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Kevin H
Series 66
St. Louis, MO
Wells Fargo Advisors
Kevin Hereford is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 17 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he owns Home Field Advantage Wealth Management LLC and serves as a trustee for several family trusts. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with a focus on tailored recommendations delivered through discrete planning engagements.
Brandon B
Series 66
St. Louis, MO
Edward Jones
Brandon Bieser is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2004. 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, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.
Avery B
Series 63, Series 66
St. Louis, MO
Fidelity
Avery Braun is a Financial Consultant who collaborates with clients to develop customized financial plans tailored to their family's specific financial situations, goals, and needs. In this role, Avery provides clients with tools and resources and aims to build trusting and reliable relationships. From 2020 to 2022, Avery worked as an Advanced Trading Specialist at TD Ameritrade, gaining experience in trading and financial markets. In personal time, Avery engages in activities such as baseball, family activities, fishing, fitness, hiking, and traveling.
Jeffery S
Series 65, Series 63
St Louis, MO
Primerica Advisors
Jeffery Stillwell is a financial advisor with Primerica Advisors in St. Louis, MO, holding Series 65 and Series 63 licenses and bringing two years of industry experience. His prior work includes roles at PFS Investments Inc., Primerica Financial Services, Parkway School District, and international experience with Elantas Malaysia and Northstar Associates Sdn. Outside of advisory activities, he is involved in the sales of loan products and home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven investment strategies and offers a range of discretionary separately managed account options, supported by third-party custodians and overlay managers.
Christopher Y
Series 66
Chesterfield, MO
Morgan Stanley
Christopher Yount is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has previously worked at Stifel Nicolaus & Co., Merrill Lynch, Pierce, Fenner & Smith, and Edward Jones. Outside of his advisory roles, he was involved with the Kirkwood United Soccer Club for five years. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.
Jared F
Series 63, Series 65
St. Louis, MO
LPL Financial
Jared Freese is a financial advisor with LPL Financial in St. Louis, MO, holding Series 63 and Series 65 credentials and 14 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Northwestern Mutual in various roles from 2011 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and access to third-party asset management, supported by extensive operational and research tools.
Phillip H
Series 66
Chesterfield, MO
Ameriprise
Phillip Hawkey is a financial advisor at Ameriprise with 24 years of industry experience and holds the Series 66 designation. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he assists with a small part-time retail activity involving DoorDash to support his wife. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on generating dependable income and tax-aware withdrawal strategies for clients nearing or in retirement.
Danielle V
Series 66
Ellisville, MO
Edward Jones
Danielle Vieth is a financial advisor at Edward Jones in Ellisville, MO, holding a Series 66 designation with 16 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients and managing approximately $1.01 trillion in assets. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard.
Cindy L
Series 63, Series 66
St. Louis, MO
Edward Jones
Cindy Lutjen is a financial advisor with Edward Jones in Tempe, AZ, holding Series 63 and Series 66 credentials and 23 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs and investment solutions, operating under a fiduciary standard, and is notable for its extensive national network of advisors and branches.
Jonathan R
Series 63, Series 66
Ellisville, MO
Primerica Advisors
Jonathan Randolph is a financial advisor with Primerica Advisors in Ellisville, MO, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade, and Severin Investments LLC. Outside of finance, he operates a small business called Small Jobs by Jon. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients under a wrap-fee structure.
Brian M
Series 66
St. Louis, MO
Edward Jones
Brian Matthews is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and six years of experience with the firm. Prior to joining Edward Jones in 2018, he worked in the travel industry and co-owns a travel agency. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.
Erin Z
Series 63, Series 66
St Louis, MO
Edward Jones
Erin Zawalski is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 registrations and seven years of industry experience. Prior to joining Edward Jones, she worked at Commerce Bank and L.J. Hart & Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.
Nicole H
Series 66
St. Louis, MO
Edward Jones
Nicole Hatfield is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at Advanced Resources, Enterprise Holdings, Washington University in St. Louis, and Maritz Global Events. Outside of her advisory work, she sells miscellaneous items on eBay. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm is notable for its extensive network of financial advisors and branches, affiliated mutual funds, and fiduciary standard in providing advisory services.
Robert T
Series 66
St. Louis, MO
Edward Jones
Robert Toner is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with nine years of industry experience. He worked at William Blair Investment Management LLC for seven years before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors. The firm operates under a fiduciary standard and offers both discretionary and non-discretionary strategies, including tax-efficient services and access to affiliated mutual funds and alternative investments.
Megan K
Series 66
St. Louis, MO
Edward Jones
Megan Konstantopoulos is a financial advisor at Edward Jones with 16 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2009. The firm, Edward Jones, is a full-service wealth management company serving over four million individual and institutional clients. It offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.
Joseph C
Series 63, Series 66
Saint Louis, MO
Edelman Financial Engines
Joseph Cates is a financial advisor at Edelman Financial Engines with two years of industry experience. He previously worked at LPL Financial LLC and Citigroup. Outside of finance, he has experience in fitness instruction through roles at Kaw Valley Crossfit and CrossFit Wildwood. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, managing diversified portfolios with a long-term investment approach.
Gail K
Series 66
St Louis, MO
Primerica Advisors
Gail Knop is a Series 66-licensed financial advisor with Primerica Advisors, based in St. Louis, MO, and has five years of industry experience. She has worked with Primerica Advisors since 2022 and previously held roles at Avantax Advisory Services, Avantax Insurance Agency, and Avantax Investment Services from 2020 to 2022. Outside of her advisory work, she owns and operates It All Adds Up, LLC, a business focused on accounting, bookkeeping, and tax services. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and offers a tiered wrap-fee structure, delegating trading responsibilities to BNY Mellon Advisors.
Scott T
CFP®, CFA®, Series 63, Series 66
St. Louis, MO
Edward Jones
Scott Thoma is a financial advisor at Edward Jones in St. Louis, MO, holding the CFP® and CFA® designations with 28 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he serves as a statistician for Fox Sports at St. Louis Blues games. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages over $1 trillion in assets and is notable for its extensive network of financial advisors and branch offices.
Rebecca R
Series 66
St. Louis, MO
Edward Jones
Rebecca Reed is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with seven years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a network of around 23,701 financial advisors. The firm offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.
Austin C
Series 63, Series 65
Chesterfield, MO
Fidelity
Austin Crump is a Financial Consultant currently working at Fidelity Investments since 2025. In this role, he partners with clients to educate, develop, and execute financial plans aimed at helping them achieve their goals. Austin has held various positions within the financial advisory field, including Investment Consultant at Fidelity Investments starting in 2025, Financial Advisor at Integrity Wealth Solutions in 2025, Insurance Broker at The Assurance Group in 2025, and Managing Partner at Modern Woodmen of America from 2023 to 2025. Outside of his professional career, Austin has interests in fitness, football, social events with friends, golf, music, and pets.
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3,294 advisors near
63025
within the area shown on the map
Out of 400,000+ nationwide