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1,304 advisors near
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Out of 400,000+ nationwide
Steve S
Series 63, Series 66
St. Louis, MO
Wells Fargo Advisors
Steve Schneider is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has worked at Wells Fargo Clearing Services since 2018, with a brief period at Stifel Nicolaus & Co Inc, and previously spent 16 years at Edward Jones. Outside of his advisory role, Schneider owns and operates a business selling dehydrated spices. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a wide range of investment and financial planning services tailored to clients who meet certain net-worth criteria. The firm combines advisory services with various financial products and planning specialties to address diverse client needs.
Gaston N
Series 63, Series 66
St. Louis, MO
Wells Fargo Advisors
Gaston Nieto is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 credentials and six years of industry experience. Prior to joining Wells Fargo Clearing Services, he worked with firms including Edward Jones, Charles Schwab, and TD Ameritrade. Outside of advisory work, he owns a car brokerage business, Car Connect, where he sources and negotiates new and used vehicle sales. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including niche services, and integrates advisory capabilities with banking, lending, and trustee services.
John W
Series 63, Series 65
St. Louis, MO
Wells Fargo Advisors
John Williamson Jr. is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 65 credentials. He has 28 years of industry experience, including 17 years with Wells Fargo Advisors since 2009. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special-needs analysis, and divorce planning.
John W
Series 66
St. Louis, MO
STIFEL
John Wichlenski is a financial advisor at Stifel with a Series 66 credential and three years of industry experience. He has worked at Stifel since 2022, following brief tenures at Noble Financial, Plancorp, and FCS Private Wealth Management. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance relies on proprietary methodologies developed by its Investment Strategy Group, combining forward-looking market assumptions and probabilistic modeling to support client decision-making.
Katherine T
Series 63, Series 66
St. Louis, MO
STIFEL
Katherine Tripp is a financial advisor with Stifel in St. Louis, MO, holding Series 63 and Series 66 designations and seven years of industry experience. Her career includes roles at Wells Fargo Clearing Services, Citigroup, and TD Ameritrade prior to joining Stifel in 2023. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.
Michael R
Series 63, Series 66
St. Louis, MO
Wells Fargo Advisors
Michael Rimmey is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at Wells Fargo Clearing Services, DiSys, TD Ameritrade, JCPenney, and Washington University in St. Louis. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and uses its research and tools to develop tailored recommendations delivered through meetings and written summaries.
Alissa S
Series 66, Series 63
St. Louis, MO
Wells Fargo Advisors
Alissa Swip is a financial advisor at Wells Fargo Advisors with Series 66 and Series 63 registrations and four years of industry experience. She has previously worked at Wells Fargo Clearing, Charles Schwab and Co., Inc., TD Ameritrade, American Family Insurance, and State Farm. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad menu of investment and financial planning services tailored to clients who meet a net-worth threshold. The firm uses proprietary research and planning tools to develop customized recommendations delivered through meetings and written summaries, with implementation options through brokerage or advisory programs.
Matthew B
Series 66
St. Louis, MO
Wells Fargo Clearing
Matthew Brandi is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs more than 14,000 financial advisors.
David V
Series 63, Series 65
St. Louis, MO
STIFEL
David Vogan is a financial advisor at Stifel with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co. Inc since 2020. Prior to that, he was employed at TD Ameritrade and Dierbergs Markets. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to offer capital market analyses and asset allocation guidance.
Jason S
Series 63, Series 66
O Fallon, IL
Edward Jones
Jason Stone is a financial advisor at Edward Jones in O’Fallon, Illinois, holding Series 63 and Series 66 licenses with 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Lisa H
ChFC®, Series 63, Series 65
Edwardsville, IL
Raymond James Financial
Lisa Hock is a financial advisor with Raymond James Financial, holding the ChFC® designation and Series 63 and 65 licenses. She has 29 years of industry experience, including roles at UMB Financial Services and Benjamin F. Edwards & Company. Hock also serves as a volunteer member of the Finance Committee for the Main Street Community Center in Edwardsville, IL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutions. The firm offers tailored non-discretionary planning and supports its clients with risk profiling and analytical tools designed to illustrate potential investment outcomes.
Jonathan R
Series 66
Edwardsville, IL
STIFEL
Jonathan Ratterman is a financial advisor with Stifel in Edwardsville, IL, holding a Series 66 designation. He has been with Stifel Financial Corporation since 2019, with a total of five years of experience at the firm. Prior to joining Stifel, he was affiliated with The University of Mississippi from 2018 to 2022. Stifel serves a broad range of clients, including individuals, institutional clients, and nonprofit entities, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.
Nicholas S
CFP®, Series 66
St. Louis, MO
Wells Fargo Clearing
Nicholas Stork is a CFP® with five years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing in St. Louis, MO. His prior experience includes roles at Citigroup, Edward Jones, and OSAIC Wealth, Inc. Wells Fargo Advisors is a national securities firm providing 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 supported by research from Wells Fargo Investment Institute.
Jeremy Y
CFP®, Series 66
St Louis, MO
Edward Jones
Jeremy Yoder is a CFP®-designated financial advisor with Edward Jones in St. Louis, Missouri, where he has worked since 2008. He has 17 years of industry experience. Outside of his advisory role, he is involved in managing rental properties as a sole proprietor and partner. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a broad range of investment advisory services and maintains a large national presence with over 23,000 financial advisors.
Katelynn S
Series 66
Collinsville, IL
Edward Jones
Katelynn Schuetz is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and previously worked at McKendree University and ARCO Business Services. 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 various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.
Sean D
Series 66
St. Louis, MO
STIFEL
Sean Darroch is a financial advisor at Stifel with one year of industry experience. He holds a Series 66 designation and has prior work history with State Farm, Durham Region Works Department, and Lindenwood University. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing both brokerage and investment advisory services. The firm uses a proprietary investment methodology from its Investment Strategy Group to support asset allocation and planning analyses, with clients retaining discretion over implementation.
Peter K
CFP®, Series 66
St. Louis, MO
Cetera
Peter Krewet Jr. is a CFP®-certified financial professional with nine years of industry experience. He is currently with Cetera and Cetera Wealth Services, LLC, having joined in 2023, and has prior experience with North Star Resource Group and Minnesota Life Insurance Co. He is also involved as a financial professional with North Star Consultants of Texas, a financial services DBA. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with various program structures and custodial relationships.
Jason H
Series 66
Saint Louis, MO
LPL Financial
Jason Harness is a financial advisor at LPL Financial with 24 years of industry experience. He holds a Series 66 designation and previously worked 22 years at Mass Mutual Investors Services and Massmutual Life Insurance Co. Harness also operates a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Ezra S
Series 66
St. Louis, MO
Wells Fargo Clearing
Ezra Stein is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and based in St. Louis, MO. He has experience at Ameriprise and Randstad prior to joining Wells Fargo Clearing. His background also includes diverse roles outside finance, such as working at Fenix Pest Control and Martin Brower Distribution Company, alongside periods of full-time education. 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 combines brokerage and advisory solutions, supported by extensive research and analytics, and manages approximately $671 billion in assets with a large network of advisors.
Eric K
Series 63, Series 66
St. Louis, MO
STIFEL
Eric Keling is a financial advisor at Stifel with 10 years of industry experience. He holds the Series 63 and Series 66 licenses and has previously worked at Northwestern Mutual and Scottrade. Outside of his advisory role, he owns Backyard Bounce LLC, a party supply rental business in O'Fallon, Missouri. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services with an investment approach based on proprietary capital market assumptions and probabilistic modeling.
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1,304 advisors near
62034
within the area shown on the map
Out of 400,000+ nationwide