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1,824 advisors near
63010
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Out of 400,000+ nationwide
Peter M
Series 66
St. Louis, MO
Edward Jones
Peter Myers is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones Investments since 2016. 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 under management and offers a range of discretionary and non-discretionary investment strategies, overlay and tax-efficient services, and affiliated mutual funds, operating under a fiduciary standard.
Daniel M
Series 63, Series 66
Kirkwood, MO
Cetera
Daniel Mcgee is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with Cetera Wealth Services since 2013 and currently works at Cetera. Outside of advising, he is a partner in a retail athletic apparel business in Kirkwood, MO. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with access to affiliated and third-party investment solutions.
Matthew P
Series 63, Series 66
St. Louis, MO
Edward Jones
Matthew Pearson is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, overlay and tax-efficient services, and maintains affiliated capabilities such as a trust company and proprietary mutual funds.
Michelle C
Series 66
St. Louis, MO
Edward Jones
Michelle Cypret is a financial advisor with Edward Jones in St. Louis, MO. She holds the Series 66 designation and has four years of industry experience, including prior roles at Walgreens Co, Hallmark Cards, and Target. 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 advisory strategies and affiliated investment products, operating under a fiduciary standard and maintaining a large network of financial advisors and branch offices.
Tyler C
CFA®, Series 66
St. Louis, MO
Edward Jones
Tyler Case is a CFA® charterholder with a Series 66 license and has 10 years of experience in the financial industry, all of which have been with Edward Jones since 2016. He is based in St. Louis, MO. 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 various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Nicholas A
CFP®, Series 66
St Louis, MO
Edward Jones
Nicholas Angelo is a CFP® certificant with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. He is based in St. Louis, MO, and holds a Series 66 license. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of over 23,700 advisors and 15,100 branch offices, offering a range of advisory programs, managed solutions, and affiliated investment products under a fiduciary standard.
Daniel R
Series 66
St. Louis, MO
Edward Jones
Daniel Riesmeyer is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and bringing 13 years of industry experience. He has been with Edward Jones for 16 years. 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 strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of advisors and branch offices.
Rosharette M
Series 66
St Louis, MO
Edward Jones
Rosharette Major is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation. She has been with Edward Jones since 2008. Outside of her advisory role, she is a co-owner of Major Reconstruction, a real estate business. 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 through a nationwide network of over 23,000 financial advisors and offers a range of advisory programs and fiduciary services.
Dillon W
Series 66
St. Louis, MO
Edward Jones
Dillon Wibbenmeyer is a financial advisor at Edward Jones in St Peters, MO, holding a Series 66 designation with one year of industry experience. Prior to his current role, he held various positions including academic roles at Southern Illinois University Edwardsville and employment at Kelly Services, Aldi, and Walmart. 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, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.
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.
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.
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1,824 advisors near
63010
within the area shown on the map
Out of 400,000+ nationwide