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Tammy M
CFP®, Series 63
Creve Couer, MO
Wells Fargo Advisors
Tammy Mudd is a CFP® credentialed financial advisor with 40 years of industry experience, currently practicing at Wells Fargo Advisors since 2025. She previously worked at Wells Fargo Clearing from 2016 to 2025. Additionally, she owns and operates GENERATIONSWMTMUDD, LLC, a business based in St. Charles, MO. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad range of planning options, including specialized services for business-owner transitions, sports and entertainment, special-needs analysis, and divorce planning.
Peter S
Series 63, Series 65
Chesterfield, MO
UBS Financial Services
Peter Sanfelippo II is a financial advisor with UBS Financial Services in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with UBS Financial Services since 2004. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.
Prem V
Series 63, Series 66
St. Louis, MO
Wells Fargo Clearing
Prem Vareedayah is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and eight years of industry experience. His career includes roles at Wells Fargo Clearing Services since 2018, as well as positions at RHI General Group, Connect DFW, State Farm, and the University of Missouri - Columbia. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets and employing over 14,000 financial advisors.
Rebecca H
Series 63, Series 65
Chesterfield, MO
Morgan Stanley
Rebecca Hance is a financial advisor at Morgan Stanley with 30 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2011 and holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.
Miles F
CFP®, Series 63, Series 66
Clayton, MO
Charles Schwab
Miles Feller Blakemore is a CFP®-designated financial advisor with eight years of industry experience. He has worked at Charles Schwab since 2018 and was previously employed at TD Ameritrade and Global Music Broadcasting Inc. Outside of his advisory work, he serves as a soccer official. 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 offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts using multi-asset model portfolios and centralized operational support.
William S
Series 63, Series 65
Chesterfield, MO
Morgan Stanley
William Sellenriek is a financial advisor at Morgan Stanley in Chesterfield, MO, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at UBS Financial and Minnesota Life Insurance Company. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and research, with a focus on advisory services rather than direct security recommendations.
Brooks K
ChFC®, Series 66
Chesterfield, MO
Mass Mutual Investors Services
Brooks Kickham is a ChFC® and holds a Series 66 license with 25 years of experience in the financial services industry. He has been with Mass Mutual Investors Services since 2001 and also operates Elite Financial Solutions, LLC, which provides financial advising and life and health insurance services. Additionally, he works as a mortgage loan originator with USA Mortgage. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using firm-approved tools to analyze client goals and deliver written recommendations.
Benjamin G
Series 63, Series 65
St Louis, MO
LPL Enterprise
Benjamin Gelt is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and six years of industry experience. He previously worked at Prudential Insurance Company of America, Grey Eagle Distributors, and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.
David F
CFP®, CFA®, Series 63, Series 65
St. Louis, MO
Wells Fargo Advisors
David Furst is a CFP® and CFA® credentialed advisor with 12 years of industry experience, currently with Wells Fargo Advisors in St. Louis, MO. He has been with Wells Fargo Clearing since 2016 and has operated Woodcraft of St. Louis since 2007. Outside of financial advising, he owns and manages an online goods store, Epsilon Goods, which he operates part-time. Wells Fargo Advisors 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 institutions. The firm provides a broad range of planning services and integrates advisory with other financial products, utilizing Wells Fargo’s research and planning tools.
David P
Series 63, Series 66
Frontenac, MO
Wells Fargo Clearing
David Pollack is a financial advisor at Wells Fargo Clearing with 45 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo since 2016. Outside of his advisory role, he has ownership interests in several broadcasting companies and serves as co-trustee for a family trust. 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 supported by research from Wells Fargo Investment Institute and third-party sources.
Leysa T
Series 63, Series 66
St. Louis, MO
Wells Fargo Clearing
Leysa Turner is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 credentials and 18 years of industry experience. She 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 roughly $671 billion in assets and uses research and analytics from Wells Fargo Investment Institute along with third-party data to inform its investment approach.
Cameron M
Series 66
St. Louis, MO
Fidelity
Cameron Mcelhaney is a financial advisor with Fidelity in St. Louis, MO, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Arsenal Business Growth and Dick's Sporting Goods. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage mutual funds, ETFs, and ETPs. The firm is noted for its registration with the CFTC as a commodity pool operator, advisory roles to registered investment companies, and the use of AI and systematic methodologies in portfolio management.
Matthew W
Series 66
Clayton, MO
Wells Fargo Clearing
Matthew Wacker is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 10 years of industry experience. He 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 while utilizing research from Wells Fargo Investment Institute and third-party databases.
Stephen U
Series 66
St Charles, MO
Wells Fargo Advisors
Stephen Ulmer is a financial advisor with Wells Fargo Advisors in St Charles, MO, holding a Series 66 designation and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, utilizing proprietary research and tools to develop tailored recommendations, with clients able to implement these recommendations through various brokerage or advisory programs.
Lindsay L
Series 66
St. Louis, MO
Wells Fargo Advisors
Lindsay Luebbehusen is a financial advisor at Wells Fargo Advisors with 15 years of industry experience and a Series 66 designation. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving 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, and special-needs analysis.
Robert S
Series 66
Chesterfield, MO
UBS Financial Services
Robert Stoner is a Series 66-licensed financial advisor at UBS Financial Services with 24 years of industry experience. He has been with UBS since 2015, working in Chesterfield, MO. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management, providing a broad range of capital markets services and proprietary research to support its advisory network.
Mark G
Series 63, Series 66
St Charles, MO
Thrivent Investment Management
Mark Gerler is a financial advisor with Thrivent Investment Management in St. Charles, MO, holding the Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering written recommendations on a wide range of financial topics without portfolio management or discretionary trading authority. The firm combines holistic, goal-based analyses with managed-account options under a consolidated billing program called “WealthPlan.”
Patricia K
Series 66
St. Louis, MO
Wells Fargo Clearing
Patricia Kempfer is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent five years at Edward Jones. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines brokerage and advisory solutions supported by its extensive research and analytics capabilities.
Peter S
CFP®, Series 63, Series 66
Saint Lous, MO
OSAIC
Peter Smith is a financial advisor with Osaic Wealth, holding a CFP® designation and securities licenses Series 63 and 66. He has 21 years of industry experience, having previously worked at U.S. Bancorp Investments and Edward Jones. He owns Artemis Wealth Solutions, an LLC that provides 401(k) services in partnership with Artemis Risk Solutions, a commercial insurance firm. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, and institutional clients through a multi-advisor platform offering comprehensive financial planning and a range of advisory and brokerage services. The firm emphasizes model-based asset allocation and portfolio optimization supported by various tools and offers both discretionary and advisor-managed investment strategies.
Mario G
Series 63, Series 65
Chesterfield, MO
Merrill
Mario Guzman is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he collaborates with clients to understand their current financial situations and introduce solutions available through Merrill and Bank of America. His work focuses on empowering clients to take control of their financial lives by choosing platforms that best fit their needs. Mario's expertise lies in assisting clients with managing various financial priorities, such as purchasing a home, saving for education, caring for elderly parents, and preparing for healthcare needs. As a Merrill Financial Solutions Advisor, he provides one-on-one guidance to define clients' goals and develop portfolio strategies tailored to those objectives. He offers ongoing advice and helps adapt portfolios as clients' situations evolve. He holds a Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the University of Missouri System. Additionally, Mario is associated with the United States Air Force Reserves.
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3,462 advisors near
63031
within the area shown on the map
Out of 400,000+ nationwide