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Nicholas D
CFP®, Series 66
Des Peres, MO
LPL Financial
Nicholas Dragan is a CFP® professional with 25 years of experience in the financial services industry. He currently works with LPL Financial and has prior experience at Mass Mutual Investors Services, Metlife Securities, New England Securities, and Merrill. Outside of his advisory role, he is involved in organizing a hockey card show as a hobby. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a wide array of investment strategies supported by advanced research and operational tools.
Sarah E
Series 66
St. Louis, MO
Edward Jones
Sarah Everding is a financial advisor at Edward Jones with nine years of industry experience. She has been with Edward Jones since 2014 and holds a Series 66 designation. Outside of her advisory role, she is involved in a distributorship selling skincare products with Rodan + Fields. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Scott T
Series 66
St. Louis, MO
Edward Jones
Scott Till is a financial advisor with Edward Jones in St. Louis, MO. He holds a Series 66 designation and has three 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 through a nationwide network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.
Laura J
Series 66
St. Louis, MO
Edward Jones
Laura Johnson is a financial advisor at Edward Jones with 11 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2015. Based in St. Louis, MO, she works within one of the largest wealth management firms in the industry. Edward Jones serves more than four million individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of over 23,000 advisors and 15,000 branch offices.
Craig A
Series 63, Series 66
St Louis, MO
Edward Jones
Craig Avenevoli is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and having 26 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he is an owner and member of JAGs Investment LLC, an LLC engaged in maintaining commercial rental property. 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 and investment strategies, operating under a fiduciary standard and supported by a nationwide network of over 23,000 financial advisors.
John G
Series 63, Series 65
Chesterfield, MO
LPL Financial
John Gallagher is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at LPL Financial since 2002 and has prior experience with firms including Sirius Wealth Management and Securian Financial Services. Gallagher serves as a board member of the MS Society Gateway Chapter, where he participates in developing programs to support the organization's mission. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports a broad range of investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms, and manages over $819 billion in discretionary assets.
Emily C
CFP®, Series 66
Frontenac, MO
STIFEL
Emily Cuba is a CFP®-certified financial advisor with 14 years of industry experience. She has worked at Stifel since 2023, with prior roles at Bank of America and Merrill Lynch from 2008 to 2023. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.
Paul K
Series 66
St. Louis, MO
Edward Jones
Paul Kjar is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.
Derek K
Series 66
St. Louis, MO
Edward Jones
Derek Kendall is a financial advisor at Edward Jones with 9 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Based in St. Louis, MO, he serves a diverse client base as part of a large national firm. 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 tax-efficient services, operating under a fiduciary standard.
Douglas C
Series 63, Series 66
St Louis, MO
Edward Jones
Douglas Cissell is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporations, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.
Robert C
Series 63, Series 66
St Louis, MO
Charles Schwab
Robert Cox is a financial advisor with Charles Schwab in St. Louis, MO, holding Series 63 and Series 66 licenses and three years of industry experience. Before joining Schwab in 2023, he worked at TD Ameritrade for one year and spent thirteen years at QuikTrip. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research and a formal alternative investment program.
Nicole B
Series 63, Series 65
St. Louis, MO
Edward Jones
Nicole Bascombe is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 65 licenses with 19 years of industry experience. She previously worked at Morgan Stanley for seven years and RBC Capital Markets for one year before joining Edward Jones in 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.
Jonathan M
Series 66
St. Louis, MO
Edward Jones
Jonathan Miner is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and previously worked at Stifel Nicolaus for 15 years before joining Edward Jones in 2023. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a nationwide network of more than 23,700 financial advisors.
Christopher B
Series 66
St Louis, MO
Edward Jones
Christopher Bowers is a Series 66-credentialed financial advisor with Edward Jones, based in St. Louis, MO. He has been with Edward Jones for 10 years. 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 and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Scott M
Series 63, Series 65
Frontenac, MO
Wells Fargo Clearing
Scott Meine is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.
Elizabeth N
Series 66
St. Louis, MO
Edward Jones
Elizabeth Nguyen is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo for nine years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.
Peter F
CFP®, Series 63, Series 65
Frontenac, MO
STIFEL
Peter Flanigan is a CFP® professional with 42 years of experience in the financial industry. He has worked at Stifel Nicolaus & Co Inc since 2019 and held previous positions at Bank of America and Merrill. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that supports client decision-making in areas such as asset allocation and retirement planning.
Daniel W
Series 63, Series 66
St Louis, MO
Edward Jones
Daniel Will is a financial advisor at Edward Jones with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2020. Prior to that, he spent nine years at Round Room. Outside of his advisory role, he serves on a membership committee for a local networking organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets and offers a variety of investment strategies and affiliated financial services through a large nationwide network of advisors and branch offices.
Michael M
Series 63, Series 66
Chesterfield, MO
Wells Fargo Advisors
Michael Moeller is a financial advisor with Wells Fargo Advisors in Chesterfield, MO, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has worked with Wells Fargo Clearing from 2016 to 2020 before joining Wells Fargo Advisors. He is also the principal owner of Moeller Investment Group LLC, an investment-related business based in Chesterfield. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations using in-house research and planning tools, with planning engagements typically offered on a discrete basis.
Andrew C
Series 66
St. Louis, MO
Edward Jones
Andrew Chauvin is a financial advisor with Edward Jones in Hazelwood, MO, holding a Series 66 designation and 13 years of industry experience, all with Edward Jones since 2013. Outside of his advisory work, he assists with expense tracking and setup for his wife's art business, although he is not compensated for these activities. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions, with approximately $1.01 trillion in assets under management and a large nationwide network of advisors and branches. The firm offers a range of advisory programs, investment options, and fiduciary services.
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3,297 advisors near
63025
within the area shown on the map
Out of 400,000+ nationwide