Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

1,701 advisors near
62260

Out of 400,000+ nationwide

user avatar
firm logo

Michael M

Series 66

St. Louis, MO

Wells Fargo Advisors

Michael Mayer is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 17 years of industry experience. He previously worked at Wells Fargo Clearing and RBC Capital Markets. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with engagements that are generally discrete and optional for clients.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Kathryn B

Series 66, Series 63

St. Louis, MO

Wells Fargo Advisors

Kathryn Black is a financial advisor at Wells Fargo Advisors with seven years of industry experience. She holds the Series 66 and Series 63 designations. Her prior work includes multiple roles at Wells Fargo Clearing Services and a position at Washington University in Saint Louis. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Christopher N

Series 66, Series 63

St. Louis, MO

Wells Fargo Clearing

Christopher Neff is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and Fred Harre. 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 utilizes research from Wells Fargo Investment Institute and third-party sources, offering a range of brokerage and advisory solutions supported by a large network of financial advisors.

Retired Founder/Business Owner
user avatar
firm logo

Richard M

Series 66

St. Louis, MO

STIFEL

Richard Murphy II is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and three years of industry experience. His prior work includes positions at Principal Securities Inc, Kuhlmann Financial Services, and American Burglary and Fire, as well as service in the United States Marine Corps. He is also associated with The Pennsylvania State University. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on proprietary methodologies developed by its Investment Strategy Group, designed to support client decision-making.

General retirement planning Income planning
user avatar
firm logo

Nathan B

Series 63, Series 65

St. Louis, MO

Wells Fargo Clearing

Nathan Book is a financial advisor with Wells Fargo Clearing in St. Louis, Missouri. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, including over 10 years with Wells Fargo Clearing. Nathan serves as power of attorney for his parents on investment-related matters. 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 and third-party sources.

Retired Founder/Business Owner
user avatar
firm logo

Robert S

Series 63, Series 66

St. Louis, MO

Wells Fargo Clearing

Robert Schmitt is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior work includes roles at Charles Schwab & Co., TD Ameritrade, Scottrade, and Edward Jones. Outside of advising, he works as an independent contractor shopper for Instacart. 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.

Retired Founder/Business Owner
user avatar
firm logo

Brenden W

Series 63, Series 66

St. Louis, MO

STIFEL

Brenden Wheeler is a financial advisor with Stifel in St. Louis, MO, holding Series 63 and Series 66 licenses and having two years of industry experience. He previously worked at Charles Schwab and Artemis Academy and has managed his own advisory business. Stifel serves a broad range of clients, including individual investors, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar
firm logo

Alexander A

Series 63, Series 66

St. Louis, MO

STIFEL

Alexander Anderson is a financial advisor at Stifel based in St. Louis, MO, with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Northwestern Mutual and Charles Schwab. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning.

General retirement planning Income planning
user avatar
firm logo

Jackie S

Series 63, Series 66

St. Louis, MO

Wells Fargo Clearing

Jackie Stern is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds the Series 63 and Series 66 designations 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 provides both brokerage and advisory solutions.

Retired Founder/Business Owner
user avatar
firm logo

Christina R

Series 66

O Fallon, IL

Edward Jones

Christina Rask is a Series 66 licensed financial advisor with Edward Jones in O Fallon, Illinois, and has one year of industry experience. She previously worked at Edward Jones from 2007 to 2026. Outside of advising, she is a distributor for Rodan & Fields, a direct selling skincare program. 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 national network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
firm logo

Kyle O

Series 63, Series 66

O'Fallon, IL

Edward Jones

Kyle Osterhage is a financial advisor with Edward Jones in O'Fallon, IL, holding Series 63 and Series 66 credentials and 13 years of industry experience. He previously worked at Farmers Financial Solutions and Farmers Insurance Group before joining Edward Jones in 2019. 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 strategies, supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management Retired Founder/Business Owner Executive
user avatar
firm logo

Thomas V

Series 63, Series 66

St. Louis, MO

STIFEL

Thomas Van Uffelen is a financial advisor at Stifel with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2018, following a 15-year tenure at Scottrade, Inc. Based in St. Louis, MO, he provides advisory services within Stifel’s institutional framework. Stifel serves a broad range of clients, 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.

General retirement planning Income planning
user avatar
firm logo

John K

Series 66

St. Louis, MO

Wells Fargo Clearing

John Kuhn is a financial advisor with Wells Fargo Clearing in St. Louis, Missouri, holding a Series 66 designation and 15 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Edward Jones in 2011. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Retired Founder/Business Owner
user avatar
firm logo

Adam W

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Adam West is a financial advisor at Wells Fargo Advisors with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise, Charles Schwab, Santander Bank, and TD Bank. Based in St. Louis, MO, he joined Wells Fargo Advisors in 2024. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services using proprietary research and tools, with an emphasis on tailored recommendations and optional implementation through various brokerage or advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Justin C

Series 63, Series 65

St. Louis, MO

STIFEL

Justin Carr is a financial advisor at Stifel with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co. Inc. since 2015. Prior to joining Stifel, he worked at Wells Fargo Clearing, Cambridge Investment Research Advisors, and Sunset Financial Services. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and financial planning guidance intended to support client decisions.

General retirement planning Income planning
user avatar
firm logo

Michael K

Series 66

St. Louis, MO

Wells Fargo Clearing

Michael Kratz is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016. He serves as a board member for St. Matthew Cemetery in St. Louis, focusing on investment policy and advisor performance. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Retired Founder/Business Owner
user avatar
firm logo

Joey M

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Joey Mcintyre is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with First Clearing, LLC since 2012 before joining Wells Fargo Advisors Financial Network in 2026. 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 range of planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Katherine C

Series 66

O Fallon, IL

LPL Financial

Katherine Clark is a financial advisor with LPL Financial in O’Fallon, Illinois. She holds the Series 66 designation and has two years of industry experience. Prior to joining LPL Financial, she worked at Divorce Dollars and Sense and has a background that includes roles in legal and court reporting firms. She is also a notary and operates a business named Haven by Clark. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment services, including access to model portfolios, third-party asset managers, and institutional platforms, supported by extensive advisor resources and technology.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Michael R

ChFC®, Series 63

Saint Louis, MO

Cetera

Michael Raeber is a financial advisor with Cetera, holding the ChFC® and Series 63 designations and bringing 44 years of industry experience. He has held positions at Cetera Advisors LLC and First Allied Securities, INC., among others. Raeber is involved with several nonprofit organizations, including the Crestwood-Sunset Hills Chamber of Commerce and the Kiwanis Club of Crestwood-Sunset Hills. Cetera Investment Advisers LLC serves a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options, providing access to affiliated and third-party managers and a variety of program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Brady W

Series 66, Series 63

St. Louis, MO

Wells Fargo Clearing

Brady Woelfel is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 66 and Series 63 licenses with five years of industry experience. His background includes roles at Wells Fargo Clearing Services, DiSys, TD Ameritrade, Walgreens, Illinois College, and Jersey Community High School. 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 roughly $671 billion in assets through more than 14,000 advisors, offering both brokerage and advisory solutions supported by comprehensive research and analytics.

Retired Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)