Overwhelmed by options?
Answer a few questions to see advisors matched to you.
92 advisors near
65101
within the area shown on the map
Out of 400,000+ nationwide
Christine R
CFP®, Series 63
Jefferson City, MO
Wells Fargo Advisors
Christine Rodgers is a CFP® professional with 26 years of industry experience, currently affiliated with Wells Fargo Advisors in Jefferson City, MO since 2022. She previously worked with Wells Fargo Clearing from 2016 to 2022 and Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as treasurer for a philanthropic educational organization chapter in Des Moines, IA. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser offering investment and fee‑based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services and integrates advisory offerings with various financial products and referral channels.
Austin B
Series 66
Jefferson City, MO
LPL Financial
Austin Beshuk is a financial advisor with LPL Financial, holding the Series 66 designation. He has been with LPL Financial since 2021 and previously worked at Waddell & Reed and the Missouri Department of Transportation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across a broad platform.
Zachary S
CFP®, Series 66
Jefferson City, MO
Edward Jones
Zachary Spencer is a financial advisor at Edward Jones in Jefferson City, MO, holding the CFP® designation and Series 66 license with 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he is involved in managing rental properties through Kristofer Dean Properties LLC. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment options, and fiduciary services supported by a large network of financial advisors and branch offices nationwide.
Brandon N
Series 63, Series 66
Jefferson City, MO
LPL Financial
Brandon Nicklas is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at LPL Financial since 2020 and previously spent over 15 years with Securities America in various capacities. He also operates Nicklas Financial Companies, Inc., which has been active since 2000. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.
Adam Z
Series 65, Series 63
Jefferson City, MO
Thrivent Investment Management
Adam Ziegelbein is a financial advisor with Thrivent Investment Management in Jefferson City, MO, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Thrivent Financial since 2014. Outside of advising, he owns and operates a family farming business that raises agricultural products for direct consumer sales. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without portfolio management for institutional clients.
Chad H
Series 63, Series 66
Jefferson City, MO
Wells Fargo Advisors
Chad Horton is a financial advisor with Wells Fargo Advisors in Jefferson City, MO, holding Series 63 and Series 66 licenses and accumulating 23 years of industry experience. He has been with Wells Fargo Advisors and its related entities since 2009. Outside of his advisory work, he serves as a hunting guide at Budges Wilderness Lodge. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing tailored recommendations supported by Wells Fargo research and a broad range of planning options.
Nicholas S
Series 66
Jefferson City, MO
LPL Financial
Nicholas Schnieders is a financial advisor at LPL Financial with four years of industry experience and holds a Series 66 designation. His prior work includes roles at Central Trust Bank and Define Financial, LLC. He is also co-owner and property manager of Schnieders Property Management, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers advisory and brokerage services through a large network of investment adviser representatives utilizing model portfolios, third-party subadvisors, and customized strategies.
Kevin F
Series 63, Series 66
Jefferson City, MO
LPL Financial
Kevin Fick is a financial advisor with LPL Financial based in Jefferson City, MO. He holds Series 63 and Series 66 licenses and has five years of industry experience. His prior roles include positions with Jefferson Bank and Central Mortgage Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by its network of over 22,800 advisors.
Andrew B
Series 65, Series 63
Jefferson City, MO
LPL Financial
Andrew Beshuk is a financial advisor with LPL Financial in Jefferson City, MO, holding Series 65 and Series 63 licenses and possessing 26 years of industry experience. His prior roles include positions at Providence Financial, LLC, Waddell & Reed, Inc., and 1717 Capital Management Company. He is also a licensed non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology tools and a broad non-advisory financial services network.
Ryan B
Series 65
Jefferson, MO
LPL Financial
Ryan Brandt is a financial advisor with LPL Financial, holding a Series 65 designation and seven years of industry experience. His prior roles include positions at Aura Wealth Advisors LLC, Bert Doerhoff CPA (Doerhoff & Associates CPA, LLC), and Mid America Bank. In addition to his advisory work, he is involved in tax preparation and accounting services through Hood Professional Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services with various investment strategies and technology tools, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.
Joshua T
Series 66
Jefferson City, MO
LPL Financial
Joshua Thornhill is a financial advisor at LPL Financial with 11 years of industry experience. He holds a Series 66 designation and has previously worked with firms including Arete Wealth Management, Center Street Securities, and Mass Mutual. Outside of his advisory role, Thornhill is a business owner involved in training dogs and competing in hunting events. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by operational and research tools.
Jennifer S
Series 66
Jefferson City, MO
LPL Financial
Jennifer Scoggins is a financial advisor with LPL Financial in Jefferson City, MO, holding a Series 66 designation and five years of industry experience. Her professional background includes roles at Central Trust Bank and West Central Community Services Inc. She also operates a DBA related to her LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions, offering a range of advisory and brokerage services supported by extensive research and technology tools.
Brian M
Series 66
Jefferson City, MO
Thrivent Investment Management
Brian Meisel is a Series 66 credentialed financial advisor with Thrivent Investment Management, where he has worked since 2017. He has eight years of industry experience and prior to his advisory role, he was self-employed in landscape design and worked at Calvary Lutheran High School. Outside of his financial services role, Meisel is involved in landscape design consultancy, provides assistance in funeral services, and serves on the board of the Trinity Lutheran School Alumni Association. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides comprehensive, goal-based planning across a variety of topics but does not offer portfolio management for institutional clients.
Nathan H
Series 63, Series 66
Jefferson City, MO
LPL Financial
Nathan Hickman is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and offering 13 years of industry experience. His career includes roles at INVEST Financial Corporation, Dearborn Capital Markets Group, and Central Trust Bank. Hickman also operates an insurance-related business focused on non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research tools and a broad non-advisory financial services network.
Gregory F
Series 66
Jefferson City, MO
LPL Financial
Gregory Frank is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. He worked at Smith Moore & Co for nine years before joining LPL Financial in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors who implement various model portfolios and customized strategies.
Nichole B
Series 66
Jefferson City, MO
Wells Fargo Advisors
Nichole Brinker is a Series 66-licensed financial advisor with Wells Fargo Advisors, based in Jefferson City, MO, and has four years of industry experience. Her prior roles include positions at Money Concepts, Missouri State University, and Bank of Franklin County. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering various specialized areas and uses proprietary research and tools to develop tailored recommendations for clients.
James S
CFP®, Series 63
Jefferson City, MO
LPL Financial
James Snodgrass is a CFP® with 32 years of industry experience currently affiliated with LPL Financial. His prior experience includes roles at Securities America Advisors Inc and Securities America, Inc., and he is co-owner of Snodgrass Accountants and Tax Consultants LLC, a tax preparation and accounting firm. He is also president of J. Randy Snodgrass, CPA, PC, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.
Jeffrey H
Series 66
Jefferson City, MO
Wells Fargo Advisors
Jeffrey Holtmeier is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo in various capacities since 2016. Outside of his advisory role, he is involved in investment-related business activities through ownership interests in several private investment entities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and strategies supported by extensive research and planning tools, with advisory and brokerage implementation options tailored to client needs.
Anthony S
Series 63, Series 65
Jefferson City, MO
STIFEL
Anthony Shanley is a financial advisor at Stifel with 26 years of industry experience and holds Series 63 and Series 65 registrations. He has been with Stifel since 1999. Outside of his advisory work, he serves as an Advisory Board Director and board member for The Special Learning Center, a not-for-profit organization in Jefferson City, MO. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to support investment analysis and allocation guidance.
Jonathan R
Series 63, Series 66
Jefferson City, MO
Wells Fargo Advisors
Jonathan Rost is a financial advisor with Wells Fargo Advisors in Jefferson City, MO, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with various Wells Fargo entities since 2010. Rost serves as an investment committee member for the Diocese of Jefferson City. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients using extensive research and planning tools. The firm offers a broad range of planning services that cater to clients meeting net-worth thresholds, including specialized areas like business-owner transition and special-needs planning.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
92 advisors near
65101
within the area shown on the map
Out of 400,000+ nationwide