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157 advisors near
65203
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Out of 400,000+ nationwide
Casey C
Series 66
Columbia, MO
Edward Jones
Casey Collier is a Series 66 licensed financial advisor at Edward Jones with two years of industry experience. Casey previously worked at Serenity Valley Winery and has been with Edward Jones since 2025. Outside of advisory work, Casey held a position as a waitress at Serenity Valley Winery. 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 solutions, supported by a large network of advisors and branch offices nationwide.
Laura L
Series 66
Columbia, MO
Edward Jones
Laura Loomis is a Series 66–registered financial advisor with Edward Jones in Columbia, MO, bringing 18 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including 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 large nationwide network of advisors and branch offices.
Raymond S
Series 65, Series 63
Columbia, MO
Edward Jones
Raymond Schachtner is a financial advisor at Edward Jones in Columbia, MO, holding Series 65 and Series 63 designations with 34 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1992. Outside of his advisory role, he is affiliated with the Army National Guard in Wichita, Kansas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.
Gregory B
Series 66
Columbia, MO
Raymond James Financial
Gregory Brockmeier is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds the Series 66 designation and has been with Raymond James Financial Services Advisors since 2013. Outside of his role at Raymond James, he works as an independent contractor financial advisor for Brockmeier Financial Services, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.
Lucy H
Series 66
Columbia, MO
Edward Jones
Lucy Hoener is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked in education and aquatics management roles in the New Haven area and at the University of Missouri-Columbia. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Trent H
Series 63, Series 66
Columbia, MO
LPL Financial
Trent Helton is a financial advisor based in Columbia, MO, affiliated with LPL Financial. He holds Series 63 and Series 66 credentials and has 8 years of industry experience. His work history includes roles at The Central Trust Bank, Securities America Advisors, and Cetera Advisor Networks. 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 and model portfolio programs, supported by a broad platform of investment strategies and operational tools.
Jonathan W
Series 63, Series 65
Columbia, MO
Cetera
Jonathan Woodruff is a financial advisor at Cetera with seven years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Wealth Management Company and Commerce Brokerage Services Inc. Outside of financial services, he is the owner of Taco's Properties LLC, a real estate business. Cetera Investment Advisers LLC is a nationwide firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.
Gina M
CFP®, Series 66
Columbia, MO
Merrill
Gina Mauller is a Financial Advisor affiliated with Merrill Lynch Wealth Management. She holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation, as well as the Personal Investment Advisor (PIA) credential, underscoring her commitment to professional standards in financial planning and investment advising. Gina is registered in multiple states, enabling her to serve clients and their families nationwide. Her experience encompasses working with a diverse client base including multigenerational families, estate trustees, recipients of inheritances, business executives and small business owners, as well as plan sponsors and employees in healthcare and public service sectors. She provides tailored financial analysis and strategic guidance to assist clients with complex needs across areas such as family wealth management, legacy planning, retirement income, and socially responsible investing. Gina earned both her bachelor's and master's degrees from the University of Missouri and is proficient in English and Spanish. Outside of her professional commitments, she enjoys dancing, hiking, reading, traveling, and spending time with her family. She resides with her husband and has a blended family with four children and four grandchildren.
Lonnie B
CFP®, Series 63
Columbia, MO
Raymond James Financial
Lonnie Brockmeier is a CFP® with 48 years of industry experience, currently affiliated with Raymond James Financial in Columbia, MO. He has been with Raymond James Financial Services, Inc. since 1999 and with Raymond James Financial since 2009. In addition to his advisory work, he owns and operates Brockmeier Financial Services, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored non-discretionary planning and consulting, using analytical tools and risk profiling to support client goals, and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.
Blake S
Series 66
Columbia, MO
Cetera
Blake Sellers is a financial professional at Cetera with one year of industry experience. He holds a Series 66 designation and has previously worked at Landmark Bank N.A. and served as Lay Elder-Treasurer at Redemption's Hill Church, where he handled financial record-keeping. Sellers is also involved with CCR Wealth Management, providing financial services to clients. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors.
Lucas R
CFP®, Series 63, Series 66
Columbia, MO
LPL Financial
Lucas Redburn is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at LPL Financial since 2018. Prior to joining LPL, he worked at INVEST Financial Corp. for 11 years and has been associated with Central Bank of Boone County for over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.
Emily B
Series 66
Ashland, MO
Fidelity
Emily Bennett is a financial advisor at Fidelity with eight years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2022. Her prior experience includes roles at Neighbors Bank and Wells Fargo Advisors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses proprietary fundamental research combined with quantitative and algorithmic portfolio construction methods to manage model portfolios and oversee affiliated sub-advisers.
Luana F
Series 66
Columbia, MO
Edward Jones
Luana Fields is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and previously worked at Hawthorn Bank, Stephens College, Central Bank of Boone County, and Suretybonds.com. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient solutions, supported by a large network of financial advisors and branch offices nationwide.
Christopher S
Series 66
Columbia, MO
Edward Jones
Christopher Sanders is a financial advisor with Edward Jones in Columbia, Missouri. He holds a Series 66 designation and has five years of industry experience, including prior work at Providence Bank from 2013 to 2020. Outside of his advisory role, Sanders owns a rental property in St. Louis. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of investment strategies, including discretionary and non-discretionary portfolios. The firm manages over $1 trillion in assets and operates a large national network of advisors and branch offices.
Travis C
Series 66
Columbia, MO
LPL Financial
Travis Crum is a financial advisor with LPL Financial in Columbia, MO, holding a Series 66 designation and bringing 22 years of industry experience. He has worked at LPL Financial since 2018 and previously spent 11 years with INVEST Financial Corporation. Outside of his advisory work, Crum owns Crum Farm & Stables, where he boards horses, raises honey bees, and sells honey. 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.
Max B
Series 66
Columbia, MO
Edward Jones
Max Butler is a financial advisor at Edward Jones in Columbia, MO, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Veterans United Home Loans and the Missouri National Guard. He is also associated with the Department of Veterans Affairs in a non-operational capacity. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high- and non-high-net-worth households, pension plans, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Neil C
CFP®, Series 63
Columbia, MO
OSAIC
Neil Carr is a CFP®-designated financial advisor with 27 years of industry experience. He currently works at OSAIC and previously spent 30 years at Lincoln Financial Advisors Corporation. Outside of his advisory role, he owns and leases a food truck to a tenant and assists in healthcare matters as a power of attorney. OSAIC serves a diverse client base, including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk assessment, and automated rebalancing to construct portfolios utilizing a variety of investment vehicles, managing accounts on both discretionary and non-discretionary bases.
Sabrina B
CFP®, Series 66
Columbia, MO
Edward Jones
Sabrina Basinger is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to this role, she worked with the Missouri State Board of Nursing from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies supported by a large network of financial advisors and branch offices nationwide.
Linda D
Series 63, Series 66
Columbia, MO
Edward Jones
Linda Dietzschold is a financial advisor with Edward Jones in Columbia, MO, holding Series 63 and Series 66 credentials and over 21 years of industry experience. She has been with Edward Jones since 2007. Outside of her advisory work, she and her husband breed and raise cattle on their farm in Chillicothe, MO. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional investors. The firm manages over $1 trillion in assets and offers a range of advisory services under a fiduciary standard through a nationwide network of more than 23,000 financial advisors.
Zachary S
Series 66
Columbia, MO
Edward Jones
Zachary Schachtner is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. His prior work includes roles at Simmons Bank, Veterans United Home Loans, and previous experience at Edward Jones. He has also worked at the University of Missouri Columbia and Fr. Tolton Catholic High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs and access to separately managed accounts. The firm manages over $1 trillion in assets and operates through a nationwide network of financial advisors and branch offices.
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157 advisors near
65203
within the area shown on the map
Out of 400,000+ nationwide