Clayton, MO Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$234,452,819,935
ClientsTotal clients
455,837
AdvisorsAdvisors at this office
3
Of 4,147 advisors across 1,134 offices
Location
231 South Bemiston, Suite 550
Clayton MO 63105
Advisors at this office
3
Advisors at this office
Kevin S
Series 66
Clayton, MO
Wells Fargo Advisors
Kevin Simpher is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. He holds a Series 66 designation and has worked within various Wells Fargo entities since 2011. Outside of his advisory role, he has ownership interests in several ventures including Portico Wealth Management LLC and Ever Day Financial LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with services covering areas such as retirement, risk management, and specialized planning for business owners and other niches.
Mark G
CFP®, Series 66
Clayton, MO
Wells Fargo Advisors
Mark Grawe is a CFP® certificant with 10 years of industry experience, currently with Wells Fargo Advisors since 2023. He previously worked at Wells Fargo Clearing from 2016 to 2023. Grawe holds ownership interests in Portico Wealth Management, LLC and GRAWE, LLC, both investment-related practices based in Clayton, MO. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo. It provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services tailored to clients who meet a net-worth threshold.
William W
Series 66
Clayton, MO
Wells Fargo Advisors
William Waeckerle is a Series 66-licensed financial advisor with nine years of industry experience. He is currently with Wells Fargo Advisors and has held roles at Wells Fargo Advisors and Wells Fargo Clearing Services LLC since 2012. Outside of his advisory work, he owns and operates Trailhead Capital, LLC as a 1099 financial advisor contractor. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, including specialized planning for business-owner transitions and other niche areas. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through meetings and client summaries.
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.
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")