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2,116 advisors near
63069
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Out of 400,000+ nationwide
Emily D
Series 63, Series 66
Wildwood, MO
Mass Mutual Investors Services
Emily Donaldson is a financial advisor at Mass Mutual Investors Services with eight years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Spire Investment Partners and RFG Advisory, LLC. Emily is based in Wildwood, Missouri. 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 tools to deliver goal-based recommendations.
Garricka R
Series 66
St. Louis, MO
Edward Jones
Garricka Roberts is a financial advisor at Edward Jones with seven years of industry experience and holds a Series 66 designation. Prior to joining Edward Jones, Roberts worked at Wells Fargo Clearing Services LLC for seven years. Roberts has also been involved with the Sophia M. Sachs Butterfly House. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.
Elaine G
Series 66
Wildwood, MO
Edward Jones
Elaine Gwin is a financial advisor at Edward Jones with nine years at the firm and a total of four years of industry experience. She holds the Series 66 designation and previously worked at Creatives on Call for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial services, supported by a nationwide network of over 23,000 advisors and 15,000 branch offices.
Shaun G
Series 63, Series 65
Chesterfield, MO
OSAIC
Shaun Griese is a financial advisor with OSAIC in Chesterfield, MO, holding Series 63 and Series 65 licenses and 23 years of industry experience. His prior roles include positions at Woodbury Financial Services, Questar Capital Corporation, OneAmerica Securities, and American United Life. Outside of advising, he is a silent partner in a real estate wholesaling and rehabbing business. OSAIC Wealth serves a diverse clientele including retail, high-net-worth, institutional, retirement plan, charity, and corporate clients. The firm offers brokerage and advisory services emphasizing model-based asset allocation and portfolio optimization through a multi-advisor platform.
Andrew B
Series 66
St. Louis, MO
Edward Jones
Andrew Boyd is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 credential with six years of industry experience. His prior roles include positions at Vanguard and time spent at Columbia University, as well as five years of service in the US Army. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.
Donald T
Series 63, Series 65
St Louis, MO
Cetera
Donald Tinnin is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been affiliated with Cetera and Cetera Wealth Services since 2013. Tinnin serves as chairman of the Finance Committee for Memorial United Methodist Church. Cetera Investment Advisers LLC is an SEC-registered firm that offers a range of portfolio management and financial planning services to individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm operates a multi-manager platform providing access to affiliated and third-party managers across various program structures.
Justin H
Series 66
Chesterfield, MO
Fidelity
Justin Hitzfeld is a Financial Consultant who emphasizes providing a top-tier client experience by collaborating with fellow financial professionals to build lasting relationships based on integrity and trust. His professional background includes roles as a Planning Consultant at Fidelity Investments from 2022 to 2024, a Senior Financial Consultant at TD Ameritrade from 2017 to 2021, and a Financial Specialist II at PNC Investments from 2012 to 2017. Outside of his professional career, Justin's personal interests include board games, family activities, music, reading, and writing.
John B
Series 66
St Louis, MO
Charles Schwab
John Benson is a financial advisor with Charles Schwab who holds a Series 66 designation and has 10 years of industry experience. He previously worked at TD Ameritrade, Scottrade, and First Command Advisory Services. Outside of his advisory role, he engages in woodworking as a hobby and creates furniture and household goods, which he plans to sell. 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 solutions supported by multi-asset model portfolios and centralized operational resources.
Elaine M
Series 66
St. Louis, MO
Edward Jones
Elaine Metcalf is a financial advisor at Edward Jones with 19 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2006. Outside of her advisory role, she is involved in a family-owned nail salon business, where she supervises employees and handles general operations. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
Kendra Z
Series 66
St. Louis, MO
Edward Jones
Kendra Zengil is a financial advisor at Edward Jones in St. Louis, MO, with 11 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2015. Outside of her advisory role, she is the owner of Levee Farms LLC. Edward Jones is a full-service wealth management firm serving 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 advisory programs, investment strategies, and affiliated financial services.
Cory L
Series 66
St. Louis, MO
Edward Jones
Cory Ledbetter is a financial advisor at Edward Jones in St. Louis, MO, with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2006. 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 services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.
Preston J
CFP®, Series 63, Series 65
St. Louis, MO
Edward Jones
Preston Jordan is a CFP® professional with 15 years of industry experience, currently serving at Edward Jones since 2017. Prior to joining Edward Jones, he worked for FTB Advisors, Inc. from 2014 to 2017. He is based in St. Louis, MO. 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 under management through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Kevin L
Series 63, Series 65
Town and Country, MO
LPL Financial
Kevin Loyd Jr. is a financial advisor at LPL Financial with 24 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at firms including Cetera Advisors LLC, First Allied Advisory Services, and National Planning Corporation. Outside of his advisory role, he owns SHM Comics, LLC, a home-based business unrelated to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
Brandon W
CFP®, Series 66
Manchester, MO
Edward Jones
Brandon Weisenborn is a CFP® and holds a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across wealth segments, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies and affiliated financial services supported by a national network of more than 23,700 financial advisors.
Claudia A
Series 66
St. Louis, MO
Edward Jones
Claudia Aulik is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and having 16 years of industry experience. She has been with Edward Jones since 2007, totaling 19 years at the firm. 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 range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.
Stephanie R
Series 66
St. Louis, MO
Edward Jones
Stephanie Richardson is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 credential and 16 years of industry experience. She has been with Edward Jones for 21 years. Outside of her advisory work, she is the creator, editor, and publisher of A'n'SR-entertainments, an entertainment publishing business specializing in comic books, games, and fiction. 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 through a nationwide network of about 23,701 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.
Christopher G
Series 66
St. Louis, MO
Edward Jones
Christopher Gosney is a financial advisor with Edward Jones in Saint Louis, MO, holding a Series 66 designation and 16 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 manages approximately $1.01 trillion in assets and offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Timothy M
Series 66
Ellisville, MO
Edward Jones
Timothy Meers is a financial advisor with Edward Jones in Ellisville, MO, holding a Series 66 license and 15 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he serves as General Chairman of Fair St. Louis and is a Command Sergeant Major in the Missouri Army National Guard. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.
Jacob V
Series 66
St. Louis, MO
Edward Jones
Jacob Vinson is a financial advisor with Edward Jones in St. Louis, Missouri, holding a Series 66 designation and 21 years of industry experience. He has previously worked at Raymond James & Associates and Wells Fargo Clearing. Outside of advising, he manages rental property upkeep and maintenance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of advisors and branch offices. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard.
Dalila P
Series 66
St. Louis, MO
Edward Jones
Dalila Piric is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2017 and previously worked at the Professional Employment Group for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs, managed solutions, and affiliated investment products. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and integrated capabilities beyond advisory services.
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2,116 advisors near
63069
within the area shown on the map
Out of 400,000+ nationwide