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Kristina K
Series 66
St. Louis, MO
Edward Jones
Kristina Knutson is a financial advisor at Edward Jones in Chesterfield, MO, with 18 years of experience in the industry. She holds a Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.
Paul G
Series 66
St. Louis, MO
Edward Jones
Paul Graser is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory work, he serves as an umpire for baseball tournaments and league games with Triple-Play Tournaments in St. Charles, MO. 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 programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.
Paul F
Series 63, Series 65
Saint Albans, MO
LPL Financial
Paul Funkhouser is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He previously worked at National Planning Corporation for 10 years before joining LPL Financial in 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.
Nicole Anna M
Series 63, Series 66
St Louis, MO
Raymond James & Associates
Nicole Anna Mc Ilwaine is a financial advisor with Raymond James & Associates in St. Louis, MO, holding Series 63 and Series 66 licenses and 25 years of industry experience. She previously worked at Edward Jones for 14 years before joining Raymond James in 2020. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.
Todd K
CFP®, Series 63
Chesterfield, MO
Raymond James Financial
Todd Krentz is a CFP® with 25 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has worked at Raymond James since 2018 and previously spent nine years at Stifel Nicolaus & Co. Inc. Krentz serves as President of Krentz Financial Group, a position he has held since 2018. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, while maintaining specialized programs for municipal finance and SIMPLE IRA employer advisory services.
Edward D
Series 66
St. Louis, MO
Edward Jones
Edward De Vault II is a financial advisor with Edward Jones in St. Louis, MO. He holds a Series 66 designation and has 16 years of industry experience, including over 17 years with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Sui K
Series 66
St. Louis, MO
Edward Jones
Sui Kiu is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.
Jessica L
Series 66
St. Louis, MO
Edward Jones
Jessica Luebke is a financial advisor at Edward Jones with 12 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers discretionary and non-discretionary investment strategies, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.
Douglas C
Series 63, Series 65
St Louis, MO
Raymond James & Associates
Douglas Coombs is a financial advisor with Raymond James & Associates in St. Louis, MO, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Raymond James Associates since 2009. Outside of his advisory role, he serves on the Kirkwood Citizens Finance Committee. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services supported by extensive research and a variety of portfolio management strategies.
Bradley T
CFP®, Series 63, Series 65
St. Louis, MO
LPL Financial
Bradley Tinnin is a CFP® with 26 years of experience in the financial services industry. He is currently with LPL Financial and previously worked for Prudent Investor Services, Inc. and OSAIC for 20 years. In addition to his advisory work, he is a licensed insurance agent and serves as a notary. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations. The firm offers a wide range of advisory programs and financial planning services, utilizing various model portfolios and research resources.
Cody K
CFP®, Series 66
St. Louis, MO
Edward Jones
Cody Knight is a financial advisor at Edward Jones in St. Louis, MO, holding the CFP® and Series 66 designations with four years of industry experience. His prior roles include positions at Retire Once Financial Management, AE Wealth Management, Citigroup, and Wells Fargo Advisors. 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 broad range of investment strategies and advisory services through a nationwide network of more than 23,700 advisors and over 15,000 branch offices.
Charles G
Series 66
Chesterfield, MO
Wells Fargo Clearing
Charles Grbcich is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than is typical for large institutional advisers.
Heather B
Series 66
St. Louis, MO
Edward Jones
Heather Boyet is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and bringing 17 years of industry experience. She has been with Edward Jones since 2007. Outside of her advisory role, she assists with fireworks sales for a short period each year. 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.
Aaron R
Series 66
St. Louis, MO
Edward Jones
Aaron Richardson is a financial advisor with Edward Jones in Lake St. Louis, MO, holding a Series 66 license and 16 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, Richardson is involved in entertainment publishing through A'n'SR Entertainments, LLC, where he creates, edits, and negotiates distribution contracts for various media, and he also participates in game demonstrations for Mantic Games at local events. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Richard J
Series 63, Series 65
Frontenac, MO
STIFEL
Richard Joyce is a financial advisor at Stifel with 12 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. He serves on the boards of the World Pediatric Project and Oak Hill Academy, contributing to their governance. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing forward-looking analyses to support client decision-making.
Harvey Z
Series 63, Series 65
Chesterfield, MO
Morgan Stanley
Harvey Ziegler is a financial advisor with Morgan Stanley in Chesterfield, MO, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is a non-managing partner in Ziegler Brothers Farm LLC and serves on the advisory board of Woodlawn Chapel Presbyterian Church. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a discovery-based process, offering a broad range of retail and institutional investment services.
Samantha C
Series 66
St. Louis, MO
Edward Jones
Samantha Chartrand is a financial advisor at Edward Jones with 12 years of industry experience. She holds the Series 66 credential and has been with Edward Jones since 2011. 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 programs and investment solutions through a large nationwide network of financial advisors and branch offices.
Jaime S
Series 66
St. Louis, MO
Edward Jones
Jaime Signorino is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, Jaime worked for Banana Republic for twelve years. Outside of advising, Jaime manages rental properties in St. Louis. Edward Jones is a full-service wealth management firm serving individual and institutional clients with various investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.
Matthew H
Series 63, Series 66
St. Louis, MO
Edward Jones
Matthew Harmon is a financial advisor with Edward Jones in St. Louis, MO, holding the Series 63 and Series 66 designations and possessing 11 years of industry experience. He previously worked at TD Ameritrade and Scottrade before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Christopher B
Series 66
Clayton, MO
UBS Financial Services
Christopher Booker is a financial advisor at UBS Financial Services with a Series 66 designation and two years of industry experience. His background includes time spent with the XFL Houston Roughnecks and roles in academic institutions such as Ohio State University and the University of Dayton. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and proprietary research to tailor client strategies.
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3,281 advisors near
63025
within the area shown on the map
Out of 400,000+ nationwide