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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 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and UBS Financial Services. Outside of his advisory role, Joyce serves as a Golf Committee Member for the World Pediatric Project and is a member of the Board of Trustees at Oak Hill Academy. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is supported by proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.
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.
Samuel T
Series 65, Series 63
Chesterfield, MO
Raymond James Financial
Samuel Thomure is a financial advisor at Raymond James Financial in Chesterfield, MO. He holds Series 63 and Series 65 licenses and has worked in the financial industry since 2020, including positions at Buckingham Strategic Wealth, LLC, Focus Partners Wealth, LLC, and Guidestone Capital Partners. Prior to his financial career, he held roles outside of finance, including with FedEx and University of Missouri - Columbia. 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, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools and models to support client goals, and maintains specialized services such as municipal advisory work and SIMPLE IRA Employer Advisory & Consulting Services.
Jason H
CFP®, Series 66
St Louis, MO
Edward Jones
Jason Heldenbrand is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. Prior to joining Edward Jones, he was involved with 4 Corners LLC, an entity related to real estate, which he continues to own. He also co-administrates a family farm in St. Louis, Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.
Benjamin L
Series 63, Series 65
Creve Coeur, MO
LPL Financial
Benjamin Lecroy is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 22 years of industry experience. Prior to joining LPL Financial in 2021, he worked with firms including Naifa, The Compass Wealth Group LLC, and Waddell & Reed, Inc. He has also been involved with St. Francis of Assissi Catholic Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of advisors. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions.
Tammy M
Series 66, Series 63
Clayton, MO
Charles Schwab
Tammy Mc Garry is a financial advisor at Charles Schwab with five years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at TD Ameritrade and Charles Schwab Bank. Outside of her advisory role, she operates a personal coaching business called Free To Succeed. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment options with integrated brokerage, custody, and advisory services.
Andrew M
CFP®, Series 63, Series 65
Saint Albans, MO
LPL Financial
Andrew Mccollum is a CFP® professional affiliated with LPL Financial, with 14 years of industry experience. He worked at National Planning Corporation from 2011 to 2017 before joining LPL Financial in 2017. Outside of his advisory work, Mccollum serves as an assistant football coach at Eureka High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting a broad range of investment strategies through a network of more than 22,800 advisors.
Kurt H
Series 66
St. Louis, MO
Edward Jones
Kurt Hunter is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Elizabeth G
CFP®, Series 63, Series 66
St. Louis, MO
Edward Jones
Elizabeth Gilbertson is a CFP®-certified financial advisor with Edward Jones in St. Louis, MO, where she has worked since 2005. She holds Series 63 and Series 66 licenses and has 20 years of industry experience. 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 provides a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Michael W
Series 66
Chesterfield, MO
Cambridge Investment Research Advisors
Michael Wollenberg is a financial advisor at Cambridge Investment Research Advisors with six years of industry experience. He holds a Series 66 designation and has previously worked at The ON Equity Sales Company and Ohio National Insurance Agency. Outside of his advisory role, he is involved as a distiller and tour guide at Saint Louis Distillery and owns a college planning business. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base through thousands of Financial Professionals and offers both discretionary and non-discretionary management across multiple platforms.
Justin W
Series 66
St. Louis, MO
Edward Jones
Justin Welchko is a financial advisor with Edward Jones in Saint Charles, MO, holding the Series 66 designation and possessing 16 years of industry experience. He has been with Edward Jones since 2007. Outside of advising, he is listed as the owner of New Reliance LLC, a PC support business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.
Daniel M
Series 66
St. Louis, MO
Edward Jones
Daniel Mumma 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 2007. 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 nationwide network of financial advisors and branch offices.
Benjamin Z
Series 63, Series 65
Chesterfield, MO
Edward Jones
Benjamin Zuckerman is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and operates through a nationwide network of more than 23,700 financial advisors.
Travis M
Series 66
St. Louis, MO
Edward Jones
Travis Mayer is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he owns and operates a micro coffee roasting business, Solar Coffee Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory services and investment strategies, supported by a large network of financial advisors and branch offices nationwide.
Brian S
CFP®, Series 63, Series 65
St. Louis, MO
LPL Financial
Brian Stroup is a CFP®-certified financial advisor with LPL Financial in St. Louis, MO, where he has worked since 2005. He has 36 years of industry experience, including six years at Edward Jones prior to joining LPL. In addition to his advisory role, he holds life, health, disability, LTC insurance, and fixed annuities licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advisor-facing tools and a large network of over 22,800 advisors.
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3,294 advisors near
63025
within the area shown on the map
Out of 400,000+ nationwide