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Qualifications of Financial Advisor in Belleville

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Financial Advisors in Belleville, Illinois
Financial Advisor Office Location Phone Number
Scott Szymula,
Financial Engines Advisors, LLC
3780 Green Mount Crossing Dr.,
Shiloh, IL  62269
(618) 632-2525
Jeffrey Severin,
Severin Investments, LLC
211 N Broadway,
St. Louis, MO  63102
(314) 983-2707
Vanessa Retter,
The Advisory Group, LLC
1 Sunset Hills Professional Center,
Edwardsville, IL  62025
(618) 726-7046
David Naert Managing Director - Investments,
Oppenheimer & Company
1 N. Brentwood Blvd,
Clayton, MO  63105
(314) 746-2540
Jacob Mercer,
Edelman Financial Services, LLC
130 S. Bemiston Ave.,
Clayton, MO  63105
(888) 752-6742
Kathy Harder,
Financial Engines Advisors, LLC
4129 Elm Park Drive,
St. Louis, MO  63128
(314) 845-9700
Bonnie Griffith,
Stonewolfe Financial Inc
3636 S Geyer Rd,
Sunset Hills, MO  63127
(314) 422-1125
Eric Halter,
Financial Engines Advisors, LLC
1390 Timberlake Manor Parkway,
Chesterfield, MO  63017
(636) 530-1884
William L. Meyer,
Cutter & Company, Inc.
15415 Clayton Road,
Ballwin, MO  63011
(636) 537-8770

Information on Qualified Financial Advisors in Belleville

Qualifications CRD# 5610110
FirmCRD# 104510
Series 7, 66

Compensation/Fee I am a Fee-Based financial professional


Office Location 3780 Green Mount Crossing Dr.,
Shiloh,
IL 
62269
Phone Number (618) 6322525

Joined Financial Engines in 2015. Began his career in the financial services industry in 2008. Successfully completed the Series 7 and 66 examination(s) administered by FINRA. Bachelor's degree in Business Administration from University of Colorado at Boulder. Married to Aimee. They have two children: Christine and Katie. Scott enjoys fishing, camping, and jogging.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 2345958
FirmCRD# 11025
Series 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Flat Fee, Hourly


Office Location 211 N Broadway,
Suite 2925,
St. Louis,
MO 
63102
Phone Number (314) 9832707

Jeffrey gained over 20 years of industry experience at both John Hancock Financial Services and UBS Before opening Severin Investments in 2003. He earned a bachelor's degree in finance and an MBA. Jeffrey holds his Series 65 license as well as his health and life insurance licenses.

About Severin Investments, LLC

Severin Investments LLC is an independent money management firm serving individuals and institutions across the United States. We pride ourselves in providing our clients with unparalleled customer service. Our actively managed portfolios of stocks, bonds, and ETFs are different from the mutual funds and passive investments that most people are presented with when speaking to an advisor. We offer a wide variety of diversified portfolios to meet your risk tolerance and investment goals. We also offer financial planning and estate planning to help you leave a legacy for your family. Make an appointment with a Severin Investments representative today to learn more about how a diversified portfolio of stocks, bonds, and ETFs can help you reach your financial goals!



Qualifications CRD# IL
FirmCRD# The Advisory Group, LLC
Series 65

Compensation/Fee I am a Fee-Based financial professional, Commissions, Flat Fee


Office Location 1 Sunset Hills Professional Center,
Ste. C,
Edwardsville,
IL 
62025
Phone Number (618) 7267046

Jim Retter is the founder of The Advisory Group, LLC and an Investment Advisor Representative. He holds a FINRA Series 65 securities registration, which makes him a fiduciary. As a fiduciary, he is legally required to work in the best interest of his clients. He also carries an insurance license in order to offer a Total Advisor Approach, specializing in retirement planning, wealth transfer and risk management.

About The Advisory Group, LLC

Common Sense Solutions At The Advisory Group, LLC our firm was founded by Jim Retter with the goal of providing a safety net under people’s life savings, tax-forward planning, and provide income they can’t outlive. We serve the individuals, couples, families and business owners in the greater St. Louis and Metro-East areas. As an independent firm, we are committed to providing our clients the highest level of personalized service and individual attention. Not all financial journeys and retirement goals are the same, which means each client deserves a customized strategy. Without any conflicts of interest, we only recommend strategies or investments we believe align with each client’s unique needs and risk tolerance. With a network of professionals, we can help clients retain consultations with and assistance from attorneys and CPAs. Our goal is to simplify the process and help clients organize their financial life. We have a customized TAG Retirement Road Map for each client. It includes a comprehensive plan for Income, Taxation, Investing, Healthcare/LTC, and Legacy.



Qualifications CRD# 1532335
Series 3, 4, 6, 7, 63, 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets


Office Location 1 N. Brentwood Blvd,
Suite 600,
Clayton,
MO 
63105
Phone Number (314) 7462540

Licensed in the following state(s)*: AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MI, MN, MO, MS, NC, NE, NJ, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WY My experience has taught me that I serve my clients best by acting as a financial advisor who brings trust, integrity and accountability to each professional relationship. My approach is to bring an unbiased, comprehensive and customized strategy to each client in order to help them meet their life challenges and financial goals. Working together over the course of our relationship, we collaborate to create a disciplined strategy that we review periodically in order to make certain that it still reflects their current needs and future goals.

About Oppenheimer & Company

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 financial goals. Our commitment to our clients' investment needs, our experienced and dedicated professionals, and our proud tradition empower us to deliver effective and innovative solutions to our clients.



Qualifications FirmCRD# 113299

Compensation/Fee I am a fee-based financial professional, Based on Assets, Commissions, Flat Fee


Office Location 130 S. Bemiston Ave.,
Suite 800,
Clayton,
MO 
63105
Phone Number (888) 7526742

Formal Education: Bachelor of Arts in History, Texas Tech University Business Background: Jacob Mercer has been an investment advisor for eight years, and has been with Edelman Financial Services since 2016. Employment History: 2016–Present: Associate Director of Financial Planning for Edelman Financial Services. Provides financial advice to clients. 2010–2016: Financial Consultant at Fidelity Investments. Provided financial advice to clients. 2007–2010: Investment Services Representative at Fidelity Investments. Provided client support services. Professional Designation(s): Registered Financial Consultant

About Edelman Financial Services, LLC

Founded by Ric and Jean Edelman in 1987, Edelman Financial Services is one of the nation's largest independent financial planning firms1 with 164 financial planners and 43 offices coast-to-coast, provides financial planning and investment management services to more than 36,000 individuals and families, and manages more than $21 billion in assets.2 The firm also provides 401(k) plans and institutional investment management for businesses. Edelman Financial Services has won more than 100 financial, business, community and philanthropic awards,3 and offers an investment philosophy that puts clients first and delivers value through in-depth financial education, personalized financial plans and unfettered access to planners.



Qualifications CRD# 5280298
FirmCRD# 104510
Series 65

Compensation/Fee I am a Fee-Based financial professional


Office Location 4129 Elm Park Drive,
St. Louis,
MO 
63128
Phone Number (314) 8459700

Joined Financial Engines in 2005. Began her career in the financial services industry in 2005. Successfully completed the Series 65 examination(s) administered by FINRA. Earned the Chartered Mutual Fund CounselorSM (CMFC®) certification(s). Bachelor's degree from the University of Missouri – Columbia. Married to Mark. They have two children.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# Series 65
Series 65 Fiduciary

Compensation/Fee I am a Fee-Based financial professional, Based on Assets


Office Location 3636 S Geyer Rd,
Sunset Hills,
MO 
63127
Phone Number (314) 4221125

I have been in the financial services business for more than 37 years, helping individuals, families and both single & widowed women with their financial planning and insurance needs.

About Stonewolfe Financial Inc

We offer the expertise and customized solutions to help investors build long-term, risk-managed portfolios tailored to meet their unique financial goals while approaching or in retirement. Bonnie Griffith has been providing comprehensive financial planning and portfolio management services to retirees and those nearing retirement for over ten years. She intentionally limits the number clients she manages in order to maintain a high service relationship. Her focus is helping her clients make good financial decisions that will support their chose lifestyle income needs in retirement. Her expertise with portfolio focuses on managing downside risk to insure maximum upside gains. Balanced Philosophy We believe that its critical to defend against the devastating impact large drawdowns can have on the long-term growth of an investment portfolio. We therefore develop and implement investment strategies specifically geared toward our client?s unique investment goals as well as their tolerance for risk. Strategy Diversification Our approach is based on using varied strategies to help minimize downside risk. While each of our strategies has its own methodology, our main goal is to avoid large-scale losses. We believe that diversification across multiple risk-controlled strategies helps manage wealth for both performance and protection. Risk-Managed Strategy In attempting to avoid large losses, we utilize strategies that emphasize low correlation to broader volatile market activity, whether through hedged equity with the use of protective options, tactical strategies to dynamically adjust to market conditions, or other risk management practices.



Qualifications CRD# 4689482
FirmCRD# 104510
Series 7, 63, 65

Compensation/Fee I am a Fee-Based financial professional


Office Location 1390 Timberlake Manor Parkway,
Suite 130,
Chesterfield,
MO 
63017
Phone Number (636) 5301884

Joined Financial Engines in 2006. Began his career in the financial services industry in 2003. Successfully completed the Series 7, 63, and 65 examination(s) administered by FINRA. Earned the Chartered Mutual Fund CounselorSM (CMFC®) and the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in Marketing from Southeast Missouri State University. Awarded the FIVE STAR: Best in Client Satisfaction Wealth Manager from St. Louis Magazine. Married to Michelle. They have three children: Paige, Faith, and Evan.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 1018380
FirmCRD# 22449
Series 4, 6, 7, 24, 27, 31, 53, 63, 86, 87

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Hourly


Office Location 15415 Clayton Road,
Ballwin,
MO 
63011
Phone Number (636) 5378770

William L. Meyer, AIF, CLU, ChFC, William L. Meyer graduated from Maryville College in 1978, earned his Chartered Life Underwriter & Chartered Financial Consultant degrees from The American College of Bryn Mawr Pennsylvania in 1983, and his Accredited Investment Fiduciary accreditation from FI360. He is age 58, married with 3 children, and resides in Chesterfield, Missouri. He currently serves on the National Association of Insurance and Financial Advisors Board—St. Louis. His personal interests are philanthropy for children, golf, skiing, and reading. In 1988 he co-founded Cutter & Company, Inc., of which he is a producing manager and president. The firm is comprised of three divisions, a Broker Dealer, Registrared Investment Advisory, and an insurance agency and serves businesses and individuals. The firm is licensed in 48 states, has 14 employees and 40 independent advisors affiliated with the firm. Mr. Meyer, in addition to holding life, health, & P&C insurance licenses’, also holds the following securities licenses’; series, 4, 6, 7, 24, 27, 31, 53, 63, 86, and 87. He was admitted to the Palladin Registry of Advisors in 2006, and was chosen by clients and St. Louis magazine in 2008, 2009, 2010, 2011, 2012, 2013, & 2014 as a FIVE STAR WEALTH MANAGER in the category of “Best in Client Satisfaction Wealth Managers”.

About Cutter & Company, Inc.

Providing Resources That Offer Investors the Freedom of Financial Security Located 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 insurance needs and help develop strategies to meet future goals. We strive to provide assistance to small and large businesses in the areas of employee benefits; including group life and health insurance, 401(k) and other qualified plan analysis, deferred compensation programs and other sophisticated executive benefits. Cutter & Company is locally owned and privately held. The company has been serving the needs of individuals and corporations since 1988. Management has over 70 years combined experience. Our experienced staff and investment representatives have significant industry background, with significant industry experience in the financial industry. Cutter & Company representatives focus primarily on serving the needs of individuals and businesses in Missouri, but is registered to do investment business in over 45 states.