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1,333 advisors near
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Out of 400,000+ nationwide
Sean M
Series 65, Series 63
St. Louis, MO
Wells Fargo Advisors
Sean Murphy is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 65 and Series 63 licenses and 11 years of industry experience. His prior roles include positions at Natixis Global Asset Management and Alternative Fund Advisors, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning through a large network of advisors. The firm provides a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and tools to develop customized recommendations.
Scott S
Series 66
St. Louis, MO
Wells Fargo Advisors
Scott Smith is a Series 66-licensed financial advisor with Wells Fargo Advisors in St. Louis, Missouri, where he has worked since 2016. He has 21 years of industry experience. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, with specialized planning options for clients meeting certain net-worth thresholds.
Mark L
Series 66
St. Louis, MO
Wells Fargo Advisors
Mark Luth is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 19 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. 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 menu of investment and financial planning services tailored to clients who meet certain net-worth thresholds, utilizing proprietary research and planning tools to develop personalized recommendations.
Andrew B
Series 66
St Louis, MO
Thrivent Investment Management
Andrew Bolin is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and 17 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Outside of his advisory role, Bolin serves as Vice President of the Maplewood Community Betterment Foundation, a nonprofit focused on improving local community life, and participates in several other community organizations including Friends of Refugees and Immigrants and Troop 362. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers comprehensive, goal-based planning without discretionary trading authority and combines planning with managed accounts under a consolidated billing option called “WealthPlan.”
Susan B
Series 63, Series 66
St. Louis, MO
Wells Fargo Advisors
Susan Brough is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory work, she is an independent consultant for Touchstone Crystal Jewelry. 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 investment and financial planning services, including specialized planning for business-owner transitions, special-needs analysis, and divorce planning, using Wells Fargo research and planning tools to develop tailored client recommendations.
Dominic B
Series 66
St. Louis, MO
Wells Fargo Clearing
Dominic Bova is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following prior roles at Wells Fargo Advisors, U.S. Bancorp Investments, and Edward Jones. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.
Keith B
Series 66
St. Louis, MO
Wells Fargo Clearing
Keith Broadway is a financial advisor at Wells Fargo Clearing with 16 years of industry experience and holds the Series 66 designation. His prior experience includes roles at PNC Wealth Management and Mass Mutual Investors Services. He is based in St. Louis, MO. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.
Todd C
Series 66
St. Louis, MO
Wells Fargo Clearing
Todd Chambers is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and combines research and analytics with diversification principles and modern portfolio theory to evaluate investment options.
Scott G
Series 63, Series 66
St. Louis, MO
Wells Fargo Clearing
Scott Gill is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 credentials and nine years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.
Joseph T
Series 63, Series 65
St Louis, MO
Cetera
Joseph Thompson Jr. is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Paramount Financial LLC and Cetera Wealth Services, LLC prior to his current role. Outside of his advisory work, he serves as a ruling elder and trustee/secretary for Memorial Presbyterian Church in St. Louis, providing spiritual care and managing church business affairs. Cetera Investment Advisers LLC is a national firm serving individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering portfolio management, financial planning, and consulting services. The firm manages over $256 billion in assets and supports its advisors with access to affiliated and third-party investment managers across various program structures.
Howard M
Series 66
St. Louis, MO
Wells Fargo Clearing
Howard Mitchell III is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.
Jessica M
Series 66
St. Louis, MO
Wells Fargo Advisors
Jessica Mizell is a financial advisor with Wells Fargo Advisors in St. Louis, Missouri. She holds the Series 66 designation and has 16 years of industry experience, including 10 years with Wells Fargo Clearing. 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 range of planning services, including cash-flow, retirement, education, and niche areas such as business-owner transition and special-needs planning, delivering tailored recommendations supported by Wells Fargo research and tools.
Melissa S
Series 66
Millstadt, IL
Edward Jones
Melissa Schaffer is a financial advisor at Edward Jones with 13 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual, institutional, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.
Mea E
Series 66
St. Louis, MO
Wells Fargo Clearing
Mea Epps is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and over 13 years of industry experience. She has been with Wells Fargo Clearing Services since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and combines research from its Investment Institute with third-party analytics to support its investment and retirement plan offerings.
Maxwell U
Series 66
St. Louis, MO
Wells Fargo Clearing
Maxwell Unwin is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and four years of industry experience. Prior to joining Wells Fargo in 2022, he worked at Prairie Farms and its subsidiary, Madison Farms, as well as in various retail and distribution roles. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.
Lauren R
CFP®, PFS™, Series 66
St. Louis, MO
STIFEL
Lauren Randazzo is a CFP® and PFS™ professional with 10 years of industry experience. She is currently with Stifel since 2024 and has previously worked at several firms including Purshe Kaplan Sterling Investments, Archford Capital Strategies, and Moneta Group Investment Advisors. Stifel serves a diverse client base including individuals, institutions, and municipal entities, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.
Jacob B
Series 63, Series 65
St. Louis, MO
Wells Fargo Clearing
Jacob Bolstad is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work experience includes positions at firms such as Eagle Strategies (NY Life), NYLIFE Securities LLC, and New York Life Insurance Company. Bolstad is also involved with Digital Intelligence Systems alongside his advisory role. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.
Andrew S
Series 66, Series 63
St. Louis, MO
Wells Fargo Advisors
Andrew Summers is a financial advisor with Wells Fargo Advisors in St. Louis, Missouri. He holds Series 63 and Series 66 licenses and has seven years of industry experience. His prior work includes roles at Aerotek Inc., Beacon Hills, and Zealous United, as well as employment with Wells Fargo Clearing Services since 2018. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and utilizes proprietary research and tools to develop tailored recommendations for its clients.
Ryan G
Series 66
St. Louis, MO
Wells Fargo Clearing
Ryan Gallagher is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Raymond James & Associates Inc., Wells Fargo, Accent Title, and Columbia Bath & Tennis. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.
Frank H
Series 63, Series 66
St. Louis, MO
Wells Fargo Advisors
Frank Hobson is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 credentials with 15 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Edward Jones. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, using proprietary research and planning tools to develop tailored recommendations. The firm’s advisory services are integrated with other financial products and referral channels to provide a comprehensive approach to client needs.
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1,333 advisors near
62208
within the area shown on the map
Out of 400,000+ nationwide