Cambridge Investment Research Advisors
Maximilian Meadows is a financial advisor with Cambridge Investment Research Advisors holding Series 63 and Series 65 credentials and has two years of industry experience. His career includes roles at Northwestern Mutual Investment Services and Wheel House, among other firms. Meadows has also been involved with Pappos Pizzeria and Pub and has worked at the University of Missouri Columbia. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent financial professionals, utilizing a range of direct portfolio management and model-based strategies under various custody platforms.
Ryan W
Series 66
Festus, MO
Fidelity
Ryan Westhoff is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. His work history includes roles at Fidelity Investments and experience in education and small business operations. Outside of his advisory role, he performs occasional independent contracting work for friends and family. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.
Eric S
Series 63, Series 66
Imperial, MO
Fidelity
Eric Sink is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at CitiGroup and TD Ameritrade. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, specializing in model portfolios constructed through proprietary research, quantitative analysis, and systematic methodologies. The firm also serves as an advisor to multiple registered investment companies and employs algorithmic and AI-driven approaches in its investment process.
Christine H
Series 63, Series 65
Festus, MO
Edward Jones
Christine Hill is a financial advisor at Edward Jones in Festus, MO, with 25 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Edward Jones since 1994. 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, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.
Randall S
Series 63, Series 65
Arnold, MO
Edward Jones
Randall Stahl is a financial advisor with Edward Jones, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and maintaining a large network of financial advisors and branch offices nationwide.
Rita M
CFP®, Series 63, Series 66
Festus, MO
STIFEL
Rita Mahn is a CFP®-certified financial advisor with 32 years of industry experience, currently affiliated with Stifel. Her career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing prior to joining Stifel Nicolaus & Co Inc in 2020. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group, which incorporates forward-looking market assumptions and probabilistic modeling for asset allocation and financial planning.
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Finding advisors...
76 advisors near
63019
within the area shown on the map
Out of 400,000+ nationwide