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1,138 advisors near
63073
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Out of 400,000+ nationwide
Jeffrey F
Series 66
Chesterfield, MO
Syntegra Private Wealth Group LLC
Jeffrey Fiehler is a financial advisor at Syntegra Private Wealth Group LLC with 20 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Ameriprise Financial Services, Inc., Securities America, Inc., and Arbor Point Advisors. Outside of his advisory role, Fiehler is involved in agricultural and farming businesses as well as a staffing and management company affiliated with Syntegra. Syntegra Private Wealth Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary portfolio management with a focus on ETFs, mutual funds, and individual securities, utilizing both quantitative and fundamental investment techniques, and includes an affiliated tax and business services entity.
Phillip D
CFP®, Series 63, Series 65
Chesterfield, MO
Brand Asset Management Group, Inc.
Phillip Daniels is a CFP® professional with 21 years of industry experience, currently serving at Brand Asset Management Group, Inc. since 2004. He holds Series 63 and Series 65 licenses and works out of Chesterfield, MO. Brand Asset Management Group provides discretionary investment advisory services to individuals, trusts, pension plans, charitable organizations, and corporations. The firm offers services including the Mosaic Wealth Management© turnkey program and Brand Family Office, emphasizing a multi-asset, multi-manager investment approach with continuous personal consultation.
Kacy B
Series 65
Saint Louis, MO
FEFA Financial
Kacy Brannum is a financial advisor at FEFA Financial with four years of industry experience. She holds a Series 65 designation and has worked at several firms, including VCI Wealth Management LLC and AE Wealth Management, LLC. Outside of her advisory work, she has experience in the restaurant industry as a bartender and server. FEFA Financial provides discretionary portfolio management and retirement plan advisory services to individuals, high-net-worth clients, and business entities. The firm utilizes a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory to tailor investment strategies to client risk profiles.
Mikaela H
CFP®, Series 65
Chesterfield, MO
Brand Asset Management Group, Inc.
Mikaela Hodges is a CFP® professional with 6 years at Brand Asset Management Group, Inc. and a total of 4 years of industry experience. Her previous roles include positions at Rossman School, Covenant Seminary, and Technology Partners. Brand Asset Management Group provides discretionary investment advisory services to individuals, trusts, pension plans, charitable organizations, and corporations, offering a multi-asset, multi-style investment approach with personalized consultation. The firm also offers specialized services such as its Mosaic Wealth Management© turnkey program and Brand Family Office solutions for high-net-worth clients.
Austin H
Series 65
Saint Louis, MO
FEFA Financial
Austin Hanse is a Series 65-licensed advisor at FEFA Financial with six years of industry experience. He has worked at VCI Wealth Management LLC, AE Wealth Management, LLC, and FEFA Asset Management, LLC. Outside of his advisory role, Hanse owns businesses involved in real estate investing and flipping. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services for individuals, high-net-worth clients, and business entities. The firm employs a blend of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, focusing on equities and ETFs with model allocations tailored to client risk profiles.
Andrew S
Series 65
Chesterfield, MO
Brand Asset Management Group, Inc.
Andrew Smith is a financial advisor with Brand Asset Management Group, Inc. in Chesterfield, MO. He holds a Series 65 designation and has been with the firm since 2025. Prior to joining Brand Asset Management Group, he worked in educational and community roles, including at Samford University and Covenant Presbyterian Church. Brand Asset Management Group provides discretionary investment advisory services to individuals, trusts, pension plans, charitable organizations, and corporations. The firm employs a multi-asset, multi-style approach and offers specialized services such as the Mosaic Wealth Management© turnkey program and family office support for high-net-worth clients.
Benjamin S
Series 65
Saint Louis, MO
FEFA Financial
Benjamin Schweppe is a financial advisor at FEFA Financial in Saint Louis, MO, holding a Series 65 license with four years of industry experience. His prior work includes roles at VCI Wealth Management LLC, AE Wealth Management, LLC, and FEFA Advisors LLC. In addition to his advisory role, Schweppe is a licensed insurance agent. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services to individuals, high-net-worth clients, pension/profit-sharing plans, and business entities. The firm employs a blend of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory to tailor investment strategies according to client risk profiles.
Robert B
Series 65, Series 63
Chesterfield, MO
Bridgewater Asset Management LLC
Robert Balice is a financial advisor with Bridgewater Asset Management LLC, holding Series 65 and Series 63 licenses and bringing 32 years of industry experience. He has worked at Bridgewater Asset Management since 2014, with prior experience at LPL Financial and WS Griffith Securities. Outside of his advisory role, Balice is a business owner of Balice Photography. Bridgewater Asset Management LLC provides discretionary asset management, financial planning, and pension consulting services to individuals, families, trusts, estates, and employer retirement plans. The firm manages approximately $350 million in regulatory assets and uses both strategic and tactical asset-allocation models, incorporating fundamental and technical analysis to guide portfolio supervision and trading.
Justin F
CFP®, Series 63, Series 66
Chesterfield, MO
MBM Wealth Consultants, LLC
Justin Fowler is a CFP® with 23 years of industry experience, currently serving as an advisor at MBM Wealth Consultants, LLC since 2026. He previously worked at CliftonLarsonAllen LLP and its affiliated wealth advisory firm from 2011 to 2026. Outside of his advisory role, Fowler performs wedding ceremonies as a minister for Andre's Banquets & Catering. MBM Wealth Consultants provides financial planning, consulting, and investment management services to individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $476.7 million in discretionary assets using tailored model portfolios that combine fundamental, technical, and cyclical investment analysis.
Kevin D
Series 65
Saint Louis, MO
FEFA Financial
Kevin Detwiler is a Series 65-licensed advisor at FEFA Financial with one year of industry experience. Prior to joining FEFA Financial, he was self-employed for seven years and worked at Dave Sinclair Ford for three years. He is also a licensed insurance agent. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services for individuals, high-net-worth clients, pension/profit-sharing plans, and business entities, using a mix of fundamental, quantitative, and cyclical analysis guided by modern portfolio theory.
Garrett J
Series 65
Chesterfield, MO
Vantage Point Financial, LLC
Garrett Jensen is a financial advisor at Vantage Point Financial, LLC with four years of industry experience. He holds a Series 65 designation and previously worked for six years at Commerce Bank. Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners with investment management, financial planning, and wealth consulting services. The firm employs a fiduciary, customized approach focused on long-term portfolio construction using low-cost mutual funds and ETFs, while maintaining flexibility to incorporate alternative investments and coordinate tax-sensitive decisions through affiliated entities.
Andrew B
Series 65, Series 63
Chesterfield, MO
Bridgewater Asset Management LLC
Andrew Balice is a financial advisor at Bridgewater Asset Management LLC with Series 65 and Series 63 licenses. He has been working in the industry since 2026 and previously held roles at LPL Financial LLC and Forsythe Findley Wealth Advisors. Bridgewater Asset Management LLC provides discretionary asset management, financial planning, and pension consulting services to individuals, trusts, estates, and employer retirement plans. The firm manages approximately $350 million in assets and employs a mix of strategic and tactical asset allocation models, using fundamental and technical analysis to guide portfolio management.
Maria A
CFP®, Series 66
Chesterfield, MO
MBM Wealth Consultants, LLC
Maria Alvarez is a CFP®-certified financial advisor at MBM Wealth Consultants, LLC with 11 years of industry experience. She previously worked at MML Investors Services, LLC and Mass Mutual Life Insurance Company from 2014 to 2022. Alvarez is also a member and owner of Alvarez Wealth Management, LLC, a business entity for tax purposes. MBM Wealth Consultants is an independent advisory firm managing approximately $418 million in discretionary client assets for individuals, retirement plans, trusts, and estates. The firm employs model-based portfolio management using fundamental, technical, and cyclical analysis across various securities, and offers trustee services and retirement plan consulting.
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.
Thomas B
CFP®, ChFC®, Series 63
Chesterfield, MO
Syntegra Private Wealth Group LLC
Thomas Burke is a CFP® and ChFC® with 34 years of experience in financial services. He is currently with Syntegra Private Wealth Group LLC, where he has worked since 2022. His prior experience includes roles at Private Client Services, OSAIC, Securities America, Arbor Point Advisors, and Ameriprise Financial Services. Outside of advisory work, he owns a high-end auto storage and service business and serves as president of a staffing and management company supporting Syntegra. Syntegra Private Wealth Group is a 12-advisor team providing investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary portfolio management using firm-developed model portfolios and various quantitative and fundamental techniques, complemented by an affiliated tax and business services entity.
Andrew S
Series 65
Saint Louis, MO
FEFA Financial
Andrew Stringer is a financial advisor at FEFA Financial with four years of industry experience. He holds a Series 65 designation and has worked at VCI Wealth Management LLC, FEFA Asset Management LLC, and AE Wealth Management LLC. Stringer is also the owner of Stringer Strategic Solutions LLC, a holding company, and is involved in insurance sales as a licensed agent. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services to individuals, high-net-worth clients, pension/profit-sharing plans, and business entities. The firm employs a mix of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, focusing on equities and ETFs with model allocations tailored to client risk profiles.
Scott B
ChFC®, Series 63, Series 66
Saint Charles, MO
Axius Advisors LLC
Scott Browne is a financial advisor at Axius Advisors LLC with 14 years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. Browne previously worked at Cambridge Investment Research Advisors for 12 years before joining Axius Advisors. Axius Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm uses Modern Portfolio Theory and a long-term trading approach, focusing on mutual funds, equities, fixed income, annuities, ETFs, and Treasury inflation-protected securities.
Donald P
Series 63, Series 66, Series 65
Ballwin, MO
Tradewinds Capital Management, LLC
Donald Pence is a financial advisor at Tradewinds Capital Management, LLC with six years at the firm and a total of five years of industry experience. He holds Series 63, Series 66, and Series 65 certifications. Pence’s prior work includes roles at First Community Credit Union, Vantage Credit Union, Gallagher Bassett, U.S. Bancorp Investments, Inc., and A. G. Edwards & Sons, Inc. Tradewinds Capital Management provides investment management, financial planning, and retirement plan consulting services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers three distinct management styles, employs technology for managing held-away accounts, and serves over 2,200 clients with a team approach supported by documented processes and client service staff.
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.
Matthew L
Series 63, Series 65
Chesterfield, MO
MBM Wealth Consultants, LLC
Matthew Lapides is an investment advisor representative and member of MBM Wealth Consultants, LLC with 21 years of industry experience. He has worked at MBM Wealth Consultants and Purshe Kaplan Sterling Investments since 2013 and is also involved with MBM Insurance Services. Lapides holds Series 63 and Series 65 licenses. MBM Wealth Consultants is an SEC-registered independent advisory firm managing approximately $418 million in client assets for individuals, retirement plans, trusts, and other entities. The firm employs a model-based portfolio management approach using fundamental, technical, and cyclical analysis to construct tailored portfolios across various asset types.
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1,138 advisors near
63073
within the area shown on the map
Out of 400,000+ nationwide