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Nicholas P
Series 66
St. Louis, MO
Edward Jones
Nicholas Pallardy is a Series 66 licensed financial advisor with Edward Jones in St. Louis, Missouri, where he has worked since 2011. He has 12 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.
Daniel K
Series 63, Series 66
St. Louis, MO
Edward Jones
Daniel Keith is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he maintains a family interest in a farm estate through Keith's Rolling Hills LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, tax-efficient services, and affiliated investment products through a nationwide network of over 23,700 financial advisors.
Brian D
Series 63, Series 66
Sunset Hills, MO
Edward Jones
Brian Dentinger is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and over 34 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1991. 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 programs and investment solutions through a nationwide network of financial advisors and branch offices.
David W
Series 66
St. Louis, MO
LPL Financial
David Weis is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at CUSO Financial Services, First Heartland Capital, Woodbury Financial Services, and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its advisors with research tools and a broad spectrum of investment strategies.
Emily B
Series 66
St. Louis, MO
Edward Jones
Emily Brown is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has previously worked at the University of Missouri, Enterprise Holdings, and Volkert, Inc. Company. Based in St. Louis, MO, she has been with Edward Jones since 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a range of households, pension plans, corporate clients, and charitable organizations. The firm offers a variety of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.
Kristi O
Series 63, Series 66
St. Louis, MO
Edward Jones
Kristi Olmsted is a financial advisor with Edward Jones in St. Louis, MO, holding the Series 63 and Series 66 designations and bringing 25 years of industry experience. She has been with Edward Jones since 1999. Outside of her advisory role, Olmsted serves as Vice President of the Inertia School of Dance Parent Booster in Lake St. Louis, MO. 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 options supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.
Nathan H
CFP®, CFA®, Series 66
St. Louis, MO
Edward Jones
Nathan Hoffman is a CFP®, CFA®, and Series 66-licensed financial advisor with 16 years of experience, currently practicing at Edward Jones in St. Louis, MO. 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. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Spencer K
Series 66
Shiloh, IL
Edward Jones
Spencer Koetting is a financial advisor at Edward Jones in Shiloh, IL, holding a Series 66 designation and with 10 years of industry experience, all at Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.
Gretchen G
Series 66
St. Louis, MO
Edward Jones
Gretchen Garcia is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with four years of industry experience. Her prior experience includes roles at Cetera, Securian Financial Services, and Renaissance Financial Group. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a broad nationwide network of financial advisors and branch offices.
Genevieve M
Series 66
St. Louis, MO
Edward Jones
Genevieve Molina is a Series 66 licensed financial advisor with Edward Jones in Tempe, AZ, where she has worked since 2015. She has 10 years of industry experience and has also worked at the University of Phoenix since 2006. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Candice M
Series 66
O'Fallon, IL
Raymond James & Associates
Candice Mueller is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. Her prior work includes roles at the Defense Information Technology Contracting Office, Air Mobility Command, and Nestle Purina PetCare Company. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, providing financial planning and non-discretionary investment consulting through various specialized programs and offers municipal advisory services alongside its institutional and individual client solutions.
John F
Series 65, Series 63
Kirkwood, MO
LPL Financial
John Froidl is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Wells Fargo & Co., Century Securities, and Stifel Nicolaus & Co., Inc. Outside of his advisory role, he is involved with Twisted Juniper, an investment-related business. 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 range of services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research tools and a variety of investment strategies.
Daniel P
Series 66
St. Louis, MO
Edward Jones
Daniel Proost is a financial advisor at Edward Jones in St. Louis, MO, holding the Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. 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 nationwide network of financial advisors.
Charles B
Series 63, Series 66
St Louis, MO
Cetera
Charles Barker is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 37 years of industry experience. He has been with Cetera since 2013, including his current role beginning in 2023. Outside of his advisory work, Barker serves as treasurer and fundraiser for a local political campaign committee. Cetera Investment Advisers LLC is a national firm serving individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.
Kelsey G
Series 66
St. Louis, MO
Edward Jones
Kelsey Giaimo is a financial advisor at Edward Jones in St. Louis, MO, with five years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2021. Prior to this, she held roles at Commerce Trust Company, BAM Advisor Services, and Moneta Group. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Carter K
Series 66
Des Peres, MO
LPL Financial
Carter Kane is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 credential and has worked previously at Central Trust Bank and First Midwest Bank of the Ozarks. Outside of finance, he has held roles at Hensel Painting Company, Harpos Bar and Grill, and Westborough Country Club. 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 solutions including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.
Lisa F
Series 63, Series 66
Des Peres, MO
LPL Financial
Lisa Friebel is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. Prior to joining LPL Financial in 2022, she worked at RGA-Reinsurance Group of America from 2017 to 2022 and briefly at Ashfield in 2017. 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 range of financial planning and investment management services through a large network of investment adviser representatives.
Timothy L
Series 63, Series 65, Series 66
Webster Groves, MO
Edward Jones
Timothy Lane is a financial advisor with Edward Jones in Webster Groves, MO, holding Series 63, 65, and 66 licenses and bringing 18 years of industry experience. He previously worked at Raymond James & Associates, Inc. for eight years before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.
Matthew C
Series 66
St Louis, MO
Thrivent Investment Management
Matthew Crowe is a financial advisor at Thrivent Investment Management with 12 years of industry experience. He holds the Series 66 designation and has worked at firms including Wells Fargo Clearing Services LLC, Crown Capital Securities, and Mass Mutual. Crowe is based in St. Louis, MO. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning across a range of topics while keeping planning and managed-account services separate.
Susan P
Series 63, Series 66
St. Louis, MO
Edward Jones
Susan Perks is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with 37 years of industry experience. She has been with Edward Jones since 1991. Outside of her advisory role, she is a co-owner of a rental property in St. Louis. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment strategies and affiliated financial products. The firm is noted for its large network of advisors and branches, as well as its fiduciary standard and integrated capabilities beyond advisory services.
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