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Nicholas C

Series 66

Frontenac, MO

Merrill

Nicholas Chute is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping families manage new wealth, minimize taxes, and plan for retirement income. His professional experience includes work in mortgages and banking prior to his current role. Nicholas holds a Bachelor of Science degree in Business Administration from Southern New Hampshire University and is designated as a Personal Investment Advisor (PIA). He is committed to assisting clients in reaching their most important financial goals. Born and raised in St. Louis to a military and police family, Nicholas continues his legacy of service through promoting financial wellness in his community. He is involved with organizations such as Backstoppers and the Veterans Community Project. Outside of work, he enjoys camping, cooking, fishing, genealogy, hiking, reading, and running.

Retirement income strategy Tax-loss harvesting Income planning General retirement planning Married/Couples/Partners Parents
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William M

Series 63, Series 66

St Louis, MO

Charles Schwab

William Murphy is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and four years of industry experience. He has previously worked at TD Ameritrade and held positions in the automotive and retail sectors. 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 and discretionary investment options, using multi-asset model portfolios and a range of alternative investment solutions.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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Marcus S

Series 66

St Louis, MO

Ameriprise

Marcus Sierawski is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and manages Buckhurst, LLC, a business related to his Ameriprise activities. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Danielle N

Series 66

St. Louis, MO

STIFEL

Danielle Narike is a financial advisor at Stifel with two years of industry experience. She holds a Series 66 designation and has been with Stifel Financial Corp since 2016. Prior to her current role, she was associated with Sign of the Arrow for eight years. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment analysis is based on a proprietary methodology developed by its Investment Strategy Group, providing asset allocation and planning tools intended to support client decision-making.

General retirement planning Income planning
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David C

Series 66

St. Louis, MO

Cetera

David Corley is a Series 66-credentialed financial advisor with one year of industry experience, currently affiliated with Cetera. His previous roles include positions at Cetera Wealth Services, LLC and Renaissance Financial, where he also serves as an investment advisory operations assistant. Outside of his advisory work, Corley is head coach for a youth volleyball team in Fenton, Missouri. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base that includes individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, supporting both discretionary and non-discretionary strategies.

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

Series 66

St. Louis, MO

STIFEL

Timothy Noa is a Series 66-licensed financial advisor at Stifel with two years of industry experience. Before joining Stifel in 2024, he held roles at Patrick Accounting and Whirks and The Collective Blueprint. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

General retirement planning Income planning
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Christopher H

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Christopher Hoover is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a FINRA arbitrator for financial services disputes. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients, providing investment and fee-based financial planning services. The firm offers a broad range of planning services and tools, allowing advisors to deliver tailored recommendations across various financial needs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Mitchell T

Series 66

Chesterfield, MO

Morgan Stanley

Mitchell Tusing is a financial advisor at Morgan Stanley with five years of industry experience. He previously worked at UBS Financial Services and CapGrow Home Mortgage. Outside of his advisory role, he serves as a founder and board member of the Mizzou Lacrosse Alumni Association and is the treasurer of the Cherry Hill West Homeowners' Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with tailored financial planning and a broad array of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools.

General estate planning guidance
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Gary K

Series 63, Series 65

Frontenac, MO

STIFEL

Gary Keesling is a financial advisor with Stifel in Frontenac, MO, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Stifel Nicolaus & Co. since 2010. Outside of his advisory work, he serves as president of the Semper Fi Society of St. Louis, a nonprofit supporting the Marine Corps through programs such as Toys for Tots and the Gold Star Family Luncheon. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Abbey I

Series 63, Series 65

St. Louis, MO

STIFEL

Abbey Inlow is a financial advisor at Stifel with 21 years of industry experience. She has been with Stifel Nicolaus & Co since 2008 and holds Series 63 and Series 65 licenses. Stifel serves a wide range of clients, 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 to provide asset allocation and planning analyses, with clients retaining discretion over implementation.

General retirement planning Income planning
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Matthew N

Series 66

St. Louis, MO

Wells Fargo Clearing

Matthew Ney is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding a Series 66 license with five years of industry experience. His prior roles include positions at Edward Jones and Morrinson Wealth Management, as well as community involvement with Hollywood Casino and Santa Clara University. 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 with more than 14,000 advisors, providing both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Maurice S

Series 63, Series 65

Frontenac, MO

STIFEL

Maurice Schutte is a financial advisor at Stifel with 29 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Bank of America, N.A. for 10 years before joining Stifel Nicolaus & Co Inc. in 2021. Outside of his advisory role, he manages Mo Jeanne Properties LLC, assisting in locating and managing investment properties. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment analysis methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Connor H

Series 65, Series 63

St Louis, MO

Raymond James & Associates

Connor Henrichs is a financial advisor with Raymond James & Associates, holding Series 65 and Series 63 licenses and two years of industry experience. His prior experience includes roles at TD Ameritrade, Edward Jones Investments, and Egyptian Workspace Partners. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services, drawing on a variety of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Tammy M

CFP®, Series 63

Creve Couer, MO

Wells Fargo Advisors

Tammy Mudd is a CFP®-designated financial advisor with 40 years of industry experience currently at Wells Fargo Advisors. She has held various roles within Wells Fargo, including Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning over 15 years. Tammy is also the owner of GENERATIONSWMTMUDD, LLC, a business based in St. Charles, MO. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting specific net-worth criteria, utilizing Wells Fargo research and planning tools to develop customized recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Jack L

Series 66

St Louis, MO

Cetera

Jack Lammert is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. He has worked with Cetera and Renaissance Financial since 2023. Outside of his advisory role, he was previously involved in a retail business, Discount Smokes and Beer. Cetera Investment Advisers LLC is a large SEC-registered firm that serves individual, corporate, charitable, and institutional clients. The firm offers a range of investment management and financial planning services through a multi-manager platform with access to various portfolio models and program structures.

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

Retired Founder/Business Owner
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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.

General estate planning guidance
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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.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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William S

Series 63, Series 65

Chesterfield, MO

Morgan Stanley

William Sellenriek is a financial advisor with Morgan Stanley in Chesterfield, MO, holding Series 63 and Series 65 licenses and three years of industry experience. He previously worked at UBS Financial and Minnesota Life Insurance Company, among other firms. Morgan Stanley Wealth Management serves both individuals and institutional clients, providing a range of advisory programs and tailored financial planning using firm‑approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct and corporate financial planning agreements.

General estate planning guidance
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Benjamin G

Series 63, Series 65

St Louis, MO

LPL Enterprise

Benjamin Gelt is a financial advisor at LPL Enterprise with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America and Grey Eagle Distributors. He has also been involved with the LA Rams and McAdam LLC. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to various advisory programs, combining investment advisory services with brokerage and insurance products through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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