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Nicholas F
Series 66
St. Louis, MO
Edward Jones
Nicholas Frank is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and bringing one year of industry experience. Prior to joining Edward Jones, he worked in education at SLU College of Education and Webster University, and has experience in real estate and the food service industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and affiliated investment products, managing approximately $1.01 trillion in assets through a large national network of financial advisors and branch offices.
Justin F
Series 66
St. Louis, MO
Edward Jones
Justin Fox is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2011. Outside of his advisory role, he is involved in web development for a livestock supplements business. 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 strategies, supported by a large network of financial advisors and branch offices nationwide.
Mark A
CFP®, Series 66
St Louis, MO
Edward Jones
Mark Audet is a CERTIFIED FINANCIAL PLANNER™ professional with 14 years of industry experience. He has been with Edward Jones in St. Louis, MO since 2011. Outside of his advisory role, he is involved in managing a rental property in Phoenix, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.
Kristen K
Series 63, Series 66
St. Louis, MO
Edward Jones
Kristen Kinney is a financial advisor at Edward Jones with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Edward Jones since 2017. Prior to this, she was with Larson Financial Group, LLC and Larson Financial Securities, LLC from 2014 to 2017. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Alexander B
Series 66
Chesterfield, MO
Fidelity
Alexander Buck is a financial advisor with Fidelity, holding a Series 66 designation and starting his advisory career in 2025. Prior to joining Fidelity, he has experience in medical sales at Sure-Tech Diagnostics. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and is noted for its use of algorithmic methods and formal advisory roles to multiple registered investment companies.
Sarah V
CFP®, Series 66, Series 63
Saint Louis, MO
Edward Jones
Sarah Vehige is a financial advisor with Edward Jones in Saint Louis, MO, holding the CFP® designation and Series 66 and Series 63 licenses. She has seven years of industry experience, all with Edward Jones. Vehige serves as a volunteer board member at the Miriam School and Learning Center, participating in its Finance and Executive committees. 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 strategies, supported by a large network of financial advisors and branch offices.
Christopher G
Series 66
St. Louis, MO
Fidelity
Chris Growe is a Financial Consultant currently working at Fidelity Investments. In this role, he partners directly with clients and their families to develop customized financial plans aligned with their goals, timelines, and risk tolerance. He emphasizes putting clients' interests first to help them pursue their financial objectives with confidence and peace of mind. Chris has been with Fidelity Investments since 2021, initially serving as a Planning Consultant before transitioning to his current position. Prior to joining Fidelity, he was a Senior Financial Consultant at TD Ameritrade from 2014 to 2021. He holds an Arkansas Insurance License.
Michael G
Series 66
St. Louis, MO
Edward Jones
Michael Gari is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. 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 programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.
Laura L
Series 63, Series 66
Frontenac, MO
Merrill
Laura Lueken is a Senior Financial Advisor with Merrill Lynch Wealth Management. She leverages decades of experience to assist successful business owners, wealthy families, large plan sponsors, and their employees in achieving meaningful financial objectives with a minimal level of required risk. Laura provides advice and guidance in retirement planning, wealth building, and asset preservation. She serves a diverse client base including widows and divorcees, applying her "hands-held, ears-open" philosophy of client care. Laura addresses asset management needs and advises on fiduciary issues for private and public entities. Over the years, she has supported professionals, business owners, and plan administrators in developing and implementing group retirement plans. She encourages clients to adopt a rational and realistic approach to investing, emphasizing the meaning of wealth beyond monetary value. Laura holds a Bachelor's degree from the University of Missouri - St. Louis. She holds the Retirement Benefits Consultant designation and is a Certified Plan Fiduciary Advisor (CPFA) awarded by the National Association of Plan Advisors (NAPA). She also holds the Chartered Retirement Planning Counselor designation from the College for Financial Planning Institutes Corp. Laura contributes to financial education through speaking engagements and has served on the board and committees of the Foster and Adoptive Care Coalition. Her community involvement includes work with the Foster and Adoptive Care Coalition, Ronald McDonald House, and St Peter Catholic School.
John H
Series 66
St. Louis, MO
Edward Jones
John Howdeshell is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 credential with nine years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.
Matthew N
Series 66
St. Louis, MO
Edward Jones
Matthew Nguyen is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and having one year of industry experience. Prior to Edward Jones, he worked at Anders CPAs + Advisors and has held various positions including roles at Webster University and Mathnasium. 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 services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.
Amber Z
Series 66
St. Louis, MO
Edward Jones
Amber Zappia is a financial advisor at Edward Jones in Tempe, AZ, with 20 years of experience at the firm. She holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.
Matthew R
Series 66
St. Louis, MO
Edward Jones
Matthew Rimkus is a Series 66 licensed financial advisor with Edward Jones, based in St. Louis, MO. He has 13 years of industry experience and has been with Edward Jones since 2012. Outside of his advisory role, he is involved in a family business that renovates real estate properties for resale and rental. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies through a nationwide network of over 23,000 financial advisors. The firm manages approximately $1.01 trillion in assets and provides discretionary and non-discretionary services under a fiduciary standard.
James L
Series 63, Series 65
Chesterfield, MO
Wells Fargo Clearing
James Laughlin Sr. is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at UBS Financial Services from 2007 to 2014. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.
Nicholas D
Series 63, Series 66
Chesterfield, MO
Edward Jones
Nicholas Davis is a financial advisor with Edward Jones in Chesterfield, MO, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he has an interest in royalties through Magnum Producing, LP. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its services with a nationwide network of over 23,000 advisors and more than 15,000 branch offices.
Matthew L
Series 66
Frontenac, MO
STIFEL
Matthew Lucas is a financial advisor at Stifel with two years of industry experience. He holds a Series 66 designation and has prior work history including roles at A Mrazek, UPS, and MyHouse Nightclub and Bar. His background also includes employment at the University of Missouri and De Smet Jesuit High School. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.
Ryan P
Series 63, Series 65
Chesterfield, MO
Mass Mutual Investors Services
Ryan Paisley is a financial advisor at Mass Mutual Investors Services with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Corecap Investments, Foresters Equity Services, and Global Green Insurance Agency. He also maintains an insurance agent role specializing in life, property, and casualty insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars, using firm-approved tools to develop collaborative, goal-oriented strategies.
Robert B
Series 63, Series 66
Ladue, MO
Edward Jones
Robert Bartenstein Jr. is a financial advisor at Edward Jones with 51 years of industry experience. He has been with Edward Jones since 2013 and holds Series 63 and Series 66 licenses. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Matthew S
CFP®, Series 66
St Louis, MO
Edward Jones
Matthew Schmitz is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He supports Dwell Differently, LLC, an e-commerce business, by providing back-office finance and operations assistance. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment options supported by a large nationwide network of advisors and branch offices.
Alicia R
Series 63, Series 65
Chesterfield, MO
Ameriprise
Alicia Ross is a financial advisor with Ameriprise in Defiance, Missouri, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has worked with Ameriprise and Ameriprise Financial Services, Inc. since 2009. Outside of her advisory role, Ross serves as Treasurer and Secretary on the Board of Directors for Fairmount General Baptist Church and is involved with the Guiding Star Women's Missionary Society. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, delivering detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.
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3,294 advisors near
63025
within the area shown on the map
Out of 400,000+ nationwide