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Bryan L
Series 66
St Louis, MO
Cetera
Bryan Lierman is a financial advisor at Cetera with 12 years of industry experience. He holds the Series 66 designation and has worked at Cetera and its affiliated entities since 2023, following nine years at Securian Financial Services Inc. and Minnesota Life. Lierman is also a financial advisor with Renaissance Financial, where he has provided securities, insurance, and advisory services since 2014. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and managerial options.
Joseph D
Series 66
St. Louis, MO
Wells Fargo Advisors
Joseph Duvall is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. He has worked at Wells Fargo Advisors since 2019, following prior roles at Stifel and Benefits of Missouri Inc. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment management. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.
Christopher B
Series 66, Series 63
St Louis, MO
Thrivent Investment Management
Christopher Bishop is a financial advisor at Thrivent Investment Management in St. Louis, MO, holding Series 66 and Series 63 credentials with five years of industry experience. His prior work includes roles at Edward Jones, Charles Schwab, TD Ameritrade, and &PARTNERS. Outside of finance, he is the CEO and co-founder of Multiverse Comics Cafe, a retail shop specializing in independently published comic books and graphic novels. 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 financial planning across various topics without including implementation and allows clients to combine planning with managed-account programs under a consolidated billing system.
Michael M
Series 63, Series 66
St. Louis, MO
STIFEL
Michael Mc Namee is a financial advisor at Stifel with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing, Commerce Brokerage Services, Inc., and TD Ameritrade. He has been with Stifel since 2018. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, which provide asset allocation and planning analyses used as a basis for client decisions.
Alison M
Series 66
St. Louis, MO
STIFEL
Alison Mc Quaid is a financial advisor at Stifel with 17 years of industry experience and holds a Series 66 designation. She has worked at Stifel Nicolaus & Co Inc since 2018, following four years at Scottrade, Inc. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation guidance.
Austin S
Series 66
St. Louis, MO
STIFEL
Austin Stout is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and one year of industry experience. Prior to joining Stifel in 2022, he worked at Enterprise Rent-A-Car, Dierbergs, and Schnucks. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decision-making.
Christopher S
Series 66
Clayton, MO
Edward Jones
Christopher Stone is a financial advisor at Edward Jones in Clayton, MO, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked for Overhead Door Company of St. Louis for 12 years. Outside of his advisory role, Stone is involved in e-commerce resale businesses, purchasing and selling preowned clothing alongside his wife. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.
Thomas S
Series 66
Saint Louis, MO
Thrivent Investment Management
Thomas Sherman is a financial advisor with Thrivent Investment Management in Saint Louis, MO, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Thrivent Financial, Any Systems, Interco Trading Co, and the Oak Spring Garden Foundation. Outside of his advisory work, he serves as an assistant coach for the 2011 birth year team in the St. Louis AAA Blues youth ice hockey program. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial planning areas without implementing those recommendations. The firm combines holistic, goal-based analyses with optional managed-account services under a consolidated billing program called “WealthPlan.”
Edward H
CFP®, Series 63, Series 66
St Louis, MO
Edward Jones
Edward Holt is a CFP® with over 32 years of industry experience, currently serving as a financial advisor at Edward Jones since 1992. He is also a member and co-manager of Lone Star Family Farms LLC, a farming business established in 2024. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 advisors.
John M
CFP®, Series 63
Shrewsbury, MO
Edward Jones
John Mussman is a CFP® and holds a Series 63 license with 26 years of experience in the financial industry. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts.
Hannah K
Series 66
Richmond Heights, MO
Edward Jones
Hannah Kloppenburg is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked in educational roles at Lindbergh Schools and Norman Public Schools, as well as at Mathnasium. 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 and is supported by a nationwide network of approximately 23,701 financial advisors.
Dominic R
Series 65, Series 66
St Louis, MO
STIFEL
Dominic Renaud is a financial advisor at Stifel with two years of industry experience. He holds the Series 65 and Series 66 designations and previously worked at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of his advisory role, he coaches hockey group classes and individual players at Saint Peters Rec Plex. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach combines proprietary analysis and probabilistic modeling to provide asset allocation and planning guidance.
Elijah H
Series 66
St. Louis, MO
Wells Fargo Clearing
Elijah Hall is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He previously worked at NewRez LLC and BBVA Compass/PNC Bank. Outside of finance, he owns H.E. Travels LLC, a travel-related business, and is involved in various delivery services and product distribution activities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research-driven investment strategies with brokerage and advisory solutions.
Rhiannon S
Series 66
St. Louis, MO
STIFEL
Rhiannon Steinkamp is a financial advisor at Stifel with four years of industry experience. She has been with Stifel since 2019 and previously worked in the car wash industry. Outside of her advisory role, she assists family and friends with travel planning through a personal travel advisory activity. Stifel serves a diverse client base, including individuals, institutions, and municipal entities, providing brokerage and advisory services supported by proprietary investment analysis and planning methodologies.
Angela H
Series 66
St. Louis, MO
Wells Fargo Clearing
Angela Hoover is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent three years at Stifel. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions.
John K
Series 66, Series 63
St. Louis, MO
Wells Fargo Advisors
John Knowles is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 66 and Series 63 credentials and 30 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Bank, N.A. Outside of his advisory role, he is active as a volunteer firefighter and hosts an interview-based podcast, in addition to playing guitar in a music group. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu that includes specialized services such as business-owner transition and special-needs planning. The firm uses proprietary research and planning tools to develop tailored recommendations, with clients able to choose implementation options through brokerage or advisory programs.
Katie L
Series 66
St. Louis, MO
Wells Fargo Clearing
Katie Leone is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and six years of industry experience. She has worked with Wells Fargo Clearing and its predecessor, First Clearing, since 2012. Outside of her advisory role, she is employed at Pevely Car Wash. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of brokerage and advisory services, including investment advisory, financial planning, and retirement plan consulting.
Stephen C
Series 66
St. Louis, MO
STIFEL
Stephen Czaicki is a financial advisor at Stifel with a Series 66 designation and five years of industry experience. He has been with Stifel, Nicholas and Company, Inc. since 2018, including a prior contractor role through Avenica LLC. His work history also includes positions at the University of Missouri St. Louis. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that utilizes forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.
Andrew K
Series 63, Series 65
Swansea, IL
LPL Enterprise
Andrew Kueker is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment implementation is primarily model-driven, utilizing portfolios developed by internal and third-party strategists, and it offers access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.
John S
Series 63
St Louis, MO
OSAIC
John Sabio Sr. is a financial advisor with OSAIC in St. Louis, MO, holding a Series 63 designation and 43 years of industry experience. His prior work includes sixteen years at SSN Advisory, Inc., and four years with Securities America Advisors, Inc. He serves on the Executive Advisory Board of the Chaifetz School of Business at St. Louis University. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, advisor-managed portfolios, Unified Managed Accounts, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by various risk management tools and access to third-party managers.
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1,701 advisors near
62260
within the area shown on the map
Out of 400,000+ nationwide