Financial Advisors in or around Saint Louis, Missouri

WiserAdvisor is the oldest and the largest independent network of financial advisors.

We will match you with 2 to 3 financial advisors who meet your specific needs

  • We pre-screen advisors for:
    • Experience (minimum five years required)
    • Advisor Compensation (fee-based or fee-only)
    • Licensing and disclosures with SEC/FINRA
  • We do a custom match and send you profiles of 2 to 3 advisors the best suit your unique needs
  • Financial advisors contact you to set up your FREE 1-on-1 consultation. No obligation

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Match Me with 2 to 3 Advisors
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Results from people who have used the "Match Me" form above

Profile

Dorothy is in her late 50s, single, working as a paralegal at a prominent Washington law firm. Her interests are reading and international travel.

Portfolio Size:

$450K

I am hoping to retire soon and wanted to get a portfolio review done quickly...
... WiserAdvisor helped us connect with John; He understood my situation and laid out a plan that I liked a lot. The strategic review was completed quickly and thoroughly.

WiserAdvisor >   Missouri >   Saint Louis 

Premium Financial Advisors Listing

David Naert  Executive Director - Investments, Financial Advisor from Saint Louis, Missouri

David Naert Executive Director - Investments

Distance: 5 miles

Oppenheimer & Co. Inc. ("Oppenheimer") is a leading investment bank and full-service investment firm that provides financial services and advice to high net worth investors, individuals, businesses and institutions. For over 125 years, we have provided investors with the necessary expertise and insight to meet the challenge of achieving their finan...

Jeffrey Severin, Financial Advisor from Saint Louis, Missouri

Jeffrey Severin

Distance: 11 miles

At Severin Investments, we are dedicated to helping our clients reach their financial goals through investment planning. We are independent financial advisors in the St. Louis area. We help our clients create conservative income to long-term growth portfolios. Jeffrey Severin is the President of Severin Investments. Jeff has a Bachelors of Art...

Mike Clark, Financial Advisor from Saint Louis, Missouri

Mike Clark

Distance: 13 miles

The Mutual Fund Store® is a nationally branded, independent Registered Investment Adviser (RIA) organization. Today, the company’s system* of fee-based RIA firms includes more than 100+ company and franchise locations across the U.S. In July 1996, Adam Bold opened The Mutual Fund Store in a Kansas City-area suburb. In 1998, he made his debut as ...

William L. Meyer, Financial Advisor from Saint Louis, Missouri

William L. Meyer

Distance: 17 miles

Providing Resources That Offer Investors the Freedom of Financial SecurityLocated in Ballwin, Missouri, just 15 miles west of St. Louis, Cutter & Company provides professional investment management, and complete financial planning, as well as life and health insurance products. Our goal is to help individuals prepare for current financial and insur...

Mike Clark, Financial Advisor from Saint Louis, Missouri

Mike Clark

Distance: 20 miles

The Mutual Fund Store® is a nationally branded, independent Registered Investment Adviser (RIA) organization. Today, the company’s system* of fee-based RIA firms includes more than 100+ company and franchise locations across the U.S. In July 1996, Adam Bold opened The Mutual Fund Store in a Kansas City-area suburb. In 1998, he made his debut as ...

Eric Halter, Financial Advisor from Saint Louis, Missouri

Eric Halter

Distance: 22 miles

The Mutual Fund Store® is a nationally branded, independent Registered Investment Adviser (RIA) organization. Today, the company’s system* of fee-based RIA firms includes more than 100+ company and franchise locations across the U.S. In July 1996, Adam Bold opened The Mutual Fund Store in a Kansas City-area suburb. In 1998, he made his debut as ...

Other Financial Advisors Listing

Samuel, Trent Dekinder, Financial Advisor from Saint Louis, Missouri

Samuel, Trent Dekinder

Kennedy Capital Management

David Weis, Financial Advisor from Saint Louis, Missouri

David Weis

Woodbury Financial Services

I offer professional services in Financial Planning, Estate Planning, Education Funding, Fee Based Financial Advice, Financial Consulting, and Brokerage. My clients appreciate sound advice, honest...

Guy Porter, Financial Advisor from Saint Louis, Missouri

Guy Porter

Porter Kickham, Inc

No one likes market risk. It’s a necessary evil of investing. Understanding how market returns really work over the years just might let you relax and enjoy your financial security. Porter Kickham br...

John Moynihan, Financial Advisor from Saint Louis, Missouri

John Moynihan

Diversified Financial Advisors, LLC

Guiding and Assisting 401k Plan Sponsors. We Leverage our experience,knowledge, and resources to help implement and manage a company beneift program that you can be proud of....

Bill Steck, Financial Advisor from Saint Louis, Missouri

Bill Steck

The Planners Network Inc

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Veronica Steck, Financial Advisor from Saint Louis, Missouri

Veronica Steck

The Planners Network Inc

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Selecting the Right Advisor

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Must Have

  • Minimum 5 years of Experience
  • 5 year clear FINRA/SEC record
  • Must be Fee Based or Fee Only