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Steven S
Series 66
Manchester, MO
Edward Jones
Steven Stork is a Series 66 licensed financial advisor with Edward Jones in Manchester, MO, where he has worked since 2011. He has 14 years of experience in the industry. Stork serves as a board member for the Mid-East Area Agency on Aging, contributing to initiatives for improving and funding the local senior center. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. It offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of nearly 24,000 financial advisors.
Spencer S
Series 63, Series 65
St. Louis, MO
Edward Jones
Spencer Seher is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 65 designations with 21 years of industry experience. He has been with Edward Jones since 2002. 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 strategies supported by a large network of financial advisors and branch offices nationwide.
Douglas C
Series 66
Frontenac, MO
STIFEL
Douglas Creech is a financial advisor at Stifel with eight years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and IBM. Outside of his advisory role, Creech serves on development and planned giving boards for nonprofit organizations focused on early intervention services for children and families and supports fundraising efforts for a charitable public safety organization. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.
Patrick C
Series 63, Series 65
Clayton, MO
STIFEL
Patrick Crawley is a financial advisor at Stifel with 26 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and planning analyses intended to support client decision-making.
David G
Series 66
St. Louis, MO
Edward Jones
David Gunn is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 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. 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.
Denis M
Series 66
St. Louis, MO
Edward Jones
Denis Mehmedspahic is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 license and bringing nine years of industry experience. He has been with Edward Jones since 2013. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.
Steven P
Series 63, Series 66
St. Louis, MO
Edward Jones
Steven Painter is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment strategies and advisory services through a large nationwide network of financial advisors and branch offices.
Nhuong C
CFP®, Series 63
St Louis, MO
Charles Schwab
Nhuong Cao is a CFP®-certified financial advisor with Charles Schwab in St. Louis, MO, bringing three years of industry experience. Prior to joining Schwab, Cao worked at TD Ameritrade and has a background outside finance that includes four years at LG Vina Cosmetics. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm combines a non-discretionary advisory model with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by research from the Schwab Center for Financial Research.
Phillip S
Series 63, Series 65
St. Louis, MO
Edward Jones
Phillip Smerek is a financial advisor at Edward Jones with 22 years of industry experience. He holds Series 63 and Series 65 designations and has been with Edward Jones since 2007. 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 advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
Stephen L
Series 63, Series 65
Chesterfield, MO
LPL Financial
Stephen Leicht is a financial advisor with LPL Financial in Chesterfield, MO, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has been with LPL Financial since 2008 and previously worked at Wells Fargo Clearing from 2001 to 2008. Leicht is a commissioned notary public in Missouri. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment solutions including financial planning, model portfolios, third-party asset management access, and institutional platforms.
Emily K
Series 66
Chesterfield, MO
Morgan Stanley
Emily Kanefield is a financial advisor at Morgan Stanley Wealth Management with 18 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2017, following nine years at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that incorporates firm-approved planning tools and market assumptions to help model financial outcomes.
Tiffany A
Series 66
St. Louis, MO
Edward Jones
Tiffany Ascheman is a financial advisor at Edward Jones in St. Louis, MO, with 12 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2007. 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 solutions supported by a large network of financial advisors and branch offices across the United States.
Paul Sam C
Series 66
Frontenac, MO
STIFEL
Paul Sam Carothers is a financial advisor at Stifel with seven years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones and Cerner Corporation. Carothers’ career also includes four years at the University of Missouri. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary methodology developed by its Investment Strategy Group.
Michael H
Series 66
Chesterfield, MO
Wells Fargo Clearing
Michael Hessler is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior roles include positions at Capacity, Cultivation Capital, Stadia Ventures, Indiana University, and Rapsodo. Outside of his advisory work, he owns Worldwide Vending LLC, a vending machine business. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.
Bret Z
Series 66, Series 63
St Louis, MO
Charles Schwab
Bret Zingrich is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade. Outside of finance, he managed a neighborhood bowling center for eight years. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts. The firm is noted for its large scale and integrated structure, providing centralized supervisory, custody, and order-routing services.
Emele O
Series 66
St. Louis, MO
Edward Jones
Emele Orris is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 19 years of industry experience. She has been with Edward Jones since 2005. 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 nationwide network of approximately 23,701 financial advisors.
William D
Series 66
St. Louis, MO
Edward Jones
William Drogo is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 18 years of industry experience. He previously worked at Kingdom Financial Group LLC and Fullerton Financial Planning, and has been with Edward Jones since 2008 in two separate tenures. 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 strategies supported by a large nationwide network of advisors and branch offices.
Brock W
CFA®, Series 66, Series 65
St. Louis, MO
Edward Jones
Brock Weimer is a CFA® charterholder and holds Series 65 and Series 66 licenses, with five years of industry experience. He has worked at Edward Jones since 2023 and previously was with Wells Fargo Investment Institute, Inc. from 2021 to 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, investment solutions, and affiliated financial services through a large nationwide network of advisors and branch offices.
Sean R
Series 63, Series 65
Clayton, MO
STIFEL
Sean Rosenthal is a financial advisor with Stifel in Clayton, MO, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Stifel since 1994. Outside of his advisory role, he is involved in real estate through ownership and brokerage activities with Roberts Realty and London Properties, LLC. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.
Scott S
Series 66
St Louis, MO
Edward Jones
Scott Sweesy is a financial advisor at Edward Jones in St. Louis, MO, holding the Series 66 designation with 14 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 wide range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.
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3,294 advisors near
63025
within the area shown on the map
Out of 400,000+ nationwide