Chesterfield, MO 16305 Swingley Ridge Rd Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

7

Of 22,716 advisors across 10,432 offices

Location

16305 Swingley Ridge Rd Ste, 210

Chesterfield MO 63017

Advisors at this office

7

Advisors at this office

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John G

Series 63, Series 65

Chesterfield, MO

LPL Financial

John Gallagher is a financial advisor with LPL Financial in Chesterfield, MO, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with LPL Financial since 2002 and also has affiliations with Sirius Wealth Management, LLC and Conservation Employees Credit Union. Gallagher serves on the board of the MS Society Gateway Chapter, contributing to program development and mission communication. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, supported by research and a variety of portfolio management strategies.

College savings (529s, UTMA, etc.)
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Gregory S

CFP®, Series 63, Series 65

Chesterfield, MO

LPL Financial

Gregory Shepardson is a CFP® with 31 years of industry experience, currently serving at LPL Financial since 2021. He previously worked at Financial Legacy Associates, LLC and Royal Alliance Associates, Inc. for 19 years. Shepardson is also a commissioned notary public in the state of Missouri. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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David D

CFP®, Series 63, Series 65

Chesterfield, MO

LPL Financial

David Domian is a financial advisor with LPL Financial in Chesterfield, MO, holding the CFP® designation and Series 63 and 65 licenses. He has 44 years of industry experience and has been with LPL Financial since 2002. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
user avatar

Mason B

Series 63, Series 66

Chesterfield, MO

LPL Financial

Mason Brunsmann is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at Citigroup and TD Ameritrade. Outside of his advisory role, he has been involved with Xist Fitness. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
user avatar

Robert C

CFP®, Series 66

Chesterfield, MO

LPL Financial

Robert Clark is a financial advisor with LPL Financial in Chesterfield, MO, holding CFP® and Series 66 designations and nine years of industry experience. Prior to joining LPL Financial in 2021, he worked at Royal Alliance Associates and Financial Legacy Associates, and he has experience affiliated with the University of Missouri. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, supported by proprietary and third-party research and diverse portfolio management options.

College savings (529s, UTMA, etc.)
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Madalyn C

Series 66

Chesterfield, MO

LPL Financial

Madalyn Close is a financial advisor with LPL Financial, holding a Series 66 credential and two years of industry experience. Prior to joining LPL Financial in 2025, she worked at Wells Fargo Clearing Services and has been involved with Rena's Dance Unlimited as a coach since 2019. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of financial planning and advisory services, including discretionary and non-discretionary portfolio management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
user avatar

Michael O

Series 63, Series 65

Chesterfield, MO

LPL Financial

Michael Ohlsen is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER) since 2002. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

College savings (529s, UTMA, etc.)
View complete list of advisors at this office
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