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464 advisors near
63366
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Matthew R
Series 65
O'Fallon, MO
Renaud & Company, LLC
Matthew Renaud Jr. is a Series 65-licensed financial advisor with Renaud & Company, LLC in O'Fallon, MO. He has four years with Renaud & Company and a total of two years of industry experience. Renaud & Company, L.L.C. is an SEC-registered investment adviser providing discretionary portfolio management and comprehensive financial planning to individuals and small businesses. The firm employs an actively managed approach based on client objectives and risk tolerances, using research across equities, municipal and government securities, and mutual funds.
Nicholas T
CFA®, Series 63, Series 66
O'Fallon, MO
PurposePath Capital, LLC
Nicholas Troiani is a CFA® charterholder and financial advisor at PurposePath Capital, LLC with five years of industry experience. He previously worked at Saxony Capital Management, Saxony Securities, Inc., Edward Jones, and Wells Fargo. Outside of his advisory role, Troiani is involved in managing several real estate businesses as a part owner and managing partner. PurposePath Capital provides portfolio management and financial planning services to individuals, high-net-worth clients, entities, and 401(k) plans. The firm employs a modern portfolio theory-based investment approach using diversified ETFs, mutual funds, equities, fixed income, and private funds, and offers both discretionary and non-discretionary management through a small advisory team.
John C
Series 65
Chesterfield, MO
Clark Financial Services Group, Inc.
John Clark is a Series 65-licensed financial advisor with Clark Financial Services Group, Inc. He has one year of industry experience and has held prior roles at CIBC and FinanceAble. His background also includes teaching positions at the University of Missouri and Lafayette High School. Clark Financial Services Group, operating as Gardius Wealth Advisors, serves individual and institutional clients including high-net-worth individuals and various organizations. The firm provides comprehensive financial planning and portfolio management, utilizing mutual funds, ETFs, individual equities, and insurance products, and employs a documented, tailored advisory process that incorporates discretionary portfolio management with third-party model and tactical strategies.
Christopher F
Series 63, Series 66
St. Charles, MO
FYRA Capital Management
Christopher Ferrara is a financial advisor with FYRA Capital Management in St. Charles, MO, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His prior roles include 16 years at MFS Fund Distributors, Inc. He also teaches financial classes on retirement planning through the Council of Financial Educators, a nonprofit organization. FYRA Capital Management provides discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and sub-advisory services to individuals, including high-net-worth clients, employer-sponsored retirement plans, foundations, trusts, and estates. The firm’s investment approach focuses on asset allocation across equities, ETFs, and mutual funds, using fundamental, quantitative, and technical analysis supplemented by model portfolios and third-party managers.
Tanner D
Series 63, Series 65
St. Charles, MO
Black Knight Wealth Management, LLC
Tanner Dallas is a financial advisor at Black Knight Wealth Management, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Modern Wealth Solutions, Eagle Strategies LLC, New York Life Insurance Company, NYLife Securities LLC, PFS Investments Inc., and Primerica Financial Services. Outside of finance, he has ownership interests in several non-investment businesses, including pizza restaurants and fitness franchises. Black Knight Wealth Management serves individual and high-net-worth clients, offering portfolio management, financial planning, and coordination with other professional advisors. The firm uses a combination of fundamental, quantitative, and technical analysis with modern portfolio theory to manage diversified investment portfolios tailored to client needs.
Kevin C
CFP®, Series 63, Series 65
Chesterfield, MO
Clark Financial Services Group, Inc.
Kevin Clark is a CFP® certified financial advisor with 26 years of industry experience, currently serving as Vice President at Clark Financial Services Group, Inc. He has worked at Cutter And Company Brokerage, Inc. since 1999. Outside of his financial advisory work, Clark operates as a scoreboard operator for the St. Louis Cardinals baseball team during the season and serves as Vice President of Operations for the Ellisville Athletic Association, a baseball and softball organization. Clark Financial Services Group, operating as Gardius Wealth Advisors, manages approximately $499 million for individual and institutional clients. The firm provides comprehensive financial planning and portfolio management using mutual funds, ETFs, and individual equities, combining fee-based management with insurance brokerage and employing a tactical investment approach that includes charting and technical analysis.
Steven S
Series 65, Series 63
Saint Charles, MO
Axius Advisors LLC
Steven Stillman is a financial advisor at Axius Advisors LLC with 35 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked for Cambridge Investment Research Advisors, Inc. for 14 years. He is also an independent insurance agent servicing existing fixed index annuity clients through an outside IMO. Axius Advisors LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs Modern Portfolio Theory and a long-term trading approach, focusing on investments such as mutual funds, equities, fixed income, annuities, ETFs, and Treasury inflation-protected securities.
Kurt S
Series 65, Series 63
Saint Charles, MO
Axius Advisors LLC
Kurt Sergiewich Jr. is a financial advisor at Axius Advisors LLC in Saint Charles, MO, holding Series 65 and Series 63 credentials with seven years of industry experience. He has worked with several firms including Brookstone Capital Management, Cambridge Investment Research Advisors, and Arete Wealth Advisors. Axius Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a long-term trading approach based on Modern Portfolio Theory and conducts monthly reviews while primarily investing in mutual funds, equities, fixed income, annuities, ETFs, and Treasury inflation-protected securities.
Meaghan K
Series 66
O Fallon, MO
RPG Family Wealth Advisory, LLC
Meaghan Keeven is a financial advisor with RPG Family Wealth Advisory, LLC, holding a Series 66 designation and five years of industry experience. She previously worked at Synergy Wealth Solutions, MML Investors Services, LLC, and Mass Mutual Life Insurance Co. Meaghan is also a partner in 925 Syndicate, a venture focused on tax mitigation strategies. RPg Family Wealth Advisory provides customized wealth advisory services to individuals, trusts, estates, charities, businesses, and retirement plans. The firm employs an outcome-oriented, long-term investment approach using both fundamental and technical analysis, with portfolios that include equities, fixed income, mutual funds, ETFs, and alternative investments.
Steven K
Series 63, Series 66
Saint Charles, MO
Axius Advisors LLC
Steven Kenny is a financial advisor with Axius Advisors LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked at Cambridge Investment Research and its affiliates, as well as AXIUS Financial, and is involved with the Cancer Support Community and Brownell Home. Axius Advisors LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and business entities, using Modern Portfolio Theory and a long-term trading approach. The firm emphasizes documented client risk tolerance through Investment Policy Statements and conducts monthly account reviews.
Kelly S
CFP®, Series 66
Saint Charles, MO
Axius Advisors LLC
Kelly Stonebarger is a CFP® with 22 years of industry experience, currently serving at AXIUS Advisors LLC. She previously worked at Cambridge Investment Research Advisors, Inc. for 13 years. AXIUS Advisors LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a long-term trading approach based on modern portfolio theory and offers both ongoing asset-based management and fee-based financial planning options.
Scott B
ChFC®, Series 63, Series 66
Saint Charles, MO
Axius Advisors LLC
Scott Browne is a financial advisor at Axius Advisors LLC with 13 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Axius Advisors, he worked at Cambridge Investment Research Advisors for 12 years. Axius Advisors LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm utilizes modern portfolio theory and a long-term trading approach, offering both ongoing asset-based management and one-time or hourly financial planning options.
Jeff L
Series 63, Series 65
Saint Charles, MO
Axius Advisors LLC
Jeff Locker is a financial advisor with Axius Advisors LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior experience includes over a decade at Cambridge Investment Research Advisors, Inc., and he currently serves as CEO and owner of Axius Financial. Outside of financial services, Locker is involved in youth and professional soccer as a coach and co-owner of the St. Louis Ambush MASL soccer club and owner of Ambush Soccer Club LLC, and he serves on the board of the Academy of the Sacred Heart. Axius Advisors LLC provides portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a long-term, modern portfolio theory-based investment approach and offers a range of services including discretionary asset management, one-time financial plans, and hourly financial planning.
Amanda R
Series 66
Chesterfield, MO
Clark Financial Services Group, Inc.
Amanda Roberds is a financial advisor at Clark Financial Services Group, Inc. with 11 years of industry experience. She holds the Series 66 designation and previously worked at Charles Schwab and Charles Schwab Bank from 2015 to 2018. Clark Financial Services Group, operating as Gardius Wealth Advisors, serves individual and institutional clients, including high-net-worth individuals and charitable organizations, managing approximately $499 million for about 421 clients. The firm provides comprehensive financial planning and portfolio management, utilizing mutual funds, ETFs, individual equities, and insurance products, with a process that incorporates both third-party model portfolios and tactical strategies involving technical analysis.
Matthew B
Series 65
St. Charles, MO
Black Knight Wealth Management, LLC
Matthew Bitter is a financial advisor at Black Knight Wealth Management, LLC with one year of industry experience. He holds a Series 65 credential and has prior experience at NYLIFE Securities LLC and New York Life Insurance Company. Outside of advising, he is a licensed insurance agent with Penn Mutual, spending approximately five hours per month reviewing and recommending insurance products. Black Knight Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and coordination with a range of professional advisors. The firm offers access to various investment vehicles, including private funds managed by its affiliated adviser, and employs a disciplined, multi-strategy approach for discretionary portfolio management.
Matthew E
Series 63, Series 65
Wentzville, MO
RPG Family Wealth Advisory, LLC
Matthew Evans is a financial advisor with RPg Family Wealth Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes over two decades at First Heartland Capital and roles at Solae Group, LLC, and Mortgage Free Life, LLC, where he is involved in insurance sales and agent training. RPg Family Wealth Advisory offers customized wealth advisory services to individuals, trusts, estates, charities, businesses, and retirement plans. The firm employs an outcome-oriented investment approach combining fundamental and technical analysis, with portfolios constructed from equities, fixed income, mutual funds, ETFs, and alternative investments, and utilizes managed account programs and sub-advisors to implement strategies.
Christopher J
Series 66
Saint Charles, MO
Axius Advisors LLC
Christopher Jacobs is a financial advisor at Axius Advisors LLC in Saint Charles, MO, holding a Series 66 designation with 11 years of industry experience. He has worked at Cambridge Investment Research Advisors for 10 years before joining Axius Advisors LLC and Axius Financial, where he has been since 2015. Axius Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and business entities. The firm utilizes Modern Portfolio Theory and a long-term trading strategy, focusing on diversified portfolios that include mutual funds, equities, fixed income, annuities, ETFs, and Treasury inflation-protected securities.
Christopher S
Series 63, Series 65
Chesterfield, MO
Clark Financial Services Group, Inc.
Christopher Schulenburg is a financial advisor with Clark Financial Services Group, Inc. in Chesterfield, MO, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has worked at Cutter & Company, Inc. since 1995 and at Clark Financial Services Group since 1991. Clark Financial Services Group, operating as Gardius Wealth Advisors, serves individual and institutional clients with comprehensive financial planning and portfolio management, utilizing both third-party model portfolios and tactical strategies. The firm manages approximately $499 million for about 421 clients through a team of five advisors.
Matthew A
Series 63, Series 65
St. Charles, MO
FYRA Capital Management
Matthew Allgeyer is a financial advisor with FYRA Capital Management in St. Charles, MO, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He is a managing member of FYRA Capital Management and also leads Equitas Accounting, LLC, which provides tax preparation and related accounting services. Additionally, he volunteers as the head of the investment committee for Vianney High School and serves as an educator with the Council of Financial Educators. FYRA Capital Management offers discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and sub-advisory services to individuals, employer-sponsored retirement plans, foundations, trusts, and estates. The firm emphasizes asset allocation using various analytical methods and incorporates written client profiles and multi-generational wealth plans in its investment process.
Matthew H
Series 63, Series 65
Chesterfield, MO
Clark Financial Services Group, Inc.
Matthew Herron is a financial advisor at Clark Financial Services Group, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Scottrade, Inc. for 18 years. Clark Financial Services Group, operating as Gardius Wealth Advisors, serves individual and institutional clients including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers comprehensive financial planning and portfolio management, typically implementing plans with mutual funds, ETFs, and individual equities, alongside insurance products through licensed agents.
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Finding advisors...
464 advisors near
63366
within the area shown on the map
Out of 400,000+ nationwide