Wentzville, MO W Main St Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

5

Of 22,716 advisors across 10,432 offices

Location

24 W Main St #316

Wentzville MO 63385

Advisors at this office

5

Advisors at this office

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Sandra P

Series 63, Series 66

Wentzville, MO

LPL Financial

Sandra Pruett is a financial advisor at LPL Financial with 26 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors from 2010 to 2024. 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 in-house and third-party research and model portfolios.

College savings (529s, UTMA, etc.)
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Kelly H

Series 66

Wentzville, MO

LPL Financial

Kelly Huff is a financial advisor with LPL Financial in Wentzville, Missouri, holding the Series 66 designation and 15 years of industry experience. He has worked at LPL Financial since 2011 and concurrently serves at Vantage Credit Union, where he manages CD’s, IRAs, deferred compensation, and member services. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and proprietary research.

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

Series 63, Series 65

Wentzville, MO

LPL Financial

Victor Mccool is a financial advisor with LPL Financial in Wentzville, MO, holding the Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he operates McCool Financial Group as a DBA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a wide range of advisory and brokerage services, including financial planning, advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by extensive research and diverse investment strategies.

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

Series 66

Wentzville, MO

LPL Financial

John Dooley is a financial advisor with LPL Financial, holding a Series 66 designation and over 20 years of industry experience. His prior roles include positions at Waddell & Reed, Inc. and STL Wealth LP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse clientele that includes individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of advisers. The firm offers a range of financial planning and advisory programs supported by various model portfolios, research resources, and technology-driven solutions.

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

Series 66

Wentzville, MO

LPL Financial

Brienne Moyer is a Series 66 licensed financial advisor with LPL Financial in Wentzville, MO, with seven years of industry experience. She has worked at LPL Financial since 2018 and previously held roles at Vantage Credit Union and Freedom First Federal Credit Union. Moyer is involved in administrative and support roles related to investment services for credit union members. 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 investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by research and technology-driven portfolio management solutions.

College savings (529s, UTMA, etc.)
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