Saint Albans, MO St Albans Road Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

14

Of 22,716 advisors across 10,432 offices

Location

3451 St Albans Road Suite C

Saint Albans MO 63073

Advisors at this office

14

Advisors at this office

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Austin R

Series 66

Saint Albans, MO

LPL Financial

Austin Repp is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and previously worked at National Planning Corporation and Northern Illinois University. Outside of his advisory work, he serves as an assistant wrestling coach at Pacific High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing model portfolios and research to provide both discretionary and non-discretionary management.

College savings (529s, UTMA, etc.)
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John B

Series 63, Series 65

Saint Albans, MO

LPL Financial

John Brooks is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and bringing 44 years of industry experience. He previously worked at National Planning Corporation for 10 years before joining LPL Financial in 2017. Brooks is also involved in managing an agricultural business entity, B4 Posh Farms LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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

Series 66

Saint Albans, MO

LPL Financial

Danielle Darling is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. Her career includes roles at Resource One Advisors, National Planning Corporation, and Edward Jones. Outside of finance, she has participated as a film extra. 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 advisers. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Michelle I

Series 63, Series 66

Saint Albans, MO

LPL Financial

Michelle Irby is a financial advisor with LPL Financial in Saint Albans, MO, holding Series 63 and Series 66 credentials and 29 years of industry experience. She worked at National Planning Corporation for 10 years before joining LPL Financial in 2017. Outside of her advisory role, she is president of O'Neals Tax & Financial Services Inc., a tax preparation and accounting firm. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients 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, with discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Jacob M

Series 66

Saint Albans, MO

LPL Financial

Jacob Messer is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. He has been with LPL Financial and Resource One Advisors since 2021. Prior to his advisory career, Messer worked at Truman State University and Lafayette High School. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Jacob M

Series 66

Saint Albans, MO

LPL Financial

Jacob Mc Collum is a financial advisor with LPL Financial in Saint Albans, MO, holding a Series 66 credential and three years of industry experience. He has worked with LPL Financial since 2022 and has a background that includes coaching high school football. Outside of his advisory role, he is involved in coaching football at Eureka High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement consulting, employing both discretionary and non-discretionary management supported by various model portfolios and research.

College savings (529s, UTMA, etc.)
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Paul F

Series 63, Series 65

Saint Albans, MO

LPL Financial

Paul Funkhouser is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He previously worked at National Planning Corporation for 10 years before joining LPL Financial in 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Andrew M

CFP®, Series 63, Series 65

Saint Albans, MO

LPL Financial

Andrew Mccollum is a CFP® professional with 14 years of industry experience. He has worked at LPL Financial since 2017 and previously spent six years with National Planning Corporation. Outside of his advisory role, he serves as an assistant coach for Eureka High School football. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and various technologies in its investment approach.

College savings (529s, UTMA, etc.)
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Isaac G

Series 66

Saint Albans, MO

LPL Financial

Isaac Gardner is a financial advisor with LPL Financial in Saint Albans, MO, holding a Series 66 designation and bringing 11 years of industry experience. He has been with LPL Financial since 2017 and also maintains roles with NationalPlanning Corporation and Resource One Advisors, LLC. Gardner is involved in selling fixed insurance products as a licensed agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Nathan M

Series 66

Saint Albans, MO

LPL Financial

Nathan Messer is a financial advisor with LPL Financial in Saint Albans, Missouri, holding a Series 66 credential and five years of industry experience. His prior work includes roles at TD Ameritrade, Life Time Fitness, and as a self-employed professional. Outside of advising, he is active as a social media content creator. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory and brokerage services, including financial planning, retirement consulting, and access to model portfolios supported by research from LPL and third-party sources.

College savings (529s, UTMA, etc.)
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Keith P

Series 63, Series 65

Saint Albans, MO

LPL Financial

Keith Perry is a financial advisor with LPL Financial in Saint Albans, MO, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He worked at National Planning Corporation for 10 years before joining LPL Financial in 2017. Perry has involvement in bookkeeping for an unrelated real estate rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios, external subadvisors, and various technology tools.

College savings (529s, UTMA, etc.)
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Robert B

Series 66

Saint Albans, MO

LPL Financial

Robert Berry II is a financial advisor with LPL Financial, holding a Series 66 license and five years of industry experience. He has been with LPL Financial since 2019 and has concurrently served in a role with the City of Ballwin since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and various investment technologies.

College savings (529s, UTMA, etc.)
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Brian J

Series 63, Series 65

Saint Albans, MO

LPL Financial

Brian Joggerst is a financial advisor with LPL Financial in Saint Albans, MO, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at MassMutual Life Insurance Company, Farmers Financial Solutions, and State Farm. He is also involved in running Joggerst Financial Group, an insurance agency. 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 advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios from LPL Research and third-party subadvisors.

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

Series 66

Saint Albans, MO

LPL Financial

Jeffrey David Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. He has been with LPL Financial since 2017 and is also affiliated with National Planning Corporation since 2016. Outside of his advisory roles, he is involved as a non-variable insurance agent. 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 various advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options, supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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