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65 advisors near
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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.
Kyle G
CFP®, Series 66
Festus, MO
STIFEL
Kyle Gowen is a CFP® professional with 11 years of industry experience, currently with Stifel Nicolaus & Co Inc since 2020. Prior to joining Stifel, he worked at Wells Fargo Clearing from 2016 to 2020. He holds a Series 66 license and is based in Festus, Missouri. Stifel serves a diverse client base including individual investors, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing analysis and guidance intended to support client decision-making.
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, Inc. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. Hovis has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016, and he also operates Hovis & Associates, where he serves as president. Outside of his advisory role, he is a board member of several local organizations, including the Jefferson County Growth Association, First State Community Bank, and the Jefferson County Tourism Commission. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management through multiple platforms, including proprietary model strategies under the Founders Gate Capital brand.
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.
Maximilian M
Series 63, Series 65
Festus, MO
Cambridge Investment Research Advisors
Maximilian Meadows is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, Hovis & Associates, and Wheel House, among others. Outside of finance, he has experience in the hospitality sector, having worked at Pappos Pizzeria and Pub. Cambridge Investment Research Advisors serves a diverse client base that includes individual, pension, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of thousands of financial professionals. The firm utilizes multiple platforms and custodians to support discretionary and non-discretionary management and offers proprietary model strategies as well as access to unaffiliated third-party advisers.
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.
Chad S
Series 63, Series 65
Arnold, MO
Edward Jones
Chad Schaffer is a financial advisor with Edward Jones in Arnold, MO, holding Series 63 and Series 65 credentials and having 24 years of industry experience. He has worked at Edward Jones since 2002. Schaffer is an owner of a commercial real estate building in Millstadt, IL, intended for a future Edward Jones office. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and branch offices.
Christine H
Series 65, Series 63
Festus, MO
Edward Jones
Christine Hill is a financial advisor at Edward Jones in Festus, MO, with 25 years of industry experience. She has been with Edward Jones since 1994 and holds Series 65 and Series 63 designations. 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 solutions supported by a large network of financial advisors and branch offices nationwide.
Randall S
Series 65, Series 63
Arnold, MO
Edward Jones
Randall Stahl is a financial advisor at Edward Jones with 28 years of industry experience. He holds the Series 65 and Series 63 designations and has been with Edward Jones since 1998. 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, supported by a large network of financial advisors and branch offices across the United States.
Rita M
CFP®, Series 63, Series 66
Festus, MO
STIFEL
Rita Mahn is a CFP®-certified financial advisor with 33 years of industry experience. She has been with Stifel since 2020 and previously worked at Wells Fargo Clearing from 2016 to 2020. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group to support asset allocation and financial planning.
Anita S
Series 66
De Soto, MO
Edward Jones
Anita Spencer is a Series 66-licensed financial advisor with Edward Jones in De Soto, MO, where she has worked for 13 years. She has dedicated her entire industry experience to Edward Jones. 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 strategies, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.
Joshua H
Series 66, Series 63
Imperial, MO
Fidelity
Joshua Hughes is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. He has previously worked at Equitable Advisors, Citigroup, TD Ameritrade, and State Farm. Outside of his advisory role, he serves as an officer for Flagstone Meadows Subdivision HOA, where he manages meetings and serves as the main point of contact. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering a variety of portfolio management and advisory solutions.
Joshua H
Series 66
Festus, MO
Merrill
Joshua Hargis is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America and several other firms. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.
Jesse M
Series 66
Imperial, MO
Edward Jones
Jesse Mosley is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.
Ryan B
Series 66
Hillsboro, MO
Edward Jones
Ryan Bell is a financial advisor at Edward Jones with 12 years at the firm and 9 years of industry experience. He holds the Series 66 designation and is based in Hillsboro, Missouri. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers both discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and trust services.
John M
Series 63, Series 65
Festus, MO
STIFEL
John Mcatee Sr. is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020 and was previously with Wells Fargo Clearing from 2016 to 2020. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group. The firm also provides specialized services such as municipal placement and operates affiliated trust companies and banks.
Kevin H
Series 66
Arnold, MO
Edward Jones
Kevin Humphrey is a financial advisor with Edward Jones in Arnold, MO, holding a Series 66 designation and 16 years of industry experience, all with his current firm since 2010. Outside of his advisory role, he has engaged in wardrobe work for local theater productions in St. Louis, contributing periodically to help actors with costumes. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive network of advisors and branches, as well as affiliated capabilities such as a trust company and securities-based lending.
Marina S
Series 66
Arnold, MO
Edward Jones
Marina Stang is a Series 66-licensed financial advisor with Edward Jones, based in Arnold, MO. She has 17 years of industry experience and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.
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65 advisors near
63050
within the area shown on the map
Out of 400,000+ nationwide