Clayton, MO Office

Team
Updated today

Client AUM

$8,067,557,199

Clients

9,290

Advisors

12

Of 154 advisors across 90 offices

Location

165 N. Meramec Ave., Ste. 430

Clayton MO 63105

Advisors at this office

12

Advisors at this office

user avatar

Jesstine K

CFP®, Series 63

Clayton, MO

Mutual Advisors, LLC

Jesstine Kemper is a CFP® with six years of industry experience, currently serving as a financial advisor at Mutual Advisors, LLC. Prior to joining Mutual Advisors, she worked at Northwestern Mutual Wealth Management Company and related entities for seven years. Before her financial services career, she held roles at Boyd Gaming and Pinnacle Entertainment. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion across 123 advisors, serving individuals, institutional investors, trusts, and retirement plans. The firm employs a combination of passive and active investment strategies tailored to client objectives and maintains relationships with sovereign wealth funds alongside a broad third-party ecosystem.

Annuities Options & derivatives strategies
user avatar

John O

CFP®, Series 63

Clayton, MO

Mutual Advisors, LLC

John Owen is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Mutual Advisors, LLC since 2018. Prior to this, he worked for First Heartland Capital Inc for 16 years. Outside of his advisory role, Owen is an independent insurance agent and a member of the Rotary Club Kirkwood, where he manages two scholarship fund accounts. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion for over 8,000 clients through a network of 123 advisors. The firm offers asset management, financial consulting, ERISA plan advisory, and sub-advisory services, employing a mix of passive and active investment strategies tailored to client objectives.

Annuities Options & derivatives strategies
user avatar

David S

CFP®, Series 63

Clayton, MO

Mutual Advisors, LLC

David Sentnor is a Certified Financial Planner® (CFP®) with 28 years of experience in the financial services industry. He has been with Mutual Advisors, LLC since 2018 and previously worked at First Heartland Capital Inc for 16 years. Outside of his advisory role, he serves as a finance committee member for the City of Creve Coeur, reviewing financial reports and participating in the city’s annual budget process. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plans, offering asset management, financial consulting, and ERISA plan advisory services with portfolios that blend passive and active strategies tailored to client objectives.

Annuities Options & derivatives strategies
user avatar

Hugh H

CFP®, Series 63, Series 66

Clayton, MO

Mutual Advisors, LLC

Hugh Hendrix is a CFP® professional with over 31 years of industry experience, currently serving as an advisor at Mutual Advisors, LLC since 2019. His prior experience includes more than two decades at Fidelity Brokerage Services, Inc., followed by roles at Fidelity Personal and Workplace Advisors and Mutual Securities, Inc. Outside of financial advising, he is involved in farming through Boland Place Farms, LLC, and operates as an independent insurance agent; he also works as a delivery driver for multiple services. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plan participants, offering a range of services including asset management and ERISA plan consulting, with portfolios that combine passive and active strategies tailored to client objectives.

Annuities Options & derivatives strategies
user avatar

William G

Series 63, Series 66

Clayton, MO

Mutual Advisors, LLC

William Greene is a financial advisor at Mutual Advisors, LLC with 32 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Fidelity Brokerage Services, Inc. for over three decades. Outside of his advisory role, he is active as a musician, performing as a drummer and singer in a musical group. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plans, offering a range of services including asset management, financial consulting, and ERISA plan advisory, using a combination of passive and active investment strategies tailored to client objectives.

Annuities Options & derivatives strategies
user avatar

Dennis H

Series 63, Series 65

Clayton, MO

Mutual Advisors, LLC

Dennis Hennessy is a financial advisor with Mutual Advisors, LLC who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He previously worked at First Heartland Capital, Inc. for 23 years before joining Mutual Advisors and Mutual Securities in 2017. He serves on the board of the St. Louis Blues 14 Fund, a nonprofit organization. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plans using a combination of passive and active investment strategies tailored to client objectives.

Annuities Options & derivatives strategies
user avatar

Joseph T

Series 63, Series 66

Clayton, MO

Mutual Advisors, LLC

Joseph Thaman is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. He has worked at several firms including Vertical Financial, LLC, Resources Investment Advisors, Triad Advisors LLC, and The Capital Group, LLC. Outside of advisory work, he serves as an independent insurance agent specializing in Medicare supplements and group insurance. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plan participants, offering asset management, financial consulting, ERISA plan advisory, and sub-advisory services. Its investment approach combines passive and active strategies tailored to client objectives, with portfolios reviewed at least quarterly.

Annuities Options & derivatives strategies
user avatar

Scott B

Series 63, Series 65

Clayton, MO

Mutual Advisors, LLC

Scott Biermann is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Mutual Advisors since 2017 and previously at First Heartland Capital from 2013 to 2017. Outside of his advisory work, Biermann has been involved in agricultural operations as the managing member of Biermann Family Farms LLC and has served on the board of the nonprofit Friends of Kids With Cancer. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plans, employing a combination of passive and active investment strategies tailored to client objectives.

Annuities Options & derivatives strategies
user avatar

Alan S

Series 63, Series 65

Clayton, MO

Mutual Advisors, LLC

Alan Simms is a financial advisor at Mutual Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mutual Advisors since 2018, following a 16-year tenure at First Heartland Capital Inc. Outside of his advisory role, Simms operates an independent insurance agency and works as a nurse anesthetist. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion across 123 advisors and serving over 8,000 clients. The firm offers asset management, financial consulting, ERISA plan advisory, and other services to individuals, institutions, trusts, and retirement plans, utilizing a combination of passive and active investment strategies tailored to client objectives.

Annuities Options & derivatives strategies
user avatar

Brian B

CFP®, Series 63, Series 65

Clayton, MO

Mutual Advisors, LLC

Brian Bachelier is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Mutual Advisors, LLC since 2021. His prior experience includes roles at Voleta Advisors LLC and Scottrade, Inc. Outside of his advisory work, he owns Brian's Jerky, LLC, a business producing and selling fresh smoked beef jerky online and at farmer's markets, and serves as a trustee for the Arbor Haven Home Owners Association. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutions, trusts, and retirement plans using a combination of passive and active investment strategies tailored to client objectives.

Annuities Options & derivatives strategies
user avatar

Michael W

CFP®, Series 63, Series 66

Clayton, MO

Mutual Advisors, LLC

Michael Weisman is a CFP® professional with 41 years of industry experience, currently serving as an advisor at Mutual Advisors, LLC. His prior roles include positions at Vicus Capital, Inc., Cetera Advisor Networks LLC, and Enterprise Bank & Trust. In addition to his advisory work, he is an independent insurance agent and president of Vicus Financial Advisors, LLC, where he engages in financial planning and insurance services. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion for over 8,000 clients through a team of 123 advisors. The firm offers asset management, financial consulting, ERISA plan advisory, and sub-advisory services to individuals, institutions, trusts, and retirement plans, utilizing a combination of passive and active investment strategies tailored to client objectives.

Annuities Options & derivatives strategies
user avatar

Danial G

Series 66

Clayton, MO

Mutual Advisors, LLC

Danial Green is a financial advisor at Mutual Advisors, LLC with eight years of industry experience and holds a Series 66 designation. His prior work includes roles at Wells Fargo Clearing Services LLC and Bankers Life and Casualty Company. Mutual Advisors provides investment management, financial planning, ERISA plan advisory, and selection of third-party money managers to a diverse client base, including individuals, high-net-worth clients, trusts, retirement plans, and institutional investors such as sovereign wealth funds. The firm combines institutional capabilities with operational flexibility, offering a mix of active and passive strategies supported by third-party tools and unique servicing arrangements.

Annuities Options & derivatives strategies
View complete list of advisors at this office
Warmer team member

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.

Find your advisor

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")