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Spencer B
Series 65
Chesterfield, MO
Syntegra Private Wealth Group LLC
Spencer Barr is a financial advisor at Syntegra Private Wealth Group LLC in Chesterfield, MO, holding a Series 65 credential with one year of industry experience. Prior to joining Syntegra, he worked at Private Client Services and OSAIC, and has a background that includes roles outside the financial industry. Syntegra Private Wealth Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses, employing a range of quantitative and fundamental investment techniques along with tailored discretionary portfolio management.
Donald V
Series 66
Creve Coeur, MO
Adk Wealth Advisory Group
Donald Vaught is a financial advisor with Adk Wealth Advisory Group in Creve Coeur, MO. He holds the Series 66 designation and has 21 years of industry experience. He has worked with Kraft, Davis and Associates, LLC since 2015 and has been affiliated with LPL Financial since 2007. ADK Wealth Advisory Group is an SEC-registered investment adviser that provides fee-based investment management and financial planning primarily to individual and high-net-worth clients. The firm manages portfolios using both fundamental and technical analysis, offering discretionary management, dynamic currency hedging, and a combination of wrap and non-wrap account structures.
Samuel H
CFP®, Series 65
Chesterfield, MO
Brand Asset Management Group, Inc.
Samuel Hunsicker is a CFP® and Series 65-registered advisor with Brand Asset Management Group, Inc., bringing two years of industry experience. He previously worked at Moneta Group and Stifel Financial Corp and has a background that includes time at Samford University. Brand Asset Management Group provides discretionary investment advisory services to individuals, trusts, pension plans, charitable organizations, and corporations. The firm employs a multi-asset, multi-style, multi-manager approach and offers services including a turnkey wealth management program and family office solutions for high-net-worth clients.
Andrew M
CFP®, Series 66
Chesterfield, MO
MBM Wealth Consultants, LLC
Andrew Mc Cluer is a CFP® professional with 12 years of industry experience. He is currently with MBM Wealth Consultants, LLC, where he has worked since 2022. His prior experience includes roles at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., and The Vanguard Group, Inc. MBM Wealth Consultants is an independent advisory firm managing approximately $418 million in client assets for individuals, retirement plans, trusts, and other entities. The firm employs a model-based portfolio management approach using a combination of fundamental, technical, and cyclical analysis to tailor portfolios to clients’ risk tolerances and liquidity needs.
Michael Z
Series 63, Series 65
Manchester, MO
Capital Management Services, Inc.
Michael Zimmerman is a financial advisor at Capital Management Services, Inc. in Manchester, MO, holding Series 63 and Series 65 designations with 42 years of industry experience. He has been with Cutter & Company Brokerage, Inc. since 2004. Capital Management Services, Inc. provides portfolio management and advisory services to individuals, trusts, businesses, and employee benefit plans, managing approximately $141.5 million on a discretionary basis. The firm employs a tactical asset allocation strategy primarily using mutual funds and ETFs, and it also manages accounts for other investment advisers while utilizing a turnkey asset management platform for operational functions.
Jason S
Series 66
Lake Saint Louis, MO
IFC
Jason Sherman is a financial advisor with IFC, holding a Series 66 designation and nine years of industry experience. He has previously worked with Cetera Advisor Networks LLC and VOYA Financial Advisors. Sherman is also a co-owner of Spectrum Retirement Solutions LLC, where he provides financial and insurance services. IFC is a team-based firm serving individuals, trusts, pension and retirement plans, and businesses. The firm manages approximately $110 million in client assets and offers financial planning, consultations, and investment management using mutual funds, ETFs, and independent sub-advisors.
Terry M
Series 66
Chesterfield, MO
Syntegra Private Wealth Group LLC
Terry Moyers Jr. is a financial advisor with Syntegra Private Wealth Group LLC in Chesterfield, MO, holding a Series 66 designation and 14 years of industry experience. He has worked at firms including Securities America, Arbor Point Advisors, and Ameriprise Financial Services. Moyers also conducts insurance sales as part of his professional activities. Syntegra Private Wealth Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses discretionary portfolio management with firm-developed model portfolios and incorporates a variety of quantitative and fundamental investment techniques.
Kyle J
Series 66
St. Charles, MO
FYRA Capital Management
Kyle Jones is a financial advisor with FYRA Capital Management in St. Charles, MO, holding a Series 66 designation and 19 years of industry experience. He has held roles at several firms, including Calton & Associates, Inc. and Wamhoff Financial Planning, and serves as a managing member of Equitas Accounting, LLC, which provides tax preparation and related accounting services. FYRA Capital Management provides investment management, financial planning, and retirement plan advisory services to individuals, employer-sponsored retirement plans, foundations, trusts, and estates. The firm utilizes a diversified investment approach involving asset allocation across equities, ETFs, and mutual funds, incorporating fundamental, quantitative, and technical analysis alongside third-party managers.
Ryan G
CFP®, Series 65
Chesterfield, MO
Brand Asset Management Group, Inc.
Ryan Green is a CFP® professional with 16 years of experience in financial advisory services. He has been with Brand Asset Management Group, Inc. since 2009. Brand Asset Management Group provides discretionary investment advisory services to high net worth individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a multi-asset, multi-style investment approach and specialized services such as the Mosaic Wealth Management© turnkey program and Brand Family Office solutions.
Thomas B
Series 63, Series 65
Manchester, MO
Capital Management Services, Inc.
Thomas Brown is a financial advisor with Capital Management Services, Inc. in Manchester, MO, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He has worked with World Equity Group, Inc. since 2007 and National Financial Services since 1989. Outside of advisory work, he assists high school juniors and seniors through College Funding Solutions to select appropriate colleges and careers. Capital Management Services, Inc. provides portfolio management and advisory services to individuals, trusts, businesses, and employee benefit plans. The firm employs a tactical asset allocation strategy using mutual funds and ETFs and manages accounts for other investment advisers in addition to retail clients.
Norman E
Series 63, Series 65
Saint Charles, MO
Horter Investment Management, LLC
Norman Eccarius is a financial advisor with Horter Investment Management, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at AE Wealth Management, Asset Protection Strategies, Center Street Advisors, and National Planning Corporation. Additionally, he operates Eccarius Financial, where he is involved in insurance sales and services. Horter Investment Management provides portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, corporations, and insurance-company clients. The firm utilizes multi-manager portfolios and alternative investment options, with investment decisions guided by an Investment Committee that offers various model and custom portfolios.
William W
CFP®, Series 63, Series 65
Chesterfield, MO
MBM Wealth Consultants, LLC
William Weckback is a CFP® professional with 30 years of experience in the financial services industry. He has been with MBM Wealth Consultants, LLC since 2013 and also operates BW Wealth Consulting, LLC, a separate business entity for tax purposes. MBM Wealth Consultants provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages client assets using tailored model portfolios that emphasize individual equity and debt securities, ETFs, and options, combining fundamental, technical, and cyclical investment analysis.
Stephen T
Series 63, Series 66
Manchester, MO
The Yanker Group
Stephen Tichacek is a financial advisor with The Yanker Group in Manchester, Missouri, holding Series 63 and Series 66 credentials and 21 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC, and has been with The Yanker Group and LPL Financial LLC since 2023. The Yanker Group is a small team providing fee-based discretionary and non-discretionary investment advisory services to individual, high-net-worth, corporate, and retirement plan clients. The firm employs a range of custodial and program platforms through LPL Financial and utilizes diverse investment vehicles, with portfolio oversight involving fundamental, technical, and cyclical analysis alongside Modern Portfolio Theory.
James B
CFP®, Series 66
Chesterfield, MO
Brand Asset Management Group, Inc.
James Blake is a CFP® and Series 66-registered advisor with nine years of industry experience. He has been with Brand Asset Management Group, Inc. since 2019 and previously worked at Thrivent Financial and Elite Orthopedics LLC. Blake serves on the board of directors at St. Paul's Lutheran Church Des Peres, a nonprofit organization. Brand Asset Management Group provides discretionary investment advisory services to individuals, trusts, pension plans, charitable organizations, and corporations, offering multi-asset portfolio construction and strategic asset allocation. The firm’s Mosaic Wealth Management© turnkey service and Brand Family Office cater to clients with significant assets, combining investment management with coordinated estate and accounting services.
Chandler W
Series 63, Series 65
St. Charles, MO
FYRA Capital Management
Chandler Williamson is a financial advisor with FYRA Capital Management in St. Charles, MO, holding Series 63 and Series 65 credentials and 10 years of industry experience. He previously worked at Preferred Capital Securities and E*TRADE Securities and is involved in insurance sales through Pineridge Advisors, LLC. FYRA Capital Management offers discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and sub-advisory services to individuals, employer-sponsored retirement plans, foundations, trusts, and estates. The firm emphasizes asset allocation across equities, ETFs, and mutual funds, utilizing fundamental, quantitative, and technical analysis alongside third-party managers.
Sarah B
CFP®, Series 66
Chesterfield, MO
Syntegra Private Wealth Group LLC
Sarah Burkemper is a CFP® professional with 26 years of industry experience, currently serving at Syntegra Private Wealth Group LLC. She has held positions at several firms, including Private Client Services, OSAIC, and Securities America, Inc. Outside of her advisory role, she is a CPA and owns a tax practice, and she serves on multiple nonprofit boards, including Community Opportunities of Lincoln County and Mercy Hospital Lincoln. Syntegra Private Wealth Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs tailored discretionary portfolio management using firm-developed model portfolios and may allocate client assets to third-party sub-advisers, applying various quantitative and fundamental techniques. It also includes an affiliated tax and business services entity and a 12-advisor team managing over $1.3 billion in discretionary assets.
Brent R
CFP®, Series 66
Chesterfield, MO
Syntegra Private Wealth Group LLC
Brent Roever is a financial advisor at Syntegra Private Wealth Group LLC with six years of industry experience. He holds the CFP® designation and Series 66 license. His career includes roles at Private Client Services, OSAIC, Securities America, Inc., Arbor Point Advisors, Boeing Company, and American Railcar Industries. Outside of his advisory work, he assists with maintenance-related dues collection for a local community water system. Syntegra Private Wealth Group provides investment advisory and financial planning services to individuals, including high net worth clients, as well as pension plans, charitable organizations, and businesses. The firm uses discretionary management with proprietary model portfolios and may allocate assets to third-party sub-advisers, employing a variety of quantitative and fundamental investment techniques.
Robert O
Series 63, Series 65
Chesterfield, MO
Pinkerton Wealth Partners
Robert Olsen is a financial advisor at Pinkerton Wealth Partners with 28 years of industry experience. He holds Series 63 and Series 65 credentials and previously led his own advisory firms, Robert Olsen Investment Group, LLC and Robert Olsen Wealth Group, P.C. Outside of his advisory role, Olsen also maintains a CPA practice and holds an insurance license, dedicating substantial time to both. Pinkerton Wealth Partners serves individuals, high-net-worth families, foundations, endowments, pension and profit-sharing plans, and other institutional clients. The firm utilizes a customized, formula-driven investment approach called “Advance and Protect,” which integrates technical, quantitative, and fundamental analysis through active, passive, and tactical strategies.
Mason D
Series 65
Chesterfield, MO
Brand Asset Management Group, Inc.
Mason Davitt is a financial advisor at Brand Asset Management Group, Inc. with one year of industry experience. He holds a Series 65 designation and previously worked at KPMG for three years. Brand Asset Management Group provides discretionary investment advisory services to individuals, trusts, pension plans, charitable organizations, and corporations. The firm uses a multi-asset, multi-style approach focused on personal consultation and strategic asset allocation, offering specialized services including a turnkey wealth management program and a family office for high-net-worth clients.
Andrew K
Series 65, Series 63
Chesterfield, MO
MBM Wealth Consultants, LLC
Andrew Kowal is a financial advisor at MBM Wealth Consultants, LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Buckingham Wealth Partners, Moneta Group Investment Advisors, LLC, LPL Financial, and Cornerstone Wealth Management LLC. Kowal serves as the treasurer for the Shenandoah Valley Elementary School Parent Teacher Organization in Chesterfield, MO. MBM Wealth Consultants provides financial planning, consulting, and investment management to individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $476.7 million in discretionary assets using tailored model portfolios and a combination of fundamental, technical, and cyclical investment analysis.
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1,571 advisors near
63368
within the area shown on the map
Out of 400,000+ nationwide