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John M
Series 63, Series 65
St. Louis, MO
Krilogy
John Mcarthur is a financial advisor with Krilogy Financial LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked at Saxony Securities Inc since 2014 and has been affiliated with Kansas City Life Insurance and Krilogy Financial since 2012. Outside of his advisory role, he is involved in managing private investment funds and serves on the advisory board for a financial industry podcast focused on private markets. Krilogy Financial LLC serves individuals and families, including high- and ultra-high-net-worth clients, as well as qualified retirement plans, charitable organizations, foundations, institutions, and businesses. The firm employs a primarily long-term investment approach with tactical overlays, combining quantitative, qualitative, and fundamental analysis, and offers a range of services including portfolio management, financial planning, corporate retirement plan consulting, and family office services.
Brian B
CFP®, Series 63, Series 65
Clayton, MO
Mutual Advisors, LLC
Brian Bachelier is a financial advisor with Mutual Advisors, LLC in Clayton, MO, holding a CFP® designation and over 27 years of industry experience. He previously worked at Scottrade, Inc. for 20 years and at Voleta Advisors LLC for three years. Outside of advising, he is the owner of Brian's Jerky, LLC, producing and selling fresh smoked beef jerky. Mutual Advisors, LLC serves a diverse client base including individuals, trusts, retirement plans, and institutional investors. The firm employs a mix of active and passive investment strategies tailored through multiple analytical approaches and manages approximately $9.45 billion across 154 advisors.
Michael W
CFP®, Series 63, Series 66
Clayton, MO
Mutual Advisors, LLC
Michael Weisman is a CFP® with 42 years of industry experience, currently serving as a financial advisor at Mutual Advisors, LLC. His prior roles include positions at Vicus Capital, Inc., Cetera Advisor Networks LLC, and Enterprise Bank & Trust. He is also an independent insurance agent. Mutual Advisors, LLC serves a diverse client base that includes individual investors, trusts, retirement plans, and institutional clients. The firm employs a mix of active and passive investment strategies, various analytical approaches, and third-party tools to tailor portfolios and offers a broad range of advisory services including asset management and consulting.
James C
PFS™, Series 65
St. Louis, MO
Wealth Management
James Curran is a financial advisor at Wealth Management with 15 years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to his current role, he worked at firms including Smith Patrick LLC and KEB Wealth Advisors. Outside of advising, Curran is also an accountant at Smith Patrick LLC, focusing on tax and management duties. Wealth Management advises individuals, high-net-worth clients, and institutional clients, offering discretionary asset management, fiduciary services, and financial planning. The firm employs diversified, passively managed portfolios using no-load mutual funds and ETFs, emphasizing fee transparency and cost minimization.
Amy B
Series 66
Clayton, MO
Smith, Moore & Co.
Amy Brody is a financial advisor at Smith, Moore & Co. with nine years of industry experience. She holds the Series 66 designation and has been with Smith, Moore & Co. since 2015. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans by offering portfolio management, financial planning, investment consulting, and model-portfolio solutions. The firm combines advisor-managed accounts with third-party manager arrangements and employs both fundamental and technical analysis in its investment approach.
Samuel S
CFP®, ChFC®, Series 63
St. Louis, MO
Krilogy
Samuel Streb is a CFP® and ChFC® accredited financial advisor with five years of industry experience. He is currently with Krilogy and has previously worked at Northwestern Mutual and several other firms. Outside of finance, he has experience working in the hospitality and residential construction industries. Krilogy serves a diverse client base including high-net-worth individuals, corporate and institutional clients, family offices, and charitable organizations. The firm employs a long-term investment philosophy with a combination of active and passive strategies, and provides a range of services from portfolio management to family office support.
Meagen W
CFP®
St. Louis, MO
Facet
Meagen Wagner is a CFP® professional with five years of industry experience, currently serving at Facet Wealth since 2021. Her prior roles include positions at Plancorp LLC and experience with Lighting Solutions Design Gallery LLC and August Moon. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients, using technology-driven processes and model-based asset allocations. The firm serves a wide range of households through phone, video, and a proprietary web platform, employing a flat subscription model rather than percentage-based fees.
Steven F
CFP®, Series 63
St. Louis, MO
Argent Capital Management LLC
Steven Finerty is a CFP®-designated financial advisor with 27 years of industry experience. He has been with Argent Capital Management LLC since 1998 and also maintains concurrent roles with Moneta Group, LLC and associated entities since 2005. Argent Capital Management is an employee-owned registered investment adviser managing approximately $3.99 billion in client assets. The firm serves endowments, foundations, pension funds, investment companies, and high net worth individuals through discretionary domestic equity portfolio management, utilizing a team-based approach focused on concentrated, low-turnover portfolios of high-quality, enduring businesses.
Mark K
Series 65
St. Louis, MO
Financial & Tax Architects, LLC
Mark Kukielski is a financial advisor at Financial & Tax Architects, LLC with nine years of industry experience. He holds a Series 65 credential and has worked previously at American Income Life. Kukielski is also an insurance agent involved with FTA Insurance Services, LLC. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm uses proprietary investment strategies involving ETFs and individual securities, offers retirement-plan consulting, and operates a sub-advisory business serving other advisory firms.
Willem S
CFA®, Series 66
Saint Louis, MO
ACR Alpine Capital Research, LLC
Willem Schilpzand is a CFA® charterholder with 12 years of industry experience. He is currently with ACR Alpine Capital Research, LLC and has been with Alpine Investment Management LLC since 2010. ACR Alpine Capital Research provides discretionary portfolio management to institutional investors, intermediaries, and individual clients, including high net worth individuals and retirement plans. The firm employs a fundamentally valuation-based, bottom-up investment approach across multiple equity and multi-asset strategies, managing both registered mutual funds and private pooled vehicles alongside sub-advisory and wrap program roles.
Timothy H
Series 65
St. Louis, MO
Visionary Wealth Advisors, LLC
Timothy Hanser is a financial advisor with Visionary Wealth Advisors, LLC in St. Louis, MO, holding a Series 65 designation and 13 years of industry experience. He previously worked at Buckingham Asset Management, LLC for five years and Clayton Financial Group, LLC for four years. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.
Christopher T
Series 63, Series 65
Saint Louis, MO
Larson Financial Group, LLC
Christopher Tobin is a financial advisor at Larson Financial Group, LLC in Saint Louis, MO, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Droms Strauss Wealth Management, JPMorgan Chase, Morgan Stanley, and UMB Financial Corporation. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary programs employing strategic and tactical approaches, and offers affiliated services including broker-dealer, commercial real estate, and private equity activities.
Nicholas A
Series 66
Saint Louis, MO
Principal Advised Services
Nicholas Akers is a financial advisor with Principal Advised Services in Saint Louis, MO, holding a Series 66 credential and 11 years of industry experience. He has worked at Principal Advised Services since 2024 and previously spent six years with Wells Fargo Clearing. Outside of his advisory role, he serves as an assistant vice president at Principal Bank, focusing on sales of bank deposit products. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm integrates third-party methodologies and proprietary models, leveraging its affiliation with Principal Financial Group to access proprietary funds and products.
Jeffery S
Series 63, Series 65
Saint Louis, MO
Larson Financial Group, LLC
Jeffery Schulz is a financial advisor at Larson Financial Group, LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has been with Larson Financial Group during multiple periods since 2014, as well as working at Stifel and St. Louis Community College. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary strategies, incorporating both strategic and tactical approaches, and employs AI-assisted tools alongside human review for client advice.
Bruce W
Series 63, Series 65
Creve Coeur, MO
RFG Advisory, LLC
Bruce Wiitala is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at firms including Waddell & Reed and Ameriprise prior to joining RFG Advisory in 2017. Outside of his advisory role, he serves as the boys athletic director for Celtic Athletic Ministry, managing policies and facilities for sports programs. RFG Advisory delivers investment advisory and planning services to individual and high-net-worth investors, retirement plans, and select institutional clients. The firm employs a primarily discretionary investment approach with a range of model portfolios and third-party platforms, and it serves as sub-adviser to multiple ETFs while providing access to alternative investments and annuities.
Jeremiah S
Series 65, Series 63
St. Louis, MO
Foundations Investment Advisors LLC
Jeremiah Skaggs is a financial advisor with Foundations Investment Advisors LLC, holding Series 65 and Series 63 licenses and three years of industry experience. He previously worked with Northwestern Mutual and Anheuser Busch. Outside of his advisory role, he conducts seminars through the American Financial Education Alliance aimed at reducing financial illiteracy. Foundations Investment Advisors provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies, employing a variety of analytical approaches and utilizing model portfolios and third-party sub-advisers.
Robert S
Series 65
Chesterfield, MO
Acropolis Investment Management
Robert Schramm is a financial advisor with Acropolis Investment Management, L.L.C., holding a Series 65 credential and over 20 years of industry experience. He has been with Acropolis since 2004. Acropolis Investment Management is a fee-only wealth management firm serving individual investors, institutional clients, and company-sponsored retirement plans. The firm employs a committee-driven investment process focused on strategic asset allocation, tax-aware implementation, and a blend of equities, bonds, mutual funds, and ETFs, with an emphasis on U.S. markets.
Bryce B
Series 65
St. Louis, MO
Visionary Wealth Advisors, LLC
Bryce Beck is a financial advisor at Visionary Wealth Advisors, LLC in St. Louis, MO, holding a Series 65 designation with one year of industry experience. Prior to joining Visionary Wealth Advisors, he worked at Peace Haven and CedarS CampS and has experience in education at Principia Upper High School and Saint Louis University. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm uses model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.
Thomas G
Series 63, Series 65
Saint Louis, MO
Huntleigh Advisors, Inc.
Thomas Gummersbach is a financial advisor with Huntleigh Advisors, Inc. in Saint Louis, MO, holding Series 63 and Series 65 credentials and bringing 56 years of industry experience. He has been with Huntleigh Securities Corporation since 2005. Huntleigh Advisors serves a diverse client base including individuals, small businesses, charities, trusts, estates, and employer retirement plans, offering discretionary and non-discretionary asset management as well as specialized strategies such as its MindShare small- and micro-cap program. The firm employs model asset allocation portfolios reviewed quarterly alongside customized management options, utilizing a combination of fundamental, technical, cyclical, and quantitative analysis.
Luke G
Series 65
St. Louis, MO
CliftonLarsonAllen Wealth Advisors, LLC
Luke Gassett is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in St. Louis, MO, holding a Series 65 credential. He joined the firm in 2026 and has prior work experience with CliftonLarsonAllen LLP and involvement with local athletic associations. CliftonLarsonAllen Wealth Advisors serves individuals, corporate and institutional clients, and qualified retirement plans, offering wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm combines fiduciary advisory services with broker-dealer and insurance activities and integrates multidisciplinary planning through its Private Client Services model.
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5,964 advisors near
63043
within the area shown on the map
Out of 400,000+ nationwide