Chesterfield, MO N. Outer 40 Road Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$784,160,312,190
ClientsTotal clients
1,962,908
AdvisorsAdvisors at this office
3
Of 22,716 advisors across 10,432 offices
Location
14515 N. Outer 40 Road Ste 100
Chesterfield MO 63017
Advisors at this office
3
Advisors at this office
Jack W
Series 65, Series 63
Chesterfield, MO
LPL Financial
Jack Waters is a financial advisor with LPL Financial located in Chesterfield, MO. He holds Series 63 and Series 65 licenses and has five years of industry experience. His prior roles include work at Isaac and Kenneth Associates and Waters Financial Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.
Gregory W
CFP®, Series 63
Chesterfield, MO
LPL Financial
Gregory Waters is a CFP® with 43 years of industry experience, currently affiliated with LPL Financial since 2018. He previously worked at INVEST Financial Corp for 11 years and has operated Waters Financial Group, Inc. since 1989. Waters also manages an insurance agency as part of his business activities. LPL Financial is an SEC-registered adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charities through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.
Thomas W
Series 65, Series 63
Chesterfield, MO
LPL Financial
Thomas Waters is an advisor at LPL Financial with Series 63 and Series 65 credentials. He joined the firm in 2025 and has prior experience at Applied Materials Inc. and Sensiba LLP. His background also includes time at Waters Financial Group Inc. and various roles outside the financial sector. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and nonprofit organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, supported by LPL Research and various third-party subadvisors.
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