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167 advisors near
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Joseph M
CFP®, Series 66
Florissant, MO
Edward Jones
Joseph Meyer is a CFP®-designated financial advisor at Edward Jones with 11 years of industry experience. He has been with Edward Jones since 2014. Outside his advisory role, he is involved in identifying real estate opportunities through membership in local property ventures. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of wealth levels. The firm manages approximately $1.01 trillion in assets and provides a variety of advisory strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Madison S
Series 66
Florissant, MO
Edward Jones
Madison Smith is a Series 66 licensed financial advisor with Edward Jones in Florissant, MO, where she has worked since 2017. She has eight years of industry experience and previously held positions at Webster University. Outside of her advisory role, Madison is the founder of Synclarity Associates, a consulting and freelance writing business, and an author for Creative Publishing. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and managed solutions, operates under a fiduciary standard, and is notable for its extensive retail advisor and branch network as well as affiliated services beyond investment advisory.
Ronald F
Series 66, Series 63
Florissant, MO
Edward Jones
Ronald Faintich is a financial advisor at Edward Jones with 37 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at Edward D. Jones & Co., L.P. since 1989. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and maintains a large network of financial advisors and branch offices across the United States.
Courtney W
Series 66
Hazelwood, MO
Edward Jones
Courtney Walters is a financial advisor at Edward Jones in Hazelwood, MO, holding a Series 66 designation with 16 years of industry experience. Walters has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.
James W
Series 63, Series 65
St. Peters, MO
LPL Financial
James Welch is a financial advisor with LPL Financial in St. Peters, MO, holding Series 63 and Series 65 credentials and having 28 years of industry experience. His prior roles include positions at Commerce Bank, Regions Bank, Cetera, and The Prudential Insurance Company of America. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.
Michelle K
Series 66
Saint Charles, MO
Edward Jones
Michelle Kozemczak is a financial advisor with Edward Jones in Saint Charles, Missouri. She holds the Series 66 designation and has 9 years of industry experience, all with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.
Francis M
Series 63, Series 65
Saint Peters, MO
Wells Fargo Advisors
Francis Mundwiller is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 57 years of industry experience. He has worked at Wells Fargo Advisors Financial Network since 2009 and previously worked at Morgan Stanley from 2000 to 2003. Mundwiller also co-owns Smith-Mundwiller Securities LLC, an investment-related business in St. Charles, Missouri. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutions. The firm offers a broad range of financial planning services, including specialized planning for business-owner transitions and special-needs analysis, utilizing firm research and planning tools to develop tailored client recommendations.
Jamey B
Series 63, Series 66
St Peters, MO
Edward Jones
Jamey Biegener is a financial advisor at Edward Jones with seven years of industry experience, including 18 years at DataServ, LLC prior to joining his current firm. He holds Series 63 and Series 66 designations. Outside of his advisory role, Jamey manages the Eagles soccer team for Sadida FC in St. Charles, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and operates under a fiduciary standard.
Ty K
Series 66
Saint Charles, MO
Edward Jones
Ty Klicker is a financial advisor at Edward Jones in Saint Charles, MO, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at 1st Phorm and Supplement Superstores. He is also a part-time trainer at P3 in Wentzville, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, managing over $1 trillion in assets through a nationwide network of financial advisors.
Stephen S
Series 66
Florissant, MO
Edward Jones
Stephen Sutterer is a financial advisor at Edward Jones in Florissant, MO, holding a Series 66 designation. He has over 11 years of industry experience, including his prior role at Tri National Inc. from 2015 to 2026. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.
Marcus R
Series 66
Jerseyville, IL
Edward Jones
Marcus Renken is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at US Bank, Family Finance Mortgage, and Wells Fargo Home Mortgage. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.
Eric T
Series 66
Hazelwood, MO
Edward Jones
Eric Tucker is a financial advisor at Edward Jones in Hazelwood, MO, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.
Ryan A
CFP®, Series 63, Series 65
Saint Charles, MO
LPL Financial
Ryan Alsup is a CFP®-certified financial advisor with 24 years of industry experience. He is currently with LPL Financial and First State Bank, having previously worked at Invesco Advisers, Inc. and Invesco Distributors, Inc. for 13 years. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Karie M
Series 63, Series 66
Dow, IL
Edward Jones
Karie Murphy is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Charles Schwab & Co., Inc. for eight years and Northwestern Mutual Investment Services LLC for three years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.
Nora S
Series 66
Godfrey, IL
Edward Jones
Nora Steiner is a financial advisor with Edward Jones, holding the Series 66 designation and beginning her advisory career in 2024. Prior to joining Edward Jones, she worked in various roles including at Starbucks and Southern Illinois University Edwardsville. Edward Jones is a full-service wealth management firm serving over four million clients with a broad range of discretionary and non-discretionary investment strategies, supported by a nationwide network of more than 23,700 financial advisors and managing approximately $1.01 trillion in assets.
Cameron N
Series 66
St. Charles, MO
Fidelity
Cameron Norris is an Investment Consultant currently working at Fidelity Investments. In this role, Cameron collaborates with individuals and families to develop holistic financial plans tailored to their unique needs, preferences, and goals. Cameron's approach involves understanding what is important to clients and providing support to implement plans aligned with their objectives. Cameron has experience in investment consulting and financial consulting, having held positions at Fidelity Investments since 2021 and previously at TD Ameritrade from 2017 to 2021. This background provides Cameron with a foundation in investment management and client financial planning.
Christopher H
Series 66
Wood River, IL
LPL Financial
Christopher Herzog is a financial advisor at LPL Financial with 23 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Raymond James and Morgan Keegan. Outside of his advisory role, Herzog serves as the airport commissioner and treasurer at the St. Louis Regional Airport and has been involved with the Wood River Township nonprofit board. 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 a large network of investment adviser representatives.
James C
Series 63, Series 65
Godfrey, IL
Raymond James Financial
James Claywell is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has served as a financial advisor and owner of Claywell Asset Management, LLC since 2016. Claywell also has a background in education, having worked at Marquette Catholic High School for nearly two decades. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through its affiliation with a municipal advisor.
Jeffrey P
CFP®, ChFC®, Series 63
St Charles, MO
Edward Jones
Jeffrey Pomeroy is a financial advisor at Edward Jones in St. Charles, MO, holding the CFP® and ChFC® designations with 23 years of industry experience at the firm. He serves as the finance committee chair for St. John the Apostle and Evangelist Church, providing guidance on the church’s financial decisions. Edward Jones is a wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs, managed solutions, and affiliated investment products through a large national network of advisors and branches.
Timothy R
Series 66
Alton, IL
Wells Fargo Clearing
Timothy Riley is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he holds a 25% ownership stake in OLD YELIR, LLC, a real estate-related business. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering a range of services from investment policy statement preparation to plan benchmarking. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with options including insurance-related vehicles and bank deposit sweep programs.
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Finding advisors...
167 advisors near
62028
within the area shown on the map
Out of 400,000+ nationwide