St. Louis, MO Office

Team
Updated today

Client AUM

$32,229,853,025

Clients

28,786

Advisors

5

Of 309 advisors across 42 offices

Location

3 Cityplace Dr, Suite 290

St. Louis MO 63141

Advisors at this office

5

Advisors at this office

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Matthew R

Series 65

St Louis, MO

Allworth financial, L.P.

Matthew Redfering is a financial advisor with Allworth Financial, L.P. in St. Louis, MO. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles in transportation, enterprise, and university recreation and wellness centers. Allworth Financial is a fee-based SEC-registered adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies, including model-based allocations and specialized ETF approaches, and utilizes third-party sub-advisers and technology to manage a broad range of assets.

Equity compensation tax strategy Retirement income strategy Private / alternative investments ESG / Sustainable investing Annuities Airline Pilot Founder/Business Owner Values-based investing Christian Faith Based Retired
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Dexter L

Series 66

St. Louis, MO

Allworth financial, L.P.

Dexter Lamb is a financial advisor at Allworth Financial, L.P. in St. Louis, MO, with six years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial and Morgan Stanley. Prior to his career in finance, he spent eight years at Enterprise Holdings. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies, including model allocations and options-based approaches, and utilizes third-party sub-advisers alongside proprietary technology to manage held-away employer retirement accounts.

Equity compensation tax strategy Retirement income strategy Private / alternative investments ESG / Sustainable investing Annuities Airline Pilot Founder/Business Owner Values-based investing Christian Faith Based Retired
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William M

ChFC®, Series 63, Series 65

St. Louis, MO

Allworth financial, L.P.

William Macher is a financial advisor at Allworth Financial, L.P. with 43 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at LPL Financial and National Planning Corporation. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management through various model strategies and employs technology to manage held-away employer retirement accounts.

Equity compensation tax strategy Retirement income strategy Private / alternative investments ESG / Sustainable investing Annuities Airline Pilot Founder/Business Owner Values-based investing Christian Faith Based Retired
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Renee N

Series 63, Series 65

St. Louis, MO

Allworth financial, L.P.

Renee Nenninger is a financial advisor at Allworth Financial, L.P. with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at LPL Financial and National Planning Corporation. Renee is based in St. Louis, MO. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using various model strategies and employs technology to manage held-away retirement accounts, with ownership that includes private investment vehicles and the Ontario Teachers’ Pension Plan.

Equity compensation tax strategy Retirement income strategy Private / alternative investments ESG / Sustainable investing Annuities Airline Pilot Founder/Business Owner Values-based investing Christian Faith Based Retired
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John H

Series 63, Series 65

St. Louis, MO

Allworth financial, L.P.

John Horseman is a financial advisor with Allworth Financial, L.P., holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has worked previously at LPL Financial and National Planning Corporation. Outside of his advisory role, he serves as President of the Board of Commissioners for the St. Louis Art Museum and as a trustee for the Phoenix Art Museum. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a range of model strategies and employs both discretionary and non-discretionary approaches, integrating technology to manage held-away retirement accounts.

Equity compensation tax strategy Retirement income strategy Private / alternative investments ESG / Sustainable investing Annuities Airline Pilot Founder/Business Owner Values-based investing Christian Faith Based Retired
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