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1,701 advisors near
62260
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Out of 400,000+ nationwide
Kerry B
Series 63, Series 65
St Louis, MO
Cetera
Kerry Berger is a financial advisor at Cetera with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Renaissance Financial and Securian Financial Services, among others. Outside of his advisory role, he is a certified barre instructor and teaches fitness classes. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to both affiliated and third-party money managers.
Nicholas J
Series 66
St Louis, MO
Cetera
Nicholas Jones is a financial advisor at Cetera with 14 years of industry experience. He holds the Series 66 designation and has worked at Renaissance Financial since 2012, as well as with Minnesota Life and Securian Financial Services Inc. He is also actively involved in the sale of fixed insurance products as an insurance agent. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.
Steve S
Series 63, Series 66
St. Louis, MO
Wells Fargo Advisors
Steve Schneider is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has worked at Wells Fargo Clearing Services since 2018, with a brief period at Stifel Nicolaus & Co Inc, and previously spent 16 years at Edward Jones. Outside of his advisory role, Schneider owns and operates a business selling dehydrated spices. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a wide range of investment and financial planning services tailored to clients who meet certain net-worth criteria. The firm combines advisory services with various financial products and planning specialties to address diverse client needs.
Gaston N
Series 63, Series 66
St. Louis, MO
Wells Fargo Advisors
Gaston Nieto is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 credentials and six years of industry experience. Prior to joining Wells Fargo Clearing Services, he worked with firms including Edward Jones, Charles Schwab, and TD Ameritrade. Outside of advisory work, he owns a car brokerage business, Car Connect, where he sources and negotiates new and used vehicle sales. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including niche services, and integrates advisory capabilities with banking, lending, and trustee services.
John W
Series 63, Series 65
St. Louis, MO
Wells Fargo Advisors
John Williamson Jr. is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 65 credentials. He has 28 years of industry experience, including 17 years with Wells Fargo Advisors since 2009. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special-needs analysis, and divorce planning.
John R
Series 66
St. Louis, MO
Cetera
John Remelius III is a financial advisor with Cetera holding a Series 66 designation and has been in the industry since 2025. He has held positions at Cetera Wealth Services, Renaissance Financial Corporation, and Cetera in St. Louis, MO. Prior to his advisory career, he was affiliated with the Saint Louis Art Museum from 2016 to 2022. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large nationwide network of independent advisors and employs a multi-manager platform with discretionary and non-discretionary management options.
John W
Series 66
St. Louis, MO
STIFEL
John Wichlenski is a financial advisor at Stifel with a Series 66 credential and three years of industry experience. He has worked at Stifel since 2022, following brief tenures at Noble Financial, Plancorp, and FCS Private Wealth Management. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance relies on proprietary methodologies developed by its Investment Strategy Group, combining forward-looking market assumptions and probabilistic modeling to support client decision-making.
Katherine T
Series 63, Series 66
St. Louis, MO
STIFEL
Katherine Tripp is a financial advisor with Stifel in St. Louis, MO, holding Series 63 and Series 66 designations and seven years of industry experience. Her career includes roles at Wells Fargo Clearing Services, Citigroup, and TD Ameritrade prior to joining Stifel in 2023. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.
Michael R
Series 63, Series 66
St. Louis, MO
Wells Fargo Advisors
Michael Rimmey is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at Wells Fargo Clearing Services, DiSys, TD Ameritrade, JCPenney, and Washington University in St. Louis. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and uses its research and tools to develop tailored recommendations delivered through meetings and written summaries.
Nicholas C
Series 66
Belleville, IL
Edward Jones
Nicholas Cortese is a financial advisor at Edward Jones with the Series 66 designation. He has been with Edward Jones since 2023 and has prior work experience in various roles outside the financial industry, including positions at The Southerner, Golden Oak Pancake House, and Green Mount Harley-Davidson. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.
Alissa S
Series 66, Series 63
St. Louis, MO
Wells Fargo Advisors
Alissa Swip is a financial advisor at Wells Fargo Advisors with Series 66 and Series 63 registrations and four years of industry experience. She has previously worked at Wells Fargo Clearing, Charles Schwab and Co., Inc., TD Ameritrade, American Family Insurance, and State Farm. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad menu of investment and financial planning services tailored to clients who meet a net-worth threshold. The firm uses proprietary research and planning tools to develop customized recommendations delivered through meetings and written summaries, with implementation options through brokerage or advisory programs.
Matthew B
Series 66
St. Louis, MO
Wells Fargo Clearing
Matthew Brandi is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs more than 14,000 financial advisors.
David V
Series 63, Series 65
St. Louis, MO
STIFEL
David Vogan is a financial advisor at Stifel with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co. Inc since 2020. Prior to that, he was employed at TD Ameritrade and Dierbergs Markets. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to offer capital market analyses and asset allocation guidance.
Jason S
Series 63, Series 66
O Fallon, IL
Edward Jones
Jason Stone is a financial advisor at Edward Jones in O’Fallon, Illinois, holding Series 63 and Series 66 licenses with 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Georin L
Series 63, Series 66
St. Louis, MO
Cetera
Georin La Grant is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. His prior roles include positions at Citi, Stifel Nicolaus & Co Inc, and Bank of America. Outside of his advisory work, he owns a freelance photography business and co-owns a retail company selling cigar-themed clothing and accessories. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of independent advisors and a multi-manager platform with various program options and affiliations.
Nicholas S
CFP®, Series 66
St. Louis, MO
Wells Fargo Clearing
Nicholas Stork is a CFP® with five years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing in St. Louis, MO. His prior experience includes roles at Citigroup, Edward Jones, and OSAIC Wealth, Inc. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.
Jeremy Y
CFP®, Series 66
St Louis, MO
Edward Jones
Jeremy Yoder is a CFP®-designated financial advisor with Edward Jones in St. Louis, Missouri, where he has worked since 2008. He has 17 years of industry experience. Outside of his advisory role, he is involved in managing rental properties as a sole proprietor and partner. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a broad range of investment advisory services and maintains a large national presence with over 23,000 financial advisors.
Sean D
Series 66
St. Louis, MO
STIFEL
Sean Darroch is a financial advisor at Stifel with one year of industry experience. He holds a Series 66 designation and has prior work history with State Farm, Durham Region Works Department, and Lindenwood University. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing both brokerage and investment advisory services. The firm uses a proprietary investment methodology from its Investment Strategy Group to support asset allocation and planning analyses, with clients retaining discretion over implementation.
Paul F
Series 66
Belleville, IL
Raymond James & Associates
Paul Feder is a financial advisor with Raymond James & Associates in Belleville, IL, holding a Series 66 designation and 17 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of advising, he serves as Treasurer for the Capistrano Condominium Association, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and public entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, and is notable for its municipal advisory services and extensive affiliate network.
Max M
Series 66
St. Louis, MO
Cetera
Max Mc Arthur is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. Prior to joining Cetera, he worked with Renaissance Financial and Ascension Mobile, and has experience in business operations and the food service industry. He currently serves as an investment advisory operations assistant at Renaissance Financial. Cetera is an SEC-registered adviser that supports a large network of independent advisors, offering portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm provides a multi-manager platform with a range of program options, including model portfolios, third-party managers, and bespoke strategies.
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1,701 advisors near
62260
within the area shown on the map
Out of 400,000+ nationwide