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Kevin M
CFP®, ChFC®, Series 66
St Louis, MO
Edward Jones
Kevin Mc Manus is a financial advisor at Edward Jones in St. Louis, MO, holding the CFP®, ChFC®, and Series 66 designations with nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across various segments, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Samuel B
Series 66
St. Louis, MO
Cetera
Samuel Bahr is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. His prior work experience includes roles at Klance Unlimited, Renaissance Financial, and Sterling Food Company. He has also been involved with several organizations including Algonquin Golf Club and Affton High School. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.
Hali F
Series 66
St. Louis, MO
Wells Fargo Clearing
Hali Flintrop is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo Clearing, Hali worked at Wells Fargo Advisors and Above All Personnel. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.
James F
Series 65, Series 63
St Louis, MO
Edward Jones
James Finder is a financial advisor with Edward Jones in St. Louis, MO, holding Series 65 and Series 63 licenses. He has 35 years of industry experience, all spent with Edward D. Jones & Co., L.P. since 1989. 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 large network of financial advisors and branch offices nationwide.
Morgan C
Series 66
St Louis, MO
Wells Fargo Advisors
Morgan Coggin is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding the Series 66 designation with 13 years of industry experience. He has been with Wells Fargo Advisors since 2018 and previously worked at Wells Fargo Clearing from 2016 to 2018. Outside of his advisory role, he has a 16.5% ownership interest in Millennium Growth Partners, a merchant cash and stock agreement business. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients with investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.
Karen B
Series 63, Series 65
St. Louis, MO
Wells Fargo Clearing
Karen Briers is a financial advisor with Wells Fargo Clearing in St. Louis, MO. She holds the Series 63 and Series 65 designations and has 17 years of industry experience, including 10 years with Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 financial advisors and provides both brokerage and advisory solutions.
John P
Series 66
Millstadt, IL
Edward Jones
John Pratl is a financial advisor with Edward Jones in Millstadt, IL, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Archford Capital Strategies, and Abstrakt Marketing Group. 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 and investment strategies through a nationwide network of advisors and branch offices.
Charles M
Series 63, Series 66
St. Louis, MO
Wells Fargo Clearing
Charles Minnick is a financial advisor with Wells Fargo Clearing in St. Louis, MO. He holds Series 63 and Series 66 licenses and has 15 years of industry experience. His prior experience includes a year at Stifel before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs more than 14,000 financial advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.
Tanya P
Series 66
St Louis, MO
Edward Jones
Tanya Passmore is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2016 in various roles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.
Luigi S
Series 66
St. Louis, MO
STIFEL
Luigi Scire is a financial advisor at Stifel with six years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Company since 2019. Prior to his financial career, he operated Touch of Gold Auto Detailing for two years. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on proprietary methodologies developed by its Investment Strategy Group.
Eric B
Series 66
St. Louis, MO
Wells Fargo Advisors
Eric Bruce is a financial advisor with Wells Fargo Advisors in St. Louis, MO. He holds a Series 66 designation and has one year of industry experience. Prior to joining Wells Fargo Advisors, he worked at Aston Carter and has experience outside the financial sector, including a role at Johnny Mac's Sporting Goods. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services utilizing Wells Fargo research and planning tools, with a focus on tailored client recommendations and optional implementation through its brokerage or advisory programs.
Matthew B
Series 66
St. Louis, MO
STIFEL
Matthew Boyer is a Series 66-licensed financial advisor at Stifel with seven years of experience, including roles at Stifel Nicolaus and Johnny Macs Sporting Goods. He is based in St. Louis, MO. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, supporting asset allocation and financial planning decisions.
Tyson B
Series 66
Swansea, IL
Merrill
Tyson Bowman is a Financial Advisor with Merrill Lynch Wealth Management, focused on developing tailored financial strategies for individuals, families, and retirees. He works closely with clients to help them pursue their financial goals, manage life's transitions, and build lasting financial confidence. As a Merrill Solutions Advisor, Tyson emphasizes attentive listening to understand what clients value most. He collaborates directly with clients to create strategies aimed at helping them achieve their dreams. His role offers clients access to Merrill's global investing resources as well as the credit, lending, and banking services provided by Bank of America. Tyson holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Tyson earned a Bachelor's Degree from the University of Missouri System. Outside of his professional work, he has personal interests in basketball, football, and music.
Devan N
Series 66
Waterloo, IL
Edward Jones
Devan Nussbaumer is a financial advisor at Edward Jones with a Series 66 designation and over eight years of industry experience, including multiple tenures at Edward Jones. His prior work includes roles at Quantum Vision Centers, State Farm, and Citizens Community Bank. 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, supported by a nationwide network of financial advisors and branch offices.
Jeffrey H
Series 66
St Louis, MO
Edward Jones
Jeffrey Hanna is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked with Midtown Home Improvement from 2013 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.
Richard A
Series 63, Series 65
Webster Groves, MO
Edward Jones
Richard Alotta is a financial advisor with Edward Jones in Webster Groves, MO, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Edward Jones since 2006. He has participated in survey activities through Escalent. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.
Gilbert V
Series 66
St. Louis, MO
Cetera
Gilbert Velez Ramirez is a financial advisor with Cetera, holding a Series 66 credential and beginning his industry career in 2025. His prior roles include positions at Nationwide Financial, Oklahoma Financial Center, and Renaissance Financial. Ramirez also has experience affiliated with the Fitzgerald Institute for Real Estate and teaching positions at the University of Notre Dame and Deer Creek schools. Cetera Investment Advisers LLC serves a broad client base, including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options, including model portfolios, third-party managers, and bespoke strategies, supporting both discretionary and non-discretionary authorities.
Brendan S
Series 66
St. Louis, MO
Wells Fargo Clearing
Brendan Sullivan is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. Prior to joining Wells Fargo in 2019, he worked at Edward Jones and held roles in various other companies. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm combines research and analytics with diversification principles and modern portfolio theory and offers both brokerage and advisory solutions.
Jodi S
Series 63
St. Louis, MO
Wells Fargo Clearing
Jodi Slinkard is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation and with 21 years of industry experience. She has worked at Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as adjunct faculty at Webster University, teaching a course on emerging technologies. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.
Alexander K
Series 66
Richmond Heights, MO
Edward Jones
Alexander Kerford is a Series 66-credentialed financial advisor with Edward Jones, where he has worked since 2013. He has 12 years of industry experience. Outside of his advisory role, he serves as a trustee for the United States Chess Trust and as a board member of the University of Missouri Alumni Board. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions. The firm is notable for its extensive network of financial advisors and branch offices, and for offering affiliated trust, mutual fund, and securities-based lending services.
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1,701 advisors near
62260
within the area shown on the map
Out of 400,000+ nationwide