Overwhelmed by options?
Answer a few questions to see advisors matched to you.
2,133 advisors near
63069
within the area shown on the map
Out of 400,000+ nationwide
Harvey Z
Series 63, Series 65
Chesterfield, MO
Morgan Stanley
Harvey Ziegler is a financial advisor with Morgan Stanley in Chesterfield, MO, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is a non-managing partner in Ziegler Brothers Farm LLC and serves on the advisory board of Woodlawn Chapel Presbyterian Church. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a discovery-based process, offering a broad range of retail and institutional investment services.
Samantha C
Series 66
St. Louis, MO
Edward Jones
Samantha Chartrand is a financial advisor at Edward Jones with 12 years of industry experience. She holds the Series 66 credential and has been with Edward Jones since 2011. 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 solutions through a large nationwide network of financial advisors and branch offices.
Jaime S
Series 66
St. Louis, MO
Edward Jones
Jaime Signorino is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, Jaime worked for Banana Republic for twelve years. Outside of advising, Jaime manages rental properties in St. Louis. Edward Jones is a full-service wealth management firm serving individual and institutional clients with various investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.
Matthew H
Series 63, Series 66
St. Louis, MO
Edward Jones
Matthew Harmon is a financial advisor with Edward Jones in St. Louis, MO, holding the Series 63 and Series 66 designations and possessing 11 years of industry experience. He previously worked at TD Ameritrade and Scottrade before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Jason H
CFP®, Series 66
St Louis, MO
Edward Jones
Jason Heldenbrand is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. Prior to joining Edward Jones, he was involved with 4 Corners LLC, an entity related to real estate, which he continues to own. He also co-administrates a family farm in St. Louis, Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.
Andrew M
CFP®, Series 63, Series 65
Saint Albans, MO
LPL Financial
Andrew Mccollum is a CFP® professional with 14 years of industry experience. He has worked at LPL Financial since 2017 and previously spent six years with National Planning Corporation. Outside of his advisory role, he serves as an assistant coach for Eureka High School football. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and various technologies in its investment approach.
Kurt H
Series 66
St. Louis, MO
Edward Jones
Kurt Hunter is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, 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, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Elizabeth G
CFP®, Series 63, Series 66
St. Louis, MO
Edward Jones
Elizabeth Gilbertson is a CFP®-certified financial advisor with Edward Jones in St. Louis, MO, where she has worked since 2005. She holds Series 63 and Series 66 licenses and has 20 years of industry experience. 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 provides a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Michael W
Series 66
Chesterfield, MO
Cambridge Investment Research Advisors
Michael Wollenberg is a financial advisor at Cambridge Investment Research Advisors with 6 years of industry experience. He holds a Series 66 designation and previously worked at The ON Equity Sales Company and Ohio National Insurance Agency. Outside of his advisory role, he is involved with Saint Louis Distillery as a distiller and tour guide and owns a college planning business, A Plus College Solutions. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers a range of financial planning and investment management services through a network of independent financial professionals, utilizing various custody platforms and both discretionary and non-discretionary strategies.
Justin W
Series 66
St. Louis, MO
Edward Jones
Justin Welchko is a financial advisor with Edward Jones in Saint Charles, MO, holding the Series 66 designation and possessing 16 years of industry experience. He has been with Edward Jones since 2007. Outside of advising, he is listed as the owner of New Reliance LLC, a PC support business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.
Daniel M
Series 66
St. Louis, MO
Edward Jones
Daniel Mumma is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.
Travis M
Series 66
St. Louis, MO
Edward Jones
Travis Mayer is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he owns and operates a micro coffee roasting business, Solar Coffee Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory services and investment strategies, supported by a large network of financial advisors and branch offices nationwide.
Rachel D
Series 66
St. Louis, MO
Edward Jones
Rachel Dodwell is a Series 66 credentialed financial advisor with Edward Jones in St. Louis, MO, where she has worked since 2012. She has 11 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of managed and advisory solutions, operates under a fiduciary standard, and has a large nationwide network of financial advisors and branch offices.
Kevin G
Series 63, Series 66
St. Louis, MO
Edward Jones
Kevin Gaines is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1995. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Evan M
CFA®, Series 63, Series 66
St. Louis, MO
Edward Jones
Evan Marks is a CFA® charterholder with 18 years of industry experience and has been with Edward Jones in St. Louis, MO, for 10 years. He holds Series 63 and Series 66 licenses. 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 national network of financial advisors and branch offices.
Daniel B
Series 66
St. Louis, MO
Edward Jones
Daniel Bowater is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with six years of industry experience. His background includes roles at the University of Rochester and Kimberly-Clark, as well as engagements with Jet Services, Center Plate, and the National Fish and Wildlife Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.
Ryan N
Series 66
St. Louis, MO
Edward Jones
Ryan Nardin is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2015 and concurrently serves in the Missouri National Guard since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.
Cody V
Series 63, Series 66
St. Louis, MO
Edward Jones
Cody Vardeman is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been with Edward Jones since 2005. 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, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.
Roy R
Series 66, Series 63
St. Louis, MO
Edward Jones
Roy Robinson Jr. is a financial advisor at Edward Jones with 12 years of industry experience. He holds Series 66 and Series 63 designations and has worked at Edward Jones since 2017, following earlier roles at Scottrade Inc. and FreeTime, LLC. Outside of advising, he is involved in art and Web3 digital programming and mines cryptocurrency using personal computer equipment. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory solutions. The firm manages approximately $1.01 trillion in assets and offers both discretionary and non-discretionary investment strategies, supported by a large network of financial advisors and branch offices nationwide.
Brian C
Series 66
St. Louis, MO
Edward Jones
Brian Chesnutt is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he is involved with Life Renovations LLC, a counseling services business. 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 options, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
2,133 advisors near
63069
within the area shown on the map
Out of 400,000+ nationwide