Winchester, MO Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$646,941,953,071
ClientsTotal clients
1,373,063
AdvisorsAdvisors at this office
3
Of 12,719 advisors across 4,079 offices
Location
14540 Manchester Rd
Winchester MO 63011
Advisors at this office
3
Advisors at this office
Jennifer B
Series 63, Series 65
Winchester, MO
Ameriprise
Jennifer Barbey is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of advising, she owns and manages several business ventures including Barbey Wealth Management and Strategic Wealth Management, LLC. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. It provides a retirement-income planning service focused on individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports.
Sara C
Series 66
Winchester, MO
Ameriprise
Sara Craig is a financial advisor at Ameriprise with 14 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is involved with Strategic Wealth Management in an employee capacity. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.
Adam J
Series 66
Winchester, MO
Ameriprise
Adam Julius is a financial advisor with Ameriprise in Saint Louis, MO, holding a Series 66 designation and six years of industry experience. He has worked at Ameriprise since 2018 and previously held positions at the University of Missouri - Saint Louis and Meramec Community College. Outside of finance, he was involved with Bully's Smokehouse from 2015 to 2018. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations. The firm serves a broad client base and provides a range of advisory, brokerage, and insurance solutions through affiliated entities.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")