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198 advisors near
63362
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Out of 400,000+ nationwide
Gregory S
Series 66, Series 63
St. Peters, MO
Cornerstone Wealth Management, LLC
Gregory Shoemaker is a financial advisor with Cornerstone Wealth Management, LLC, holding Series 66 and Series 63 designations and bringing 32 years of industry experience. He has been with Cornerstone Wealth Management since 2012 and also has a long tenure with LPL Financial, LLC since 2005. Cornerstone Wealth Management serves a diverse client base, including individuals, high-net-worth clients, corporations, and retirement plans, offering asset management, financial planning, retirement consulting, and third-party manager referrals. The firm uses a combination of fundamental, quantitative, and qualitative analysis with ongoing account supervision and periodic rebalancing to manage $4.93 billion in discretionary assets as of year-end 2025.
Michael R
Series 66
Lake St Louis, MO
First Heartland Consultants, Inc.
Michael Reichert is a financial advisor at First Heartland Consultants, Inc. with six years of industry experience. He holds a Series 66 designation and previously worked as an attorney focusing on consumer bankruptcy. Reichert also maintains a legal practice, spending limited time each week on bankruptcy cases. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for 401(k) accounts, asset management, and third-party asset management solutions through a network of independent investment adviser representatives.
Brandon M
CFP®, Series 65, Series 63
Saint Peters, MO
&PARTNERS
Brandon Mallinckrodt is a CFP® professional with 17 years of experience in the financial industry. He is currently with &Partners, LLC and has previously worked at UBS Financial Services, Jag Capital Management, Inc., and Kennedy Capital Management, Inc. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and ERISA 3(21) consulting, utilizing a combination of fundamental, technical, and quantitative analysis with both proprietary and third-party strategies.
Michael C
ChFC®, Series 63, Series 65
Old Monroe, MO
Wealth Enhancement Advisory Services, LLC
Michael Corgiat is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 40 years of industry experience, including roles at Keystone Financial Services, LLC, FSC Securities Corporation, The Retirement Group, LLC, and LPL Financial. He is based in Old Monroe, MO. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.
Bradley P
Series 63, Series 66
St. Peters, MO
Commonwealth Financial Network
Bradley Prewitt is a financial advisor with Commonwealth Financial Network in St. Peters, MO, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Commonwealth since 2016. Prewitt is also a part owner of Compass Financial, an entity involved in securities, advisory, and fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of nearly 2,900 advisors and manages approximately $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody and clearing services.
Tina S
Series 63, Series 65, Series 66
Lake St. Louis, MO
Creative Planning
Tina Standish is a financial advisor at Creative Planning with 29 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Prior to joining Creative Planning in 2021, she worked at Lockton Companies, LLC and its affiliated entities from 2007 to 2021. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.
Sarah H
Series 66
Wentzville, MO
Kestra Advisory
Sarah Hillis is a financial advisor with Kestra Advisory in Wentzville, MO, holding a Series 66 designation and five years of industry experience. Prior to joining Kestra in 2022, she worked at Stifel Nicolaus & Co Inc and Edward Jones. Outside of her advisory role, she works as an independent contractor for Instacart. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan design, investment due diligence, and access to multiple management platforms and pooled plan solutions.
Benjamin B
Series 66
Ofallon, MO
Benjamin F. Edwards & Company, Inc.
Benjamin Burkemper is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has 17 years of industry experience. Prior to joining Benjamin F. Edwards in 2022, he worked for U.S. Bancorp Investments, Inc. and U.S. Bank from 2012 to 2022. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a range of investment advisory services through fee-based wrap programs and a variety of managed strategies, supported by several hundred advisors and tens of billions in assets under management.
Thomas E
Series 66
Wright City, MO
Creative Planning
Thomas Eastman is a financial advisor at Creative Planning with 19 years of industry experience. He holds a Series 66 designation and has previously worked at BAM Advisor Services and Edward Jones. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning‑led investment approach featuring low‑cost indexing and buy‑and‑hold strategies, supported by a large advisory team and centralized infrastructure, alongside affiliated legal, trust, and recordkeeping businesses.
John K
Series 66
Ofallon, MO
Benjamin F. Edwards & Company, Inc.
John Kraft is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has seven years of industry experience. Prior to joining Benjamin F. Edwards in 2020, he worked at Wells Fargo Advisors and Ameriwood Industries, and he was also affiliated with the University of Missouri Columbia. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a range of investment management services through fee-based wrap programs, employing both strategic multi-year allocations and tactical adjustments across various portfolios and model strategies.
Mick K
Series 65
Wentzville, MO
Creative Planning
Mick Keeven is a financial advisor at Creative Planning with five years of industry experience. He holds a Series 65 designation and has previously worked at Fisher Investments and Axius Financial, as well as serving at the University of Missouri - Columbia. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by other actively managed strategies and private market exposure.
Daniel S
Series 63, Series 65
Dardenne Prairie, MO
OSAIC Institutions, inc.
Daniel Sutton is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 designations and possessing 30 years of industry experience. He has worked at Infinex Investments, Inc. since 2017 and at First Bank Wealth Management since 2008. Daniel is based in Dardenne Prairie, MO. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions through a hybrid advisor/broker-dealer model that combines firm supervision with advisor-managed accounts.
Hannah W
Series 66
St. Peters, MO
Commonwealth Financial Network
Hannah Wilson is a financial advisor at Commonwealth Financial Network with one year of industry experience. She holds the Series 66 designation. Prior to joining Commonwealth and Compass Financial, she held various roles at John Deere from 2017 to 2025, including positions in information systems and product development. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a range of investment options.
Olivia L
Series 66
O'Fallon, MO
Ameritas Advisory Services, LLC
Olivia Lupfer is a Series 66-licensed financial advisor with seven years of industry experience. She is currently with Ameritas Advisory Services, LLC, having previously worked at firms including Thrivent Investment Management and Moloney Securities Co., Inc. in roles spanning investment management and financial services. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a variety of discretionary and non-discretionary programs utilizing in-house model portfolios, third-party managers, and integrated platforms connected with Ameritas affiliates.
Stephen P
Series 63, Series 65
Lake Saint Louis, MO
Empower Advisory Group
Stephen Pontello is a financial advisor with Empower Advisory Group in Lake Saint Louis, MO, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at GWFS Equities, Paradigm Financial Advisors, TD Ameritrade, US Bank, and the University of Missouri St. Louis. Outside of advising, he owns Pontello Homes LLC, a home building and remodeling business. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and participants, as well as certain IRA and retail brokerage clients. The firm offers financial planning and investment management through an integrated model linked to Empower’s administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.
Jason P
Series 65, Series 63
Foristell, MO
AE Wealth Management, LLC
Jason Plucinak is a financial advisor with AE Wealth Management, LLC, holding Series 65 and Series 63 credentials and possessing 16 years of industry experience. His prior roles include positions at Hilton Private Capital, Hilton Family Office, Wealthforge Securities, and Sequence Financial Specialists, among others. Outside of financial advising, he is involved with Iron Horse Landscape & Excavating, LLC, which he has been associated with for 10 years. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and offers services such as 3(21) and 3(38) ERISA support, serving a large number of clients through standardized model and platform solutions.
Scott W
Series 63, Series 66
St. Peters, MO
Commonwealth Financial Network
Scott Wilson is a financial advisor with Commonwealth Financial Network in St. Peters, MO, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has been with Commonwealth and Compass Financial for the past 10 years, and he is a part owner of Compass Financial. Additionally, Wilson serves as a notary public. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of nearly 2,900 advisors and hundreds of thousands of clients, offering various managed-account programs, access to third-party asset managers, and comprehensive adviser-support services.
Jacob M
Series 66
Wentzville, MO
Empower Advisory Group
Jacob Mueller is a financial advisor at Empower Advisory Group with three years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise before joining Empower. His background includes roles outside finance, such as positions at Active Life Chiropractic and the International Union of Painters and Allied Trades. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm emphasizes long-term portfolio returns and integration with Empower’s administrative platforms.
Diane C
Series 66
St. Peters, MO
Benjamin F. Edwards & Company, Inc.
Diane Cipriano is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds a Series 66 designation and has 25 years of industry experience. Prior to joining Benjamin F. Edwards in 2020, she worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, pension and profit-sharing plans, charitable organizations, corporations, and other institutions. The firm offers a range of fee-based wrap programs, financial planning, retirement consulting, and investment management, utilizing strategies managed in-house, by its advisors, and through third-party managers.
James M
Series 63, Series 65
St. Peters, MO
Benjamin F. Edwards & Company, Inc.
James Masterson is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has been with Benjamin F. Edwards & Company since 2010. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension and profit-sharing plans, charitable organizations, corporations, and other institutions. The firm offers a range of fee-based wrap programs, financial planning, retirement plan consulting, and investment management services, utilizing both discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.
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198 advisors near
63362
within the area shown on the map
Out of 400,000+ nationwide