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3,677 advisors near
63005
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Out of 400,000+ nationwide
Eleanor J
CFP®, Series 63, Series 65
Chesterfield, MO
Wells Fargo Advisors
Eleanor Jacobs is a CFP®-certified financial advisor with 32 years of industry experience. She is currently with Wells Fargo Advisors and has worked within the Wells Fargo organization since 2009. Outside of her advisory role, she has ownership interests in investment-related businesses including MAGIS, LLC and E JACOBS CFP, LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include cash-flow, retirement, education, risk, wealth-transfer, and specialized services such as business-owner transition and special-needs planning. Advisors use firm research and planning tools to develop tailored recommendations, with implementation options available through brokerage or advisory programs.
Richard W
Series 63, Series 65
Chesterfield, MO
Merrill
Richard Wurl is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He collaborates with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals. Drawing on resources from Merrill and Bank of America, he provides insights and banking solutions tailored to changing market conditions. Richard holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his Bachelor's Degree from Truman State University and his Master's Degree from Saint Louis University. In addition to his professional work, Richard participates in community volunteer activities in line with Merrill's tradition of serving the communities where they operate.
Patrick C
Series 66
Chesterfield, MO
Edward Jones
Patrick Clarkin is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018, following a 15-year tenure at Charles L Crane Agency. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. 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.
Tonie C
Series 66
St. Louis, MO
Edward Jones
Tonie Coleman is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, where she has worked since 2011. She has 14 years of industry experience. Outside of her advisory role, she works part-time as a Merchandise Associate at TJX Company/Home Goods. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 advisors and extensive affiliated financial services.
Jeffrey C
Series 66, Series 63
Kirkwood, MO
LPL Financial
Jeffrey Cary is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 66 and Series 63 designations and has been with LPL Financial since 2000. Outside of his advisory work, he owns and operates Cary's Mound Farm. LPL Financial is a registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, and institutions, offering diverse advisory programs and financial planning services through a national network of representatives.
Alan G
Series 66
St. Louis, MO
Edward Jones
Alan George is a financial advisor with Edward Jones in Saint Louis, MO, holding the Series 66 designation and 13 years of industry experience. Outside of his advisory role, he is involved with K1 Creative, Froschner Creative, and T&J Restaurants. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors.
Adam H
Series 66
St. Louis, MO
Edward Jones
Adam Hendrickson is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, where he has worked since 2006, accumulating 20 years of industry experience. Aside from his advisory role, he owns a rental property in St. Louis. 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 large network of financial advisors and branch offices nationwide.
Lindsay B
Series 66
St. Louis, MO
Edward Jones
Lindsay Baumgartner is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 credential and 14 years of industry experience. She has been with Edward Jones since 2008 and also works as a certified pharmacy technician at Walgreens. Additionally, she operates a self-employed dog and house sitting business in the St. Louis area. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.
Paul M
Series 66
St. Louis, MO
Edward Jones
Paul Myers is a financial advisor at Edward Jones in St. Louis, MO, with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. 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 discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.
Benjamin B
Series 66
Creve Coeur, MO
LPL Financial
Benjamin Briney is a financial advisor with LPL Financial in Creve Coeur, MO, holding a Series 66 designation and over three years of industry experience. Before joining LPL Financial in 2022, he spent sixteen years at Truman State University and has been involved with Westminster Christian Academy since 2021. Outside of advising, he is actively engaged in volleyball coaching and management through multiple organizations, including Youth Volleyball Clubs Group LLC and Maryville University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a broad range of financial planning and advisory programs, utilizing model portfolios, third-party research, and various investment strategies, alongside additional products such as insurance and lending services.
Timothy G
Series 66
St Charles, MO
Thrivent Investment Management
Timothy Gerler is a Series 66-licensed financial advisor with Thrivent Investment Management, where he has worked since 2006, accumulating 19 years of industry experience. He serves on the Education Ministry Team Board at Immanuel Lutheran School, participating in monthly meetings to provide feedback on school matters. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based financial planning without discretionary trading authority. The firm integrates planning with managed accounts under a consolidated billing system called “WealthPlan,” while maintaining separate planning and investment management functions.
Jonathan H
Series 66
Chesterfield, MO
Mass Mutual Investors Services
Jonathan Herdler is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has one year of industry experience, having previously worked at MassMutual Life Insurance Company and MML Investors Services, LLC since 2025. Outside of finance, he has experience in advertising and media sales as an account executive at OUTFRONT Media since 2021. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.
Robyn L
Series 63, Series 66
St. Peters, MO
Raymond James Financial
Robyn Longenecker is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. She has been with Raymond James since 2015. Outside of her advisory role, she works as a group fitness trainer and officiates high school basketball games. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm provides tailored, non-discretionary consulting using risk profiling and analytical modeling, and supports its clients through a large network of advisors and specialized programs.
Ashley W
Series 66
St. Louis, MO
Edward Jones
Ashley Wallace is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a national network of more than 23,700 financial advisors and 15,000 branch offices.
Kraig R
CFP®, Series 66
St. Louis, MO
Cetera
Kraig Rehkemper is a CFP® with five years of industry experience, currently serving as a financial advisor at Cetera in St. Louis, MO. He has prior experience at Aetna and operates MSMF Wealth Management as a strategic allocation specialist. Cetera Investment Advisers LLC is a large SEC-registered firm that supports a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.
William W
CFP®, Series 63
St Louis, MO
Edward Jones
William Welborn is a CFP® professional with 20 years of industry experience. He has been with Edward Jones since 2014. 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 under management and offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.
Robin M
Series 63, Series 65
O'Fallon, MO
LPL Financial
Robin Marchbanks is a financial advisor with LPL Financial in O'Fallon, Missouri, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory role, he serves as a notary public in Missouri and is involved with Midwest Home Inventory Services, LLC, as well as the Scott Biondo Detective Agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and a variety of investment strategies.
Arica H
Series 66
Maryland Heights, MO
Edward Jones
Arica Harris is a financial advisor at Edward Jones with 12 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2013. 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 strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds.
Yen S
CFP®, Series 66
St. Louis, MO
Edward Jones
Yen Schicke is a CFP® and holds a Series 66 designation with 20 years of industry experience. She has been with Edward Jones since 2015, based in Tempe, AZ. 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 options. The firm manages approximately $1.01 trillion in assets through a large network of over 23,700 financial advisors and offers both discretionary and non-discretionary investment strategies under a fiduciary standard.
Eaton G
Series 66
St. Louis, MO
Edward Jones
Eaton Gowan is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2023, he worked at Oberweis Dairy and Lowe’s, and has experience associated with Bradley University and local community organizations including Webster Groves Ice Arena and Webster Groves High School. 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 large nationwide network of advisors and branch offices, with approximately $1.01 trillion in assets under management.
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3,677 advisors near
63005
within the area shown on the map
Out of 400,000+ nationwide