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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.
Paul F
Series 66
Belleville, IL
Raymond James & Associates
Paul Feder is a financial advisor with Raymond James & Associates in Belleville, IL, holding a Series 66 designation and 17 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of advising, he serves as Treasurer for the Capistrano Condominium Association, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and public entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, and is notable for its municipal advisory services and extensive affiliate network.
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.
Mitchell L
Series 63, Series 66
St. Louis, MO
Wells Fargo Advisors
Mitchell Lauder is a financial advisor at Wells Fargo Advisors with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing Services since 2018. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business transitions, special needs, and divorce, using Wells Fargo research and planning tools.
Chelsea S
CFP®, Series 66
Granite City, IL
Edward Jones
Chelsea Safe is a financial advisor with Edward Jones in Granite City, IL, holding the CFP® designation and Series 66 license. She has 13 years of industry experience and has been with Edward Jones since 2013. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
James C
Series 66
St. Louis, MO
STIFEL
James Campbell is a financial advisor at Stifel with 17 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus & Co Inc. since 2003. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services built on a proprietary investment methodology developed by its Investment Strategy Group.
Christina T
Series 63, Series 66
St. Louis, MO
Wells Fargo Clearing
Christina Torrez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she works as a consultant for Pampered Chef and participates in grocery and product delivery services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.
Paul K
Series 66
Swansea, IL
LPL Enterprise
Paul Kampwerth is a financial advisor with LPL Enterprise, holding a Series 66 designation and having one year of industry experience. His prior roles include positions at PepsiCo, Northern Trust, and Young America Realty, alongside ongoing service in the Air National Guard since 2019. He is also involved with Innovate Event Co in a non-investment related capacity. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL Research and third-party strategists, and offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.
Ziauddin M
Series 63, Series 66
St Louis, MO
OSAIC
Ziauddin Mahmood is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and over 42 years of industry experience. He has worked at OSAIC since 2023 and previously spent 26 years with Royal Alliance Associates, INC. Mahmood has taught at Webster University since 1997. Outside of his advisory role, he serves as president of a religious community housing cooperative corporation. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers both brokerage and advisory services featuring model-based asset allocation, portfolio optimization, and access to third-party money managers.
Anthony G
Series 65, Series 63
St. Louis, MO
Wells Fargo Advisors
Anthony Garrett is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses with four years of industry experience. He previously worked at Buckingham Strategic Wealth and has a background that includes managing Sky Park Airport Parking for 15 years. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutions, providing a broad range of planning solutions supported by Wells Fargo research and tools.
Nicole C
Series 63, Series 66
St. Louis, MO
Wells Fargo Advisors
Nicole Clayton is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Edward Jones, TD Ameritrade, and Scottrade. Outside of her advisory role, she serves as an executor for an estate. Wells Fargo Advisors is an institutional firm with over 2,200 advisors, providing investment services to a broad client base.
Patrick M
Series 66
St. Louis, MO
Wells Fargo Clearing
Patrick Murphy is a financial advisor at Wells Fargo Clearing with a Series 66 designation and 10 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2018 and was previously with Scottrade, Inc. from 2016 to 2018. 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 both brokerage and advisory solutions.
Durham B
Series 66
St. Louis, MO
Wells Fargo Clearing
Durham Brandt is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo, he worked at Stifel Financial Corp. Brandt also participates as a running back and slot player for the Missouri Cyclones, a semi-pro football team. 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 extensive research and analytics with both brokerage and advisory solutions across a broad range of financial products.
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1,378 advisors near
62234
within the area shown on the map
Out of 400,000+ nationwide