Top advisors in Missouri
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might be looking for financial advisors in Missouri when you want help navigating your unique financial landscape, whether it's planning for retirement, managing investments, or preparing for major life changes. A common pitfall is working with an advisor who applies generic strategies without considering Missouri's specific economic and tax environment.
- Local market knowledge. Confirm how familiar they are with Missouri's tax laws and economic factors that could impact your financial plan.
- Experience with life transitions. Ask how they support clients through events like career changes, inheritance, or starting a business.
- Fee structure clarity. Understand whether they charge flat fees or commissions, and how that aligns with your financial goals.
- Firm size implications. Large-firm advisors may offer extensive resources, while independent ones might provide more personalized attention; see which fits your preferences.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Deborah E
Series 63, Series 66
Cape Girardeau, MO
Edward Jones
Deborah Etherton's 20 years of experience and expertise in wealth management, tax-loss harvesting, and multi-generational wealth transfer make her well-equipped to address financial needs specific to Missouri residents. Operating within Edward Jones, a large firm managing over $1 trillion in assets, she offers a comprehensive range of advisory strategies with a fee structure up to 1.35% annually, providing access to extensive resources compared to smaller firms.
Experience: 20 years
Avg account: $246,728
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Nathaniel K
Series 66
Frontenac, MO
STIFEL
Nathaniel Kane specializes in general retirement and income planning, making him well-suited to assist with financial needs in Missouri. Working at Stifel, a large firm with proprietary investment strategies and a diverse client base, he brings three years of experience and Series 66 credentials, offering access to extensive resources and sophisticated asset allocation methods compared to smaller independent advisors.
Experience: 3 years
Avg account: $773,556
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Erkki P
Series 63, Series 65
Ann Arbor, MI
Concorde Asset Management, LLC
Erkki Peippo offers expertise in retirement income strategy and tax-loss harvesting, which can be valuable for managing finances in Missouri's unique tax environment despite being based in Michigan. His flat-fee structure and independent status provide transparent costs and personalized service, while his 23 years of experience and background as a CPA and business owner add depth compared to advisors focused solely on local markets.
Experience: 23 years
Avg account: $160,496
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April E
Series 63, Series 66
Leawood, KS
RBC Capital Markets
April Emeola's expertise in tax-loss harvesting and sustainable investing equips her to address complex financial needs relevant to Missouri's economic environment. Working with RBC Capital Markets, a large firm offering both discretionary and non-discretionary portfolio management, she provides flat-fee options and serves diverse clients including executives and business owners, distinguishing her through a blend of tailored strategies and broad resource access.
Experience: 7 years
Avg account: $1,017,425
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Anthony L
Series 63, Series 65
St. Louis, MO
Fidelity
Anthony Lyons offers expertise in charitable giving and active portfolio management, which can be valuable for clients in Missouri seeking tailored investment strategies and philanthropy planning. As a seasoned financial professional with 26 years of industry experience at a large firm like Fidelity in St. Louis, he brings extensive resources and a collaborative team approach, distinguishing him from advisors at smaller firms or with less diverse backgrounds.
Experience: 26 years
Avg account: $234,793
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