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5,122 advisors near
63101
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Out of 400,000+ nationwide
Sean R
Series 63, Series 66
St. Louis, MO
Wells Fargo Advisors
Sean Rayner is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at FSC Securities Corporation in 2003. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, using Wells Fargo research and planning tools to develop tailored recommendations. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis.
William B
ChFC®, Series 63, Series 65
St Louis, MO
Cetera
William Borresen is a financial advisor with Cetera, holding the ChFC® designation as well as Series 63 and Series 65 licenses. He has 48 years of industry experience, including long tenures at Securian Financial Services and Renaissance Financial Corporation. Borresen is also involved with Renaissance Financial, where he provides securities, insurance, and advisory services, and he works as an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors and serves a diverse client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with options for discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.
Mason B
Series 63, Series 65
St. Louis, MO
Wells Fargo Advisors
Mason Burnham is a financial advisor with Wells Fargo Advisors in St. Louis, Missouri, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2011. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools to develop tailored client recommendations.
Douglas C
Series 63, Series 66
St Louis, MO
Edward Jones
Douglas Cissell is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 63 and Series 66 licenses 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, including pension plans, corporations, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.
Robert M
Series 63, Series 66
St. Louis, MO
Wells Fargo Advisors
Robert Makowski is a financial advisor with Wells Fargo Advisors in St. Louis, Missouri, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with Wells Fargo Advisors since 2018, following two years with Wells Fargo Clearing. Outside of his advisory role, he acts as power of attorney for his father. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and tools, delivering tailored recommendations supported by Wells Fargo research, while allowing clients flexibility in implementation through various brokerage or advisory options.
Nicole B
Series 63, Series 65
St. Louis, MO
Edward Jones
Nicole Bascombe is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 65 licenses with 19 years of industry experience. She previously worked at Morgan Stanley for seven years and RBC Capital Markets for one year before joining Edward Jones in 2023. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.
Greg S
Series 66
Collinsville, IL
Thrivent Investment Management
Greg Stellhorn is a financial advisor with Thrivent Investment Management in Collinsville, IL, holding a Series 66 credential and possessing 11 years of industry experience. He has been with Thrivent Financial and its investment management arm since 2014. Outside of his advisory role, Stellhorn serves on the board of directors for Camp Wartburg, a Christian retreat and summer camp facility. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based financial planning without discretionary portfolio management, focusing on a wide range of planning topics including retirement, tax, estate, and special needs planning.
Jonah M
Series 66, Series 63
St. Louis, MO
Fidelity
Jonah Mahowald is a financial advisor at Fidelity with five years of industry experience. He holds the Series 63 and Series 66 licenses. His prior work includes roles at Wells Fargo Clearing Services LLC and KocoureK Motor Company. Fidelity’s Strategic Advisers LLC, where Jonah is based, provides investment management and advisory services to both retail and institutional clients. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering services that include discretionary portfolio management and fund advisory across various investment vehicles.
Nancy D
Series 63, Series 66
St. Louis, MO
Wells Fargo Advisors
Nancy Diak is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. Her career includes multiple roles within Wells Fargo Clearing and Wells Fargo Advisors since 2008, as well as previous work at A. G. Edwards & Sons, Inc. She has an ownership interest in a small business selling Scentsy products. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services, using proprietary research and tools to develop tailored recommendations.
Vijay B
Series 63, Series 65
St. Louis, MO
LPL Financial
Vijay Brahmbhatt is a financial advisor with LPL Financial in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at Commerce Brokerage Services Inc and Northwestern Mutual firms. He has been involved with Metro East Legacy FC for over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by operational tools, while managing over $819 billion in discretionary assets.
David M
Series 66
St. Louis, MO
STIFEL
David Monroe is a financial advisor at Stifel in St. Louis, MO, holding a Series 66 designation with three years of industry experience. He has been with Stifel since 2017, following a year at Gradstaff. Stifel serves a diverse client base including individual, institutional, charitable, and municipal clients, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.
Jonathan M
Series 66
St. Louis, MO
Edward Jones
Jonathan Miner is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and previously worked at Stifel Nicolaus for 15 years before joining Edward Jones in 2023. 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, including discretionary and non-discretionary strategies, with a nationwide network of more than 23,700 financial advisors.
Christopher B
Series 66
St Louis, MO
Edward Jones
Christopher Bowers is a Series 66-credentialed financial advisor with Edward Jones, based in St. Louis, MO. He has been with Edward Jones for 10 years. 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 services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Scott M
Series 63, Series 65
Frontenac, MO
Wells Fargo Clearing
Scott Meine is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.
Elizabeth N
Series 66
St. Louis, MO
Edward Jones
Elizabeth Nguyen is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo for nine years. 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 supported by a nationwide network of over 23,700 financial advisors.
Charles E
Series 66
Clayton, MO
Merrill
Charles Erker serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. With 39 years of experience in financial services, he specializes in areas such as college education planning, divorce transition planning, liquidity management, philanthropic planning, individual and corporate investment strategy, tax minimization, and retirement income. Charles works closely with clients to develop personalized, integrated financial plans that consider their unique perspectives and priorities. He holds a Bachelor's Degree from the University of Kansas and the Professional Investment Advisor (PIA) designation. Charles is involved in his community through his participation on the Access Academies Financial Strategy and Asset Management committee as well as the Cor Jesu Academy Endowment Committee. Outside of his professional endeavors, he has personal interests in boating, music, photography, and writing.
Tyler C
Series 66
St Louis, MO
Edward Jones
Tyler Carmack is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Steris, O'Fallon Brewery, Midwest Pool Management, and Xavier University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining a large network of financial advisors and branch offices nationwide.
Peter F
CFP®, Series 63, Series 65
Frontenac, MO
STIFEL
Peter Flanigan is a CFP® professional with 42 years of experience in the financial industry. He has worked at Stifel Nicolaus & Co Inc since 2019 and held previous positions at Bank of America and Merrill. Stifel serves a broad 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 that supports client decision-making in areas such as asset allocation and retirement planning.
Daniel W
Series 63, Series 66
St Louis, MO
Edward Jones
Daniel Will is a financial advisor at Edward Jones with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2020. Prior to that, he spent nine years at Round Room. Outside of his advisory role, he serves on a membership committee for a local networking organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets and offers a variety of investment strategies and affiliated financial services through a large nationwide network of advisors and branch offices.
Vanessa V
Series 66
Maryland Heights, MO
Edward Jones
Vanessa Valentino is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and bringing 11 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
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5,122 advisors near
63101
within the area shown on the map
Out of 400,000+ nationwide