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1,811 advisors near
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Scott M
Series 63, Series 66
St Louis, MO
Edward Jones
Scott Modde is a financial advisor at Edward Jones in St. Louis, MO, with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2003. Outside of advising, he owns a small investment property used primarily for family and event purposes. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory and investment solutions, supported by a large network of financial advisors and branch offices nationwide.
Michael M
Series 63, Series 66
St. Louis, MO
Edward Jones
Michael Melton is a financial advisor at Edward Jones in St. Louis, MO, with 23 years of industry experience. He has been with Edward Jones since 2002 and holds Series 63 and Series 66 designations. 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 and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Nathan B
CFP®, Series 66
Kirkwood, MO
Edward Jones
Nathan Brandt is a financial advisor with Edward Jones in Kirkwood, MO, holding the CFP® designation and Series 66 license. He has seven years of industry experience, including four years at St. Louis Community College and ten years with the University of Missouri Extension prior to joining Edward Jones in 2018. 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, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.
William F
CFP®, Series 63, Series 65
Des Peres, MO
LPL Financial
William Friebel Jr. is a CFP® professional with 29 years of industry experience, currently affiliated with LPL Financial. His work history includes roles at John Hancock, Invesco Distributors, and OppenheimerFunds, among others. He is a partner at Cornerstone Wealth Management, an independent advisory firm where he provides investment advisory services and administrative support. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a broad range of advisory and brokerage services, utilizing models, third-party subadvisors, and customized strategies across various asset classes, supported by advanced advisor-facing technology.
Barry J
CFP®, ChFC®, Series 63, Series 66
St. Louis, MO
Edward Jones
Barry Jacobs is a financial advisor with Edward Jones in St. Louis, MO, holding the CFP® and ChFC® designations along with Series 63 and 66 licenses. He has 28 years of industry experience and has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its large network of advisors and branch offices, as well as its affiliated capabilities beyond advisory services.
Ronald K
Series 63, Series 66
Kirkwood, MO
Cambridge Investment Research Advisors
Ronald Kline is a financial advisor at Cambridge Investment Research Advisors with 45 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Cambridge since 2016. He is also a member of Compass Wealth Design LLC and operates Kline Financial Services. In addition to advisory roles, he works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of thousands of financial professionals.
Christopher S
CFP®, Series 66
St. Louis, MO
Cetera
Christopher Seiffert is a CFP® professional with 11 years of industry experience, currently associated with Cetera since 2017. He has worked at several firms including LPL Financial and RFG Advisory Group and maintains a role at MSMF Wealth Management. Outside of his financial advisory work, he is involved in golf course maintenance at Lake Forest Golf and Country Club in St. Louis, a position he has held since 2007. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad range of clients including individuals, retirement plans, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, employing both discretionary and non-discretionary program structures.
Shelly K
Series 66
Fairview Heights, IL
Cetera
Shelly Kohrmann is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. She has worked at Cetera Investment Services LLC since 2017 and also has over 20 years of experience with Regions Bank. Kohrmann serves on the boards of the Cystic Fibrosis Foundation and Hospice of Southern Illinois and assists with religious education at St. Boniface Parish. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, employer-sponsored, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through a multi-manager platform with various investment strategies and program structures.
Shannon M
Series 63, Series 65
St. Louis, MO
Edward Jones
Shannon Moses is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Edward Jones in 2022, Moses worked at Oppenheimer & Co Inc and TD Ameritrade, among other roles. Outside of advisory work, Moses serves on the Young Professional Advisory Board for Junior Achievement of Greater St. Louis, assisting with fundraising and event organization. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated mutual funds. The firm operates a large nationwide network of advisors and branch offices and provides overlay and tax-efficient services under a fiduciary standard.
Laura R
Series 66
St. Louis, MO
Edward Jones
Laura Russell is a financial advisor at Edward Jones in Saint Peters, MO, holding a Series 66 designation with 16 years of industry experience. She has been with Edward Jones since 2007. 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 through a nationwide network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary advisory strategies under a fiduciary standard.
Keith H
Series 63, Series 66
St Louis, MO
Thrivent Investment Management
Keith Hanouw is a financial advisor at Thrivent Investment Management with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Thrivent since 2014. Outside of his advisory role, Hanouw serves as a board member for the Fellowship of Christian Athletes in the St. Louis region. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic analyses without discretionary trading authority. The firm emphasizes comprehensive written recommendations across a broad range of planning topics, delivered through a large network of financial advisors.
Sarah N
Series 66
St. Louis, MO
Edward Jones
Sarah Norman is a financial advisor with Edward Jones in St. Louis, MO. She holds a Series 66 designation and has 13 years of experience with Edward Jones. Edward Jones is a full-service wealth management firm serving over 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 along with affiliated mutual funds and tax-efficient services.
Leslie H
Series 66
St. Louis, MO
Edward Jones
Leslie Hart is a Series 66-registered financial advisor with Edward Jones in St. Louis, MO, bringing four years of industry experience. Prior to joining Edward Jones in 2019, Leslie worked at Cushman & Wakefield and The Cheesecake Factory. 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.
Ilencia L
Series 66
St. Louis, MO
Edward Jones
Ilencia Lightbody is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at Vector Marketing and Atlas Fastpitch, as well as employment in the food and beverage sector. 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.
Jon W
Series 66
St. Louis, MO
Edward Jones
Jon Wallin is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 registration with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households across wealth levels, pension and profit-sharing 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, SMAs, affiliated mutual funds, and tax-efficient services through a nationwide network of financial advisors and branch offices.
Ashley N
Series 63, Series 65
St. Louis, MO
Edward Jones
Ashley Nay is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 65 licenses and 11 years of industry experience. Prior to Edward Jones, she worked at Citigroup for four years and Merrill for eight years. Outside of her advisory role, she is a part-time coach with Beachbody, focusing on at-home fitness. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm is known for its extensive retail advisor and branch network, its affiliated mutual funds, and offering both discretionary and non-discretionary investment strategies under a fiduciary standard.
Brent M
CFP®, Series 63, Series 65
Des Peres, MO
LPL Financial
Brent Mannebach is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with LPL Financial and has previously worked at Edward Jones for 12 years and Walnut Street Securities, Inc. for one year. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.
James H
Series 66
Des Peres, MO
Edward Jones
James Hietter is a financial advisor at Edward Jones with 19 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 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Zachary B
Series 66
St. Louis, MO
Edward Jones
Zachary Bodine is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and previously worked at Xtivia and Himagine Solutions. Based in St. Louis, MO, he has been with Edward Jones since 2022. 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 nationwide network of more than 23,700 financial advisors and 15,000 branch offices, with approximately $1.01 trillion in assets under management.
Jennifer B
Series 66
St. Louis, MO
Edward Jones
Jennifer Bortnick is a Series 66-credentialed financial advisor with Edward Jones in St. Louis, MO, where she has worked since 2016. She has 10 years of industry experience. 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.
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1,811 advisors near
62236
within the area shown on the map
Out of 400,000+ nationwide