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Angela C
Series 63, Series 66
St. Louis, MO
Wells Fargo Clearing
Angela Clark is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she works part-time as a delivery driver for DoorDash and Spark Delivery LLC. Wells Fargo Advisors is a national securities firm that serves individual, corporate, and institutional clients with investment advisory services, financial planning, 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 other sources.
Phillip H
Series 63, Series 65
Clayton, MO
STIFEL
Phillip Hamilton is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Stifel since 2007. 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.
Brian K
Series 63, Series 66
Clayton, MO
Charles Schwab
Brian Keough is a financial advisor at Charles Schwab with nine years of industry experience. He has held positions at Td Ameritrade, Scottrade, and Morgan Street Brewery. Keough holds Series 63 and Series 66 licenses. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research and a formal alternative-investment onboarding process.
Mark M
Series 66, Series 63
St. Louis, MO
STIFEL
Mark Matthes is a financial advisor at Stifel with 35 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Stifel since 1990. Stifel serves a diverse client base, including individual, institutional, and municipal clients, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodology developed by its Investment Strategy Group.
Suzanne G
Series 63, Series 66
St. Louis, MO
Wells Fargo Advisors
Suzanne Galatoire is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Stifel Nicolaus & Co Inc. She serves as a board member for the Oak Ridge Homeowners Association in Fenton, Missouri. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.
Daniel S
Series 66
St. Louis, MO
Wells Fargo Clearing
Daniel Shaw is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds the Series 66 designation and has worked previously at K Force, Edward Jones, HRSSA, and Cambridge Investment Research. Shaw is based in St. Louis, MO. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm offers both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with an advisory process grounded in modern portfolio theory and tailored to plan objectives.
Anthony V
Series 63, Series 66
St. Louis, MO
Wells Fargo Advisors
Anthony Viviano II is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Wells Fargo Advisors since 2014. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and planning tools to develop personalized recommendations.
Robin R
Series 63, Series 65
St. Louis, MO
Wells Fargo Clearing
Robin Rodermund is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Wells Fargo Advisors since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.
Timothy H
CFP®, Series 63, Series 65
Clayton, MO
Merrill
Timothy Hampton is a Wealth Management Advisor with Merrill Lynch Wealth Management. He provides financial advice and portfolio management services to a diverse clientele including corporate executives, entrepreneurs, professionals, foundations, non-profit organizations, and families across 25 states. Tim is a qualified Portfolio Manager who builds and manages personalized investment strategies combining individual securities, Merrill Lynch Wealth Management model portfolios, and third-party strategies. He may manage client portfolios on a discretionary basis through the firm’s Investment Advisory Program. Tim launched his financial services career in 1999 and joined Merrill Lynch Wealth Management in 2008. He holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Tim graduated Magna Cum Laude with a Bachelor of Science degree in Business Administration, majoring in Finance, from Saint Louis University and earned a Master’s in Business Administration from Washington University in St. Louis. Beyond his professional role, Tim is involved in community and philanthropic activities. He has served in leadership roles with the Boy Scouts of America and has been recognized with the Silver Beaver Award. Tim is a member of the Eastern Missouri Beekeeping Association and the St. Louis Genealogical Society. He and his wife Elizabeth actively support local theater and reside in St. Louis, where they have raised two sons. Tim’s personal interests include genealogy, photography, traveling, and beekeeping.
Ashley B
Series 63
St. Louis, MO
Wells Fargo Clearing
Ashley Barker is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. She holds a Series 63 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, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.
Bobbi J
Series 66
St. Louis, MO
STIFEL
Bobbi Johnson is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. She has been with Stifel Nicolaus since 2000. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.
John T
Series 66
St. Louis, MO
STIFEL
John Thomas is a financial advisor at Stifel with 17 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus & Company, Incorporated since 2008. The firm serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.
Blake E
Series 63, Series 65
Clayton, MO
J.P. Morgan Securities
Blake Emerson is a financial advisor with J.P. Morgan Securities in Clayton, MO, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2010. Emerson serves as a board member for STL YouthJobs, a nonprofit that provides paid work experiences and training for young people in the St. Louis region. J.P. Morgan Securities offers institutional consulting services primarily to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence and incorporates ESG frameworks and broad derivatives capabilities in its recommendations.
Dylan M
Series 66
St. Louis, MO
Wells Fargo Clearing
Dylan Molek is a financial advisor at Wells Fargo Clearing with a Series 66 designation and five years of industry experience. He has been associated with Wells Fargo Clearing and Digital Intelligence Systems LLC since 2021. Molek studied at Saint Louis University from 2016 to 2020 and has held various positions across multiple sectors prior to his current role. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through more than 14,000 financial advisors and employs research-driven investment strategies incorporating diversification and modern portfolio theory.
James O
Series 66
Webster Groves, MO
Edward Jones
James Odman is a financial advisor at Edward Jones in Webster Groves, MO, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Clayco for five years and JE Dunn Construction for fifteen years. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Robert F
Series 66
St Louis, MO
Cetera
Robert Findeiss is a financial advisor at Cetera with 13 years of industry experience. He holds a Series 66 designation and has worked at Renaissance Financial since 2013, alongside roles at Minnesota Life and Securian Financial Services. He is also a board member and partial owner of Oak Meadow Country Club. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to third-party money managers through a multi-manager platform.
Nick F
Series 66
St Louis, MO
Cetera
Nick French is a financial advisor with Cetera based in St. Louis, MO. He holds a Series 66 designation and has one year of industry experience. Outside of his advisory role, he works as a server at Busch Stadium and Chaifetz Arena and is involved with SLU Sport Service, LLC as a suite attendant. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of investment management and financial planning services through a large network of independent advisors, utilizing both affiliated and third-party managers across multiple program structures.
Jordan F
Series 63, Series 66
Clayton, MO
Merrill
Jordan Foster is a Financial Advisor at Merrill Lynch Wealth Management. In this role, Jordan works with clients to develop customized financial strategies that align with their short- and long-term goals. By combining disciplined investment management with clear communication, Jordan helps clients navigate the markets, reduce uncertainty, and make confident financial decisions over time. Jordan's expertise includes education planning, employee benefits planning, family wealth management strategies, investment consulting for defined contribution plans, legacy planning, managing new wealth, portfolio management services, small business strategies, tax minimization, and retirement income. Jordan is recognized as a Chartered Retirement Planning Counselor (CRPC) and holds the Personal Investment Advisor (PIA) designation. Jordan earned a High School Diploma from Hazelwood Central High and attended Columbia College without earning a degree. In addition to professional pursuits, Jordan's personal interests include basketball, cooking, fishing, football, gardening, and spending time with family.
Anthony M
Series 63, Series 65
Fairview Heights, IL
Edward Jones
Anthony Mc Kinzie is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Edward Jones in 2026, he worked at various Wells Fargo entities from 2013 to 2025. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a large nationwide network of advisors and branch offices.
Jack G
Series 66
St Louis, MO
Edward Jones
Jack Gewinner is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with three years of industry experience. His prior work history includes roles at A-Mrazek Moving and Innovative Construction. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets. The firm is notable for its extensive retail advisor network and affiliated financial services beyond traditional advisory offerings.
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2,840 advisors near
62040
within the area shown on the map
Out of 400,000+ nationwide