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5,383 advisors near
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Douglas S
Series 63, Series 65
St. Louis, MO
Oppenheimer
Douglas Standish is a financial advisor at Oppenheimer with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2009. His prior experience includes roles at Morgan Stanley and Citigroup Global Markets. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, with a notable emphasis on non-discretionary assets under management.
Joseph S
CFP®
St. Louis, MO
Moneta Group Investment Advisors, LLC
Joseph Sheehan is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Moneta Group Investment Advisors, LLC since 2015. He is based in St. Louis, MO. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range of institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm operates with partner-led teams supported by centralized investment research and emphasizes diversified, multi-asset allocations and ongoing monitoring.
Tanner S
Series 66
St. Louis, MO
Benjamin F. Edwards & Company, Inc.
Tanner Smith is a financial advisor at Benjamin F. Edwards & Company, Inc. with four years of industry experience. Prior to joining Benjamin F. Edwards in 2022, he worked for six years at SSM Health. He holds a Series 66 designation. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm provides a range of investment management and consulting services, offering both discretionary and non-discretionary solutions that combine proprietary strategies and third-party model providers.
Stephen W
CFP®, Series 66
St. Louis, MO
Focus Partners Wealth, LLC
Stephen Wiechel is a CFP® professional with 20 years of industry experience, currently with Focus Partners Wealth, LLC. He previously worked at Buckingham Strategic Wealth, LLC and Buckingham Strategic Partners, LLC for 17 years, and had a brief tenure at Securian Financial Services, Inc. in 2006. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.
John M H
CFP®, Series 66
Saint Louis, MO
Independent Financial Group, LLC
John M. Hoemeyer is a Certified Financial Planner® affiliated with Independent Financial Group, LLC and has five years of industry experience. Prior to joining Independent Financial Group in 2026, he worked at Royal Alliance Associates, Inc. and has a legal background including operating his own law firm focused on estate planning. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and pension plans. The firm employs strategic asset allocation with a combination of passive and active investment strategies across various risk profiles.
Charles M
CFP®
St. Louis, MO
Moneta Group Investment Advisors, LLC
Charles Mueth is a CFP® professional with five years of experience in the financial advisory industry. He has worked primarily at Moneta Group Investment Advisors, LLC since 2018, with a brief tenure at Rubin Brown in 2019. Based in St. Louis, MO, he combines his firm experience with his credential to serve clients. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients including retirement plans, foundations, and endowments. The firm employs a partner-led team approach and an open-architecture investment process focused on asset allocation and manager due diligence, offering a range of services from portfolio management to specialized concierge offerings.
Gregory F
CFP®, Series 65, Series 63
St. Louis, MO
Focus Partners Wealth, LLC
Gregory Finke is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with Focus Partners Wealth, LLC, having joined in 2024 after roles at Buckingham Strategic Wealth, Charles Schwab, TD Ameritrade, and prior independent advisory and insurance services. Finke is based in St. Louis, MO. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services that include investment management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.
Jordan H
Series 65
St. Louis, MO
Focus Partners Wealth, LLC
Jordan Hatfield is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. He holds a Series 65 designation and has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Moneta Group Investment Advisors, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, offering discretionary and non-discretionary investment management, financial and tax planning, and other financial solutions. The firm uses a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds.
Patrick U
CFP®, Series 63
Clayton, MO
&PARTNERS
Patrick Unnerstall is a CFP® with 27 years of industry experience. He currently works at &Partners and previously spent 25 years at Edward D. Jones & Co., L.P. He serves as 1st Vice President on the board of the Washingtons Lion Club, a community service organization. &Partners serves a broad mix of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a range of fundamental, technical, and quantitative strategies, managing accounts through both in-house advisors and third-party managers.
Anthony A
CFP®, CFA®
St. Louis, MO
Moneta Group Investment Advisors, LLC
Anthony Aiazzi is a CFP® and CFA® with 11 years of experience in financial advising. He is currently with Moneta Group Investment Advisors, LLC, where he has worked since 2016. Based in St. Louis, MO, he has spent his entire advisory career at Moneta Group. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients. The firm employs a partner-led team approach with centralized investment support and an open-architecture selection process emphasizing asset allocation and manager due diligence. Moneta also offers a range of services including portfolio management, financial planning, family office services, and specialized offerings for clients with complex needs.
Ashley D
CFP®, ChFC®, Series 63, Series 65
Town & Country, MO
First Command Advisory Services
Ashley Durbin is a CFP® and ChFC® with 18 years of industry experience. She has worked at First Command Advisory Services since 2015 and previously held roles at Stifel and First Command’s various affiliated entities. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and wrap-fee asset management programs utilizing model portfolios managed by an internal Investment Management Team.
Matthew C
CFP®, Series 66, Series 65
St. Louis, MO
Focus Partners Wealth, LLC
Matthew Clark is a CFP® with 13 years of experience in the financial industry. He is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Strategic Wealth, LLC, Charles Schwab, and Edward Jones. Focus Partners Wealth serves a broad client base including individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial planning, and consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.
Perry S
Series 66
Clayton, MO
&PARTNERS
Perry Stubbs II is a financial advisor at \u0026PARTNERS with 13 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing for eight years before joining \u0026PARTNERS in 2024. \u0026PARTNERS serves a diverse client base that includes individuals, institutions, and high-net-worth entities, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary management using both proprietary and third-party strategies.
Robert M
Series 63, Series 65
Saint Louis, MO
Private Advisor Group, LLC
Robert Markham is a financial advisor at Private Advisor Group, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at JBL Financial Services Inc, LPL Financial, and Aldi's. Before entering the financial sector, he spent nine years as an independent contractor and personal trainer. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers managed account solutions, including its proprietary WealthSuite platform and access to third-party TAMPs and investment managers.
Jefferey P
Series 63, Series 65
Saint Louis, MO
VOYA Financial Advisors, Inc.
Jefferey Prost is a financial advisor with Voya Financial Advisors, Inc. in Saint Louis, MO, holding Series 63 and Series 65 licenses and nine years of industry experience. Prior to joining Voya in 2017, he worked at American Realty LLC and Bubba Gump Shrimp Company from 2010 to 2017. He is also active as an independent insurance agent specializing in fixed insurance products and life insurance. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, unified managed account and wrap programs, as well as retirement-plan and IRA advisory services to a diverse client base including individuals, pension plans, and charitable organizations. The firm combines in-house and third-party strategies with technology-enabled tools to implement investment recommendations, providing a mix of non-discretionary and discretionary management options.
Christopher R
Series 63, Series 66
Clayton, MO
&PARTNERS
Christopher Ross is a financial advisor at &PARTNERS with 32 years of industry experience. He holds Series 63 and Series 66 designations and has worked at notable firms including Wells Fargo Clearing and Chase Investment Services Corp. He joined &PARTNERS in 2024. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, and retirement plans, providing investment management, financial and tax planning, and consulting services. The firm employs a combination of fundamental, technical, and quantitative analysis through discretionary and non-discretionary management, utilizing both proprietary and third-party strategies.
Meagan R
Series 65
St. Louis, MO
Focus Partners Wealth, LLC
Meagan Ranbarger is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. She holds a Series 65 designation and has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, United States Transportation Command, CIBC Private Wealth Management, Lowengaput Global Advisors, and Regions Bank. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management and advisory services that include investment management, financial and tax planning, and business management. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.
Raymond F
Series 63, Series 65
St. Louis, MO
Oppenheimer
Raymond Faupel is a financial advisor at Oppenheimer with Series 63 and Series 65 licenses and 56 years of industry experience. He has worked at Fahnestock & Co. Inc. since 2003 and previously at CIBC World Markets Corp. from 1995 to 2003. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs that include asset management, consulting, and retirement services, with advisory approaches spanning equity, balanced, and fixed-income portfolios on both discretionary and non-discretionary bases.
Benjamin G
Series 65
St. Louis, MO
Focus Partners Wealth, LLC
Benjamin Gross is a financial advisor with Focus Partners Wealth, LLC in St. Louis, MO. He holds a Series 65 designation and has three years of industry experience. His prior roles include positions at The Colony Group, Buckingham Strategic Wealth, BAM Advisor Services, and State Farm insurance. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, focusing on long-term, tax- and fee-sensitive portfolio construction.
Daniel M
Series 63, Series 66
St. Louis, MO
Benjamin F. Edwards & Company, Inc.
Daniel Murphy is a financial advisor with Benjamin F. Edwards & Company, Inc. in St. Louis, MO. He holds Series 63 and Series 66 licenses and has six years of industry experience. Prior to joining Benjamin F. Edwards, he worked at Charles Schwab & Co., TD Ameritrade, and other financial firms. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a network of more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, investment management, and retirement plan consulting, utilizing both proprietary strategies and third-party model providers.
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5,383 advisors near
63113
within the area shown on the map
Out of 400,000+ nationwide