Top Financial Advisors in Greater St. Louis Area

Patrick Gribbon

Senior Technical Recruiter

Greater St. Louis Area

Senior Technical Recruiter

National Technical Recruiter

Financial Advisor

Account Manager

Sales

Staffing Manager

Account Manager

Management Trainee

University of Missouri-Saint Louis

Recommendations: 11

Leadership

Recruiting

Sourcing

Interviews

Sales

Human Resources

Employee Relations

Account Management

r****[email protected]

Joe Kaufman Agency: Farmers Insurance

Elaine Queathem

VP Operations and Strategic Partnerships

Greater St. Louis Area

VP Operations and Strategic Partnerships

Executive Director/Board Member

Regional Account Executive

Director, Partner and Channel Development

Vice President, Business Development

CFO, COO

Financial Advisor, CFM

Director, Data Integrity

Director, Y2K Compliance

Director, Training and Quality Assurance

Vice President, Production

Webster University

University of Missouri-Saint Louis

Recommendations: 5

Business Development

International Business...

Strategic Planning

Financial Analysis

Government

Public Sector

Project Management

Strategy

e****[email protected]

Insurance Consultant

Greater St. Louis Area

Insurance Consultant

Mortgage Specialist II

Financial Advisor

Universal Banker

Bank Teller

University of Missouri-Saint Louis

Saint Charles Community College

Recommendations: 3

SEO

Advertising

Website Building

Building Strategic Relationships

Property & Casualty Insurance

Disability Insurance

Health Insurance

Long Term Care

Kensey Turnbaugh

Brand Manager

Greater St. Louis Area

Brand Manager

Sales Manager

Key Account Manager

Distributor Sales Consultant

Financial Advisor

University of Missouri-Saint Louis

Missouri State University

Recommendations: 3

B2B Sales

Key Account Development

Account Management

Lead Generation

Business Strategy

Cold Calling

Inside Sales

Wholesale Sales

Jeremy Vaught

Vendor Manager (International)

Greater St. Louis Area

Vendor Manager (International)

Financial Advisor

Mortgage Consultant

Account Manager

Branch Manager

Southern Illinois University, Edwardsville

Southeast Missouri State University - Harrison College of Business

Recommendations: 3

Business Analysis

Process Improvement

Project Management

Analysis

Leadership

SharePoint

Software Documentation

Management

Corey Lessmann

Strategic Recruiting Consultant

Greater St. Louis Area

Strategic Recruiting Consultant

Regional Specialist-Recruiting and Capacity Lead

Capacity/Recruiting Consultant (Corporate Team)

Partner

Partner Recruiting/Retention/Capacity

Financial Advisor

Briar Cliff University

Iowa Western Community College

Sioux City North High

Recommendations: 2

Recruiting

Talent Acquisition

Leadership

Leadership Development

Coaching

Talent Management

Team Building

College Recruiting

Jackie André, CPA, CRPC

Financial Advisor

Greater St. Louis Area

Financial Advisor

Senior Auditor

Senior Financial Analyst

Senior Auditor

Senior Accountant

Internal Auditor

University of Missouri-Saint Louis

Recommendations: 2

Accounting

Financial Analysis

Financial Reporting

Sarbanes-Oxley Act

Investments

Forecasting

GAAP

Auditing

Steve Mensing

Instructor

Greater St. Louis Area

Instructor

Team Member

Director of Security

CEO/President, Financial Advisor

President

Financial Advisor

Warden

Adjunct Faculty

Assistant Warden

Guard

Instructor

Police Officer

Probation Officer

Chief of Police

Police Officer

Detective

Consultant

Webster University

Fontbonne University

The Great Courses

Recommendations: 2

Counterterrorism

Emergency Management

Security

Police

Executive Protection

Criminal Justice

Enforcement

Private Investigations

Kara Trice

Talent Acquisition Specialist

Greater St. Louis Area

Talent Acquisition Specialist

Corporate Recruiter

Recruiting Coordinator

Senior Talent Acquisition Support Specialist – (On-Boarding)

Financial Advisor Hiring Specialist

Financial Advisor Recruiter

Referral Recruiter

Branch Staff Recruiter

Hiring Supervisor - Customer Contact Center

Senior Human Resources Representative

Lindenwood University

Maryville University of Saint Louis

Recommendations: 2

Applicant Tracking Systems

Onboarding

Performance Management

Interviews

Recruiting

Leadership

Human Resources

Talent Acquisition

Ashton Stephens

Financial Advisor

Greater St. Louis Area

Financial Advisor

Director of Marketing & Public Relations

Marketing Consultant

Credit Analyst

Marketing Specialist

Marketing Intern

McKendree College

Southern Illinois University, Carbondale

Recommendations: 2

Marketing

Public Relations

Healthcare

Provider Relations

Social Media Marketing

Sales

Social Media

Microsoft Office

Alex Terrell

ACATS processor associate

Greater St. Louis Area

ACATS processor associate

88M

Financial Services Representative

Financial Advisor Program

Account Executive

Model/Sales Representative

Webster University

University of Missouri-Saint Louis

Recommendations: 2

Advertising

Digital Marketing

Online Advertising

Strategic Planning

Social Media Marketing

Online Marketing

Marketing

Sales

Kelly Cavanaugh, CIR

Financial Advisor Talent Acquisition Recruiter

Greater St. Louis Area

Financial Advisor Talent Acquisition Recruiter

Transfer Broker Liaison

Branch Office Administrator Recruiter

Operations Specialist

University of Missouri-Columbia, College of Business

Recommendations: 1

Series 7

Series 63

Recruiting

Sourcing

Financial Services

Employee Benefits

Leadership

Finance

Jeremy Blubaugh

Vice President of Sales

Greater St. Louis Area

Vice President of Sales

Regional Vice President

Senior Regional Sales Rep

Associate Financial Advisor

Valparaiso University

Recommendations: 1

Asset Allocation

Series 7

Personal Financial Planning

Portfolio Management

Financial Risk Management

Alternative Investment Strategies

Alternative Assets

Global Investment Management

Scott Siebers

Director, Digital Marketing

Greater St. Louis Area

Director, Digital Marketing

Company Name Scottrade

Company Name Rawlings Sporting Goods

Financial Advisor

Product Specialist

Webster University

Duke University

Webster University

Recommendations: 1

Brand Management

Business Development

Product Development

Cross-functional Team Leadership

Product Management

Strategy

Marketing

Strategic Planning

Sara Losh, CIR

Talent Acquisition Manager, Financial Advisor Talent Acquisition

Greater St. Louis Area

Talent Acquisition Manager, Financial Advisor Talent Acquisition

Financial Advisor Branch Development

Human Resources

Human Resources - Healthcare

Resource Coordinator

Physician Recruiter

Management Trainee

Webster University

Citadel Christian High School

Grace Christian

Recommendations: 1

Leadership

Training

Onboarding

Recruiting

Interviews

Finance

Strategic Planning

Human Resources

Dimitar Mushkov

Wealth Management Consultant

Greater St. Louis Area

Wealth Management Consultant

Financial Advisor

Financial Services Representative/ Investment Advisor Representative

Financial Advisor

Business Owner

Operations Manager

Washington University in St. Louis

Northwestern California University School of Law

California International University

College of the Desert

Recommendations: 0

Retirement Planning

Strategic Financial...

Estate Planning

Financial Services

Portfolio Management

Investment Strategies

Finance

Financial Advisory

Christina Conners

Financial Advisor

Greater St. Louis Area

Financial Advisor

Vice President, Investment Advisory Services

Additional Education and Training

Conners attended the University of Missouri, Columbia

Recommendations: 0

Investments

Asset Allocation

Institutional

Alternative Investments

Investment Strategies

Investment Policy

Pension Funds

Institutional Investors

Derrick E. Frost

Co-Founder

Greater St. Louis Area

Co-Founder

Financial Advisor

Professional Athlete

University of Northern Iowa

Recommendations: 0

Asset Management

Investment Advisory

Finance

Securities

Portfolio Management

Estate Planning

Insurance

Asset Protection

Cary Stalnecker

Financial Advisor

Greater St. Louis Area

Financial Advisor

Senior Finance Manager Medical Device & Diagnostics Group

Finance Manager

Global Investment Banking - Senior Financial Analyst

Indiana University - Kelley School of Business

University of Southern California

London School of Economics and Political Science

Recommendations: 0

Investments

Investment Strategies

Asset Allocation

401(k) Rollovers

Wealth-Preservation Strategies

Retirement Savings

Estate Investment Strategies

Business-Succession Strategies

Alan Kindsvater

Principal

Greater St. Louis Area

Principal

Financial Advisor

Franchisee

The University of Kansas

University of Michigan - Stephen M. Ross School of Business

Recommendations: 0

Financial Analysis

Equities

Strategic Planning

IRAs

Leadership

Series 63

Fixed Annuities

Insurance

Mark Mertens

Financial Advisor

Greater St. Louis Area

Financial Advisor

Board Member

Board

Board Member

Financial Advisor

Board Member

Financial Consultant

Board Member

Presiding Commissioner

Associate Administrator

Washington University in St. Louis

Lincoln University

College for Financial Planning

Recommendations: 0

Retirement Planning

Investments

Retirement

Wealth Management

Financial Advisory

Securities

IRAs

Strategic Financial...

Nir Regev

Financial Advisor

Greater St. Louis Area

Financial Advisor

Stockbroker

Intern

Missouri State University

University of Missouri-Columbia

Liberty High

Recommendations: 0

Wealth Management

Investment Strategies

Estate Planning

Strategic Financial...

Financial Services

Alternative Investments

1031 Exchanges

Oil/Gas

n*****@regevgroup.com

Wendy Hartman

Wealth Advisor

Greater St. Louis Area

Wealth Advisor

Strategic Financial Advisor

Saint Louis University

Truman State University

Recommendations: 0

w****[email protected]

David Murphy

Regional Vice President

Greater St. Louis Area

Regional Vice President

Internal Wholesaler

Financial Advisor

University of Missouri-Columbia

University of Missouri-Columbia, College of Business

Recommendations: 0

Mutual Funds

Variable Annuities

Fixed Annuities

Long-term Care

Consultative Sales

John (Jack) Luby Jr

Account Vice President

Greater St. Louis Area

Account Vice President

Financial Advisor

Saint Louis University

Recommendations: 0

Jason Co

Financial Advisor

Greater St. Louis Area

Financial Advisor

Consultant

CO-OP Engineer

University of Missouri-Rolla

Recommendations: 0

Joseph Drake Ritchie

Investment Advisor Representative

Greater St. Louis Area

Investment Advisor Representative

Financial Advisor

Rockhurst University

john f. kennedy

Recommendations: 0

Series 7

Investments

Finance

Mutual Funds

Asset Allocation

Financial Analysis

Retirement Planning

Series 63

David Young, CFP

Client Service Excellence - Principal

Greater St. Louis Area

Client Service Excellence - Principal

Goodknight Asset and Office Sharing Programs - Principal

Financial Advisor

Duke University - The Fuqua School of Business

Northwest Missouri State University

Recommendations: 0

Program Management

Leadership

Training

Risk Management

Securities

Investments

Retirement Planning

Mutual Funds

Irene Meyers

Financial Advisor - Investment Centers of America®

Greater St. Louis Area

Financial Advisor - Investment Centers of America®

Financial Representative

Asst. Vice President

Owner

Financial Services Representative

Assistant

Culver Stockton College

Palmyra High School - Palmyra, Missouri

Recommendations: 0

Investment Banking

Self-Starter

Alternative Investments

Event Planning

Finance

Financial Advisory

Strategic Planning

retirement planning

i****[email protected]

Penny Pennington

Principal - Branch and Region Development

Greater St. Louis Area

Principal - Branch and Region Development

Principal - Branch Office Administrator Development

Principal - New Financial Advisor Training

Financial Advisor

Managing Director - Corporate and Investment Banking

Sr. Vice President - Corporate and Investment Banking

Managing Partner

Principal - Client Strategies Group

Leadership St. Louis

Brentwood Academy

Northwestern University - Kellogg School of Management

Recommendations: 0

David Martorano

Named Account Manager

Greater St. Louis Area

Named Account Manager

Senior Account Manager/Marketing Director

Financial Advisor

Southeast Missouri State University

Southeast Missouri State University - Harrison College of Business

Vianney High School

Recommendations: 0

Solution Selling

Sales Management

Account Management

Salesforce.com

Enterprise Software

Direct Sales

Salesforce.com implementation

Salesforce.com Consulting

Susan Stephens

Select Account Manager

Greater St. Louis Area

Select Account Manager

Territory Account Manager

US West Channel Manager - Printers/Media

Systemedia Sales Executive

Sales Exec

Financial Advisor

University of Missouri-Columbia

Recommendations: 0

Solution Selling

Channel

Channel Partners

Resellers

Selling

Direct Sales

Professional Services

Account Management

Wyatt Swartz

Investment Adviser

Greater St. Louis Area

Investment Adviser

Investment Counselor

Financial Advisor

Summer Internship

University of Missouri-Columbia

Recommendations: 0

Strategy

Finance

Management

Small Business

Series 7

Financial Analysis

Retirement Planning

Banking

w****[email protected]

Stephen Huelster

Financial Advisor

Greater St. Louis Area

Financial Advisor

Southeast Missouri State University

Life Christian High School

Recommendations: 0

401k Rollovers

401k

Roth IRA

Traditional IRA

Annuities

SEP IRA

Simple IRA

529 Plans

John Reagan, CFP®

Advisor - Client Services

Greater St. Louis Area

Advisor - Client Services

Financial Advisor

Rotational Development Associate

Trinity University

Recommendations: 0

Janssen Longenecker

Financial Advisor

Greater St. Louis Area

Financial Advisor

Taylor University

Recommendations: 0

Retirement Planning

Investments

Strategic Planning

Finance

Series 7

Team Building

Leadership

Microsoft Office

Ron Portell

Co-Founder, Managing Director

Greater St. Louis Area

Co-Founder, Managing Director

Member Board of Directors

Financial Advisor

Regional Publisher

District Sales Manager

Missouri Valley College

Lindbergh

Recommendations: 0

Comprehensive Wealth Management

Retirement Planning

Retirement Income Strategies

Series 7

Saving for Education

401k Rollovers

Series 65

Retirement

r****[email protected]

Stephen Knubley

Financial Advisor

Greater St. Louis Area

Financial Advisor

Saint Louis University

Recommendations: 0

Retirement

Retirement Planning

Wealth Management

Series 7

Investment Advisory

Mutual Funds

Asset Allocation

Fixed Annuities

Brett Benyo

Financial Advisor

Greater St. Louis Area

Financial Advisor

Strategic Sourcing Intern

Indiana University Bloomington

Recommendations: 0

Andrea Trapet

DynaWave Sales Manager - MECS

Greater St. Louis Area

DynaWave Sales Manager - MECS

Vice President, Global Integrated Operations Leader

Owner

Sr. Marketing Manager, Sales Manager

Financial Advisor

Management Executive

Vice President, Catalyst and DynaWave divisions

Management Consultant

Washington University in St. Louis - Olin Business School

Recommendations: 0

Matt Salviccio

President

Greater St. Louis Area

President

Owner

Financial Advisor

Academic Training Leader

University of Missouri - St. Louis

University of Missouri-St Louis

Recommendations: 0

Profit and Loss

Executive Management

M&A experience

Financial Analysis

Managerial Finance

Risk Management

Contract Negotiation

Supplier Negotiation

Brian Roberts, CFS

Co-Founder/Financial Planner

Greater St. Louis Area

Co-Founder/Financial Planner

Financial Advisor

University of Missouri-Columbia

Recommendations: 0

Strategic Financial Planning

Retirement Planning

Dan Conner

Senior Associate

Greater St. Louis Area

Senior Associate

Managing Director

Financial Advisor

Graduate Student Representative to the Board of Trustees

Research Associate

Co-founder

Intern

Intern, Asian Equity Desk

Intern

Performance Engineer

Field Engineer

General Engineer

Mechanical Engineer

Washington University in St. Louis

Yale University

Recommendations: 0

Management

Entrepreneurship

Project Management

Analysis

Energy

Business Development

Leadership

Renewable Energy

d*****@ascendstl.com

Joseph Sardo

WFA Regional Supervisor, Middle Office Services Group

Greater St. Louis Area

WFA Regional Supervisor, Middle Office Services Group

Trading and Service Representative

Financial Advisor Trainee

Sales Associate

Administrative Assistant- Curatorial Division

Editorial Assistant

University of Missouri-Columbia

Recommendations: 0

Carl Thoenen

Registered Representative, Investment Advisor Representative

Greater St. Louis Area

Registered Representative, Investment Advisor Representative

Financial Advisor

Truman State University

Westminster Christian Academy

Recommendations: 0

Zach House

Field Supervision Director

Greater St. Louis Area

Field Supervision Director

Financial Solutions Advisor/Assistant Vice President

Financial Advisor

CEO

Intern Credit Analyst

Southeast Missouri State University

Recommendations: 0

z****[email protected]

David Elbe

Financial Advisor

Greater St. Louis Area

Financial Advisor

Director of Sales

Recommendations: 0

Cullen Brokaw

Financial Advisor

Greater St. Louis Area

Financial Advisor

Business Development Representative

Territory Manager - Midwest

Navigator, USS Kauffman (FFG-59)

MP01/OI/NAV Division Officer, USS Iwo Jima (LHD-7)

United States Naval Academy

Wray High School

Recommendations: 0

Jason Haldiman

Financial Advisor

Greater St. Louis Area

Financial Advisor

University of Missouri-Saint Louis

Francis Howell North H.S.

Recommendations: 0

Retirement Planning

Long-term Care

Point & Figure

Dorsey Wright

P.S.R.S of Missouri

PEERS of Missouri

Educators

Income Planning

Brenton Dearing, CFS®, CFP®

Founder & President

Greater St. Louis Area

Founder & President

Financial Advisor, Founding Member

Registered Representative

Sales Representative

Sales Representative/Student Mgr.

Evangel College

Arnett High School - Arnett, OK

Recommendations: 0

Retirement

Investments

Small Business

Insurance

Strategic Financial Planning

Wealth

Public Speaking

Mutual Funds

Peter Charles Palumbo

Financial Advisor

Greater St. Louis Area

Financial Advisor

Marquette University

Saint Louis University High School

Recommendations: 0

Asset Allocation

Wealth Management Services

Investment Strategies

Risk Management Strategies

Retirement Savings

Multigenerational Wealth Transfer Strategies

Fixed Income Strategies

401(k) Rollovers

Ryan Gill, ChFC, CLU, CRPS

Participant Account Representative

Greater St. Louis Area

Participant Account Representative

Financial Advisor

Annuity Product Specialist

Retirement Technical Specialist

Saint Louis University

Illinois State University

O'Fallon Township High School

Recommendations: 0

Series 7

Series 63

Process Improvement

Strategic Planning

Project Management

Change Management

Microsoft Office

Public Speaking

g****[email protected]

Brock Alspaugh

Financial Advisor and Owner

Greater St. Louis Area

Financial Advisor and Owner

Registered Representative

Southeast Missouri State University

Recommendations: 0

Retirement Planning

b*****@innovativefinancialplanners.com

Steve Schleiffarth

Financial Advisor

Greater St. Louis Area

Financial Advisor

Interim Operations Manager

Senior Investment Analyst

Full-time Student

Corporate Sustainability Intern

Investment Banking Summer Analyst

Accounting Intern

Missionary - Assistant to the President and Zone Leader

Real Estate Investment Intern

Brigham Young University - Idaho

Recommendations: 0

Leadership

Management

Microsoft Excel

Investments

Entrepreneurship

Finance

Financial Modeling

Integrity

Julie Turinsky

Recruiting Coordinator

Greater St. Louis Area

Recruiting Coordinator

Financial Advisor Hiring Specialist

Management Trainee-Recruiting

Physician Interviewer

Assistant Manager

Maryville University of Saint Louis

Muscatine Community College

Muscatine High School

Recommendations: 0

Talent Acquisition

Applicant Tracking Systems

Recruiting

Onboarding

College Recruiting

Sourcing

Performance Management

Human Resources

Don Ruzicka

Guidance Consultant - Guidance Solutions Group

Greater St. Louis Area

Guidance Consultant - Guidance Solutions Group

Business Development Representative, Scottrade Advisor Services

Financial Services Representative and Investment Advisor Representative

Financial Advisor

Service Specialist

Sales

District Manager

Missouri State University

Chaminade College Prep High School

Recommendations: 0

Erica Fridlin

Senior - Client Services Project Manager

Greater St. Louis Area

Senior - Client Services Project Manager

Leadership Development Program - Senior - Sales Planning Manager

Leadership Development Program - Application Sales Specialist, Healthcare Solutions

Leadership Development Program - Manager of Network Services

Procurement Agent - QF-16 Aerial Target Program

Procurement Agent - F/A-18 Training Systems

Financial Advisor

Washington University in St. Louis - Olin Business School

University of Missouri-Columbia, College of Business

Lafayette

Recommendations: 0

Contract Negotiation

Procurement

Requirements Analysis

Process Improvement

Vendor Management

Event Management

Account Management

Supplier Management

e****[email protected]

Tim Walkenhorst

Financial Advisor

Greater St. Louis Area

Financial Advisor

University of Missouri-Kansas City

Westminster College (MO)

Borgia

Recommendations: 0

Brian Turner

Financial Advisor

Greater St. Louis Area

Financial Advisor

Western Illinois University

Recommendations: 0

Paul Curtman

Financial Advisor

Greater St. Louis Area

Financial Advisor

Owner

State Representative

Financial Advisor

SGT / Squad Leader

University of Missouri-Saint Louis

Recommendations: 0

Leadership

Government

Policy Analysis

Legislative Relations

Policy

State Government

Politics

Public Policy

Peter LeBlanc, CLU, ChFC,CFBS, CLTC

Gordon Zobel

Trading Representative

Greater St. Louis Area

Trading Representative

Financial Advisor

Market Sales Manager

Owner

Senior Account Executive, Partner

Account Executive

Rockhurst University

Recommendations: 0

Sales

Sales Management

Selling

Account Management

Strategic Planning

Sales Process

Pricing

New Business Development

g*****@msn.com

Senior Vice President/Wealth Advisor

Greater St. Louis Area

Senior Vice President/Wealth Advisor

Financial Advisor

The American College

Saint Louis University

Recommendations: 0

Retirement Planning

Series 7

Wealth Management

Estate Planning

Investment Advisory

Strategic Financial Planning

Fixed Annuities

Long-term Care

Eric Evers, CFP(r)

Financial Consultant

Greater St. Louis Area

Financial Consultant

Financial Advisor

Vice-President Investment Services

Investment Solutions Representative

Agent

Quincy University

Recommendations: 0

Retirement Planning

Insurance

Fixed Annuities

IRAs

Long-term Care

Retirement

Strategic Financial Planning

Estate Planning

Kris Caldwell Edward Jones

Financial Advisor

Greater St. Louis Area

Financial Advisor

Eastern Kentucky University

Southern Illinois University, Edwardsville

Riverview Gardens High School

Recommendations: 0

Investments

Financial Analysis

Retirement Planning

Insurance

Series 7

Mutual Funds

Retirement

Wealth Management

Karen Boykin, ChFC, EA*

Registered Representative and Financial Advisor of Park Avenue Securities, LLC (PAS)

Greater St. Louis Area

Registered Representative and Financial Advisor of Park Avenue Securities, LLC (PAS)

Founder

Financial Advisor

Financial Advisor & Investment Advisor Representative

Member

Insurance Agent

Cost Seperations Analyst

Office Manager, Dallas Regional Operations Center

The American College

Central Texas Commercial College

North Garland High School

Recommendations: 0

Asset Protection

Retirement Planning

Estate Planning

Business Planning

Disability Insurance

Personal Finance

Wealth Accumulation

Fixed Annuities

Melanie Avery

Account Vice President

Greater St. Louis Area

Account Vice President

Financial Advisor

Webster University

University of Missouri-Columbia

University of Tulsa

Recommendations: 0

Finance

Strategic Planning

Leadership

Financial Analysis

Risk Management

Estate Planning

Management

Danton Troyer, CFP®

CERTIFIED FINANCIAL PLANNER™

Greater St. Louis Area

CERTIFIED FINANCIAL PLANNER™

Financial Advisor

Senior Sales Representative

Office Support

College For Financial Planning

Missouri State University

Francis Howell Central

Recommendations: 0

Danny Smith

Senior Vice President - Financial Products Compliance

Greater St. Louis Area

Senior Vice President - Financial Products Compliance

Vice President - Enterprise Regulatory Compliance

Vice President - Financial Products and Advisory Services Compliance

Product Consultant - Packaged Products and Advisory Services

Financial Advisor

University of Pennsylvania - The Wharton School

The George Washington University - School of Business

Gettysburg College

Landon School

Recommendations: 0

Investments

Equities

Mutual Funds

Financial Services

Fixed Income

Capital Markets

Alternative Investments

Hedge Funds

Doug Wilks

Financial Advisor

Greater St. Louis Area

Financial Advisor

President

Southeast Missouri State University

De Soto Senior High School

Recommendations: 0

Lamar Rahden

Financial Advisor

Greater St. Louis Area

Financial Advisor

Account Executive

University of Kansas

Recommendations: 0

Joe Hussain

Investment Research Analyst

Greater St. Louis Area

Investment Research Analyst

Financial Consultant

Finance Consultant - IBG Finance

Implementation Consultant

Sr. Reporting Analyst

Financial Advisor

Portfolio Assistant

Admin Asst, Ops Manager

Administrative Assistant

Fontbonne University

Recommendations: 0

Equities

Investments

Finance

Financial Analysis

Risk Management

Portfolio Management

Financial Modeling

Management

Zach Dockman

Financial Advisor

Greater St. Louis Area

Financial Advisor

Financial Consultant

Financial Advisor

Sales Representative/Sales Trainer

Account Executive

University of Kansas

Recommendations: 0

Strategic Financial Planning

Investments

Sales

Strategy

Insurance

Customer Service

Marketing

Start-ups

Bill Kallaos Jr.

Financial Advisor

Greater St. Louis Area

Financial Advisor

The University of Kansas

Recommendations: 0

Retirement Planning

Wealth Management

Estate Planning

Investment Strategies

Wealth

Financial Advisory

Securities

Financial Planners

Dale Dubbs

Senior Financial Analyst

Greater St. Louis Area

Senior Financial Analyst

Business Analyst

Deduction Specialist

Financial Advisor

Washington University in St. Louis - Olin Business School

University of Wisconsin-Whitewater

Hogeschool van Arnhem en Nijmegen

Recommendations: 0

Financial Analysis

Finance

Microsoft Excel

Account Reconciliation

Credit

Leadership

Time Management

Investments

Laura Silverberg

Financial Advisor

Greater St. Louis Area

Financial Advisor

Juvenile Court Officer

Western Illinois University

University of Wisconsin-Madison

North High School, Sioux City, Iowa

Recommendations: 0

Spencer Head

Senior Business Analyst

Greater St. Louis Area

Senior Business Analyst

Owner

Business Consultant

Manager

Assistant Manager

Management Trainee

Financial Advisor

Westminster College

College for Financial Planning

Recommendations: 0

Sales

Management

Insurance

Finance

Marketing

Customer Service

Investments

Time Management

Justin Straatmann

Sr Manager Research Analyst

Greater St. Louis Area

Sr Manager Research Analyst

Financial Analyst

Licensed Securities Representative

Financial Advisor

Operations Management Specialist

Missouri State University

East Central College

Recommendations: 0

Financial Analysis

Series 7

Series 63

Microsoft Office

Business Communications

Customer Service

Operations Management

Corporate Finance

Kelly Trettin

Integrated Marketing Consultant

Greater St. Louis Area

Integrated Marketing Consultant

Communications Consultant

Financial Advisor Marketing Consultant

Public Relations Account Executive

Communications Coordinator

University of Iowa

Recommendations: 0

Copywriting

Media Relations

Research

Facebook

Blogging

Client Service

Strategic Planning

Online Marketing

Bradley E. O'Bryhim, MHSA

Nickie Bennett

Financial Advisor

Greater St. Louis Area

Financial Advisor

Board Member - Past President

Lead Project Manager, Midwest Region

Webster University

Recommendations: 0

Human Resources

Management

Leadership Development

Strategic Planning

Employee Engagement

Financial Strategies

Education Savings

Life Insurance,...

n****[email protected]

Nicholas Hessler

Financial Advisor (offices in transition)

Greater St. Louis Area

Financial Advisor (offices in transition)

Dispatch Logistics Manager

Business Analyst

Operations Specialist

Area Manager

Webster University

Recommendations: 0

Process Improvement

Management

Sales

Analysis

n****[email protected]

Technology Consultant

Greater St. Louis Area

Technology Consultant

Administrative Intern

Graduate Assistant with KUCTT

Specialist

Financial Advisor

On-Air and Production Assistant

University of Kansas School of Medicine

Baker University

Recommendations: 0

Health Services Administration

Leadership

Public Speaking

Data Analysis

Customer Service

Research

Event Planning

Social Media

Crystal Warren CEBS, CPC

Retirement Plan Consultant / Financial Advisor

Greater St. Louis Area

Retirement Plan Consultant / Financial Advisor

Retirement Plan Consultant

VP Sales

Regional Director

Retirement Consultant

Saint Louis University

Northwestern University - Kellogg School of Management

Illinois State University

Recommendations: 0

Retirement Plan Consulting

Plan Review

Retirement

Investments

Securities

Employee Benefits

401k

Series 7

Daniel Buchalter

Financial Advisor

Greater St. Louis Area

Financial Advisor

University of Texas

Recommendations: 0

Goals Based Wealth Management

Retirement Planning

Travis Selner

Financial Advisor

Greater St. Louis Area

Financial Advisor

Equity Research Associate

President/Founder

Washington University in St. Louis

University of Wisconsin-Madison

Recommendations: 0

Microsoft Office

Customer Service

Leadership

Investments

Financial Analysis

Research

Insurance

Portfolio Management

Buddy / Walter Reisinger, Jr.

The Gatekeeper

Greater St. Louis Area

The Gatekeeper

Partner

Vice President, Sales

Financial Advisor

Founder

Partner

Agent

Brand Management, Sales, Wholesale Operations, Corporate Planning

Princeton University

University of California, Los Angeles - The Anderson School of Management

MICDS

St. Louis Country Day School

Recommendations: 0

Investments

Asset Management

Wealth Management

Business Development

Strategic Planning

Retirement Planning

Strategic Financial...

Alternative Investments

o****[email protected]

James Wetton

Financial Advisor

Greater St. Louis Area

Financial Advisor

Vice President of Operations

Webster University

University of Missouri-Saint Louis

Recommendations: 0

Jay Watz

Regional Vice President, Nationwide Funds Group

Greater St. Louis Area

Regional Vice President, Nationwide Funds Group

Vice President, Regional Director

Financial Advisor

Institutional Consultant, Investment Management Consulting Group

Missouri State University

christian Brothers college high school

Recommendations: 0

Mutual Funds

Series 63

Separately Managed...

Asset Allocation

Series 65

ETFs

Investment Advisory

Investment Strategies

Hilary Salmon, CIR

Financial Advisor Talent Acquisition Recruiter

Greater St. Louis Area

Financial Advisor Talent Acquisition Recruiter

The University of Mississippi

Recommendations: 0

Customer Service

Event Planning

Social Media Marketing

Social Media

Sales

Direct Sales

Time Management

Public Relations

h****[email protected]

Chuck Raymond, Jr.

Vice President, Financial Advisor, Wealth Management

Greater St. Louis Area

Vice President, Financial Advisor, Wealth Management

Financial Advisor

Captain

United States Military Academy at West Point

Recommendations: 0

Steve Wiechel

Fixed Income Advisor

Greater St. Louis Area

Fixed Income Advisor

Financial Advisor

University of Missouri-Columbia, College of Business

Chaminade College Preparatory School

Recommendations: 0

Laura Lueken

Vice President - Financial Advisor

Greater St. Louis Area

Vice President - Financial Advisor

Vice President Sales

Recommendations: 0

Series 7

Mutual Funds

Asset Allocation

Retirement Planning

Wealth Management

Series 63

Portfolio Management

Investments

Jan Schamis

Financial Advisor

Greater St. Louis Area

Financial Advisor

Sr. Academic Training Leader

Vice President

Vice President & Director of New Financial Advisor Training

New York University

Saint Joseph's University

Recommendations: 0

Series 7

Financial Advisory

Financial Services

Securities

Retirement Planning

Mutual Funds

Leadership

Finance

Judith Griffin

Chartered Retirement Planning Counselor - Financial Advisor

Greater St. Louis Area

Chartered Retirement Planning Counselor - Financial Advisor

Adjunct Personal Finance Instructor at Washington University

Financial Advisor

Saint Louis University

Clark Atlanta University

Recommendations: 0

Financial Management

Financial Planning

Financial Analysis

Investments

Retirement Planning

Financial Advisory

Insurance

Finance

g****[email protected]

a*****@griffinfinancials.com

Dan McElfresh

Business Performance Advisor

Greater St. Louis Area

Business Performance Advisor

Director of Selection

Financial Advisor 6, 63, Life, Health, and Annuity

Business Development/Client Service Specialist

Branch Manager/Business Development

Business Development

Senior Sales Account Representative

Sales Consultant

Capella University

MidAmerica Nazarene University

Recommendations: 0

Sales

Recruiting

Cold Calling

Team Building

Customer Service

Process Improvement

Microsoft Office

Microsoft Excel

Michael Bratton, CFP®, AIF®

Vice President of Investments, Financial Advisor

Greater St. Louis Area

Vice President of Investments, Financial Advisor

First Vice President, Financial Advisor, Sr. Investment Management Consultant

Financial Advisor

Area Sales Manager

Branch Manager

The American College

University of Missouri-Columbia

Recommendations: 0

Retirement Planning

Wealth Management

Investment Management

Securities

Estate Planning

Investments

Strategic Financial Planning

Financial Advisory

James Sindelar

Financial Advisor

Greater St. Louis Area

Financial Advisor

Saint Louis University

Recommendations: 0

Investments

Retirement Planning

Risk Management

Financial Analysis

Series 7

Finance

Loans

Sales

Christopher Saul

VP, Private Bank Consultant

Greater St. Louis Area

VP, Private Bank Consultant

Managing Director- Private Client & Trust Banking Group

Director, Private Client & Trust Banking Group

AVP, Bank Trust Consultant, Wealth Management Group

Regional Consultant, Wealth Management Group

Regional Sales Representative

Financial Advisor

Vice President of Sales

Financial Advisor

Recommendations: 0

Mutual Funds

Retirement

Investments

Wealth Management

Series 7

Asset Allocation

Series 63

Equities

c*****@oppenheimerfunds.com

Travis Luebbehusen

Senior Vice President Wealth Management

Greater St. Louis Area

Senior Vice President Wealth Management

Associate Vice President

Financial Advisor

Indiana University - Kelley School of Business

Recommendations: 0

Series 7

Series 63

Wealth Management

Retirement Planning

Asset Allocation

Finance

Investment Advisory

Portfolio Management

Theresa Klaus

Vice President

Greater St. Louis Area

Vice President

Owner

Financial Advisor

Comptroller

University of Missouri-Saint Louis

Recommendations: 0