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Qualifications of Financial Advisor in Missouri

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.

List of Financial Advisors in Missouri
Financial Advisor Office Location Phone Number
Alan Suiter,
First Financial Consultants
3816A S Greystone Ct,
Springfield, MO  65804
(417) 881-0400
Bert Doerhoff,
Aura Wealth Advisors LLC
1301 Southwest Blvd,
Jefferson City, MO  65109
(573) 634-4006
William L. Meyer,
Cutter & Company, Inc.
15415 Clayton Road,
Ballwin, MO  63011
(636) 537-8770
Rob O'Blennis,
The Retirement Planning Group
14755 N. Outer 40 Rd,
Chesterfield, MO  63017
(314) 669-5255
David Naert Managing Director - Investments,
Oppenheimer & Company
1 N. Brentwood Blvd,
Clayton, MO  63105
(314) 746-2540
Christian Conner,
Financial Engines Advisors, LLC
1835 E. Republic Road Suite 104,
Springfield, MO  65804
(417) 889-9997
Kelly Smith,
Financial Engines Advisors, LLC
1317 NE Douglas Street,
Lees Summit, MO  64086
(816) 347-0200
Chris Athey,
Financial Engines Advisors, LLC
9203 NE 152 Highway,
Kansas City, MO  64158
(816) 415-2722
Eric Halter,
Financial Engines Advisors, LLC
1390 Timberlake Manor Parkway,
Chesterfield, MO  63017
(636) 530-1884
Kathy Harder,
Financial Engines Advisors, LLC
4129 Elm Park Drive,
St. Louis, MO  63128
(314) 845-9700
Jeffrey Severin,
Severin Investments, LLC
211 N Broadway,
St. Louis, MO  63102
(314) 983-2707
Bonnie Griffith,
Stonewolfe Financial Inc
3636 S Geyer Rd,
Sunset Hills, MO  63127
(314) 422-1125
Gregg Gonzalez, CFP®,
St. Louis Retirement Advisors
133 Chesterfield Business Pkwy,
Chesterfield, MO  63005
(636) 530-9977
Aaron Bockman, ChFC,
MassMutual St. Louis
635 Maryville Center Drive,
St. Louis, MO  63141
(314) 324-9886
Jacob Mercer,
Edelman Financial Services, LLC
130 S. Bemiston Ave.,
Clayton, MO  63105
(888) 752-6742

Information on Qualified Financial Advisors in Missouri

Office Location 3816A S Greystone Ct,
Springfield,
MO 
65804

Phone Number (417) 8810400

About First Financial Consultants

Alan Suiter has expertise in analyzing his clients’ financial situation and helping them identify the financial options that will maximize their goal-reaching potential. With nearly 34 years of financial planning expertise and without the blinders forced on many other financial planners by the restrictions of the large corporations they work for, Alan has the know-how and the freedom to create diverse investment portfolios for his clients, whether their investment goals are for retirement, education trusts, or estate planning. Because First Financial Consultants is an independent financial planning office, Alan is able to take the time to listen to his clients, identify their unique needs, educate them about their options, and then connect them with the investments that will help them reach their goals and objectives. If you are a retiree, semi-retired, or actively preparing for a more productive retirement yet to come, make an appointment with Alan today. Alan put himself through college at Joplin’s MSSU working as a journeyman mechanic for Freightliner. He attends Wesley United Methodist Church and serves by driving the church bus for various groups, like the youth and veterans. He enjoys his free time by riding his motorcycle and backpacking. He has been very involved in scouting, having served as a Scout Master and on the Ozark Trails Council of the BSA. He has attended both national jamborees and a world jamboree and has hiked Philmont Scout Ranch in New Mexico several times. First Financial Consultants, Inc., Financial Planning Consultants, Springfield, MO



Qualifications CRD# 4463814
Series 65


Office Location 1301 Southwest Blvd,
Jefferson City,
MO 
65109

Phone Number (573) 6344006

About Aura Wealth Advisors LLC

In today's economy there is a lot of uncertainty and people are not sure where to turn. We use a team approach where we take the lead to act as your personal CFO and guide the team throughout the wealth management process. Most clients have needs in five areas that are key to long term wealth including: 1. Making smart long term decisions about your money 2. Minimizing your income tax 3. Minimizing your estate tax 4. Protecting your wealth from issues such as litigation 5. Assisting you in your charitable giving intentions This is all delivered through our exclusive consultative 5 step process. Our practice is limited to a select group of clients where we can add significant value. This process starts with a discovery meeting designed to explore your financial goals and determine whether we are the right firm to help you achieve those goals.



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.




Qualifications CRD# 4935281
FirmCRD# 129625
Series 65

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


Office Location 14755 N. Outer 40 Rd,
Suite 200,
Chesterfield,
MO 
63017

Phone Number (314) 6695255

Rob was raised in the Midwest and graduated from the University of Kansas. Rob's background as an attorney helps him advise Clients on tax and estate planning issues. When not at work, he's active with his two sons. Sometimes it's Mickey Mouse pancakes. Sometimes its a fishing trip to Des Peres park. But no matter what the weekends are busy. Several times a year the whole family picks up and drives out to Colorado Springs to see his wife Lori's family.

About The Retirement Planning Group

Wouldn't it be great if there was a financial firm that understood your journey in life and could help you create a financial plan to fulfill that journey? Well, look no further. Introducing The Retirement Planning Group! This firm focuses on life stage financial planning. Planning that meets you where you are and helps you grab your future. Feeling disorganized? Not sure where to even start? Worried if you are on track? Are there other things you could be doing? Wondering if or when you can retire? Curious about how much income you could expect to live off of without running out of money? TRPG is an independent firm dedicated to creating hope through answering these questions and more. The Retirement Planning Group is a fiduciary and each advisor has a limited number of clients that they work with - ensuring you receive the time and attention you deserve to create an individualized strategy. Get organized. Get on track. Grab your future!



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 CRD# 6361864
FirmCRD# 104510
Series 65

Compensation/Fee I am a Fee-Based financial professional


Office Location 1835 E. Republic Road Suite 104,
Springfield,
MO 
65804

Phone Number (417) 889-9997

Joined Financial Engines in 2014. Began his career in the financial services industry in 2014. Successfully completed the Series 65 examination(s) administered by FINRA. Bachelor's degree in Computer Science from Southwest Baptist University. Married to Sarah.

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# 6519874
FirmCRD# 104510
Series 65

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


Office Location 1317 NE Douglas Street,
Lees Summit,
MO 
64086

Phone Number (816) 3470200

Joined Financial Engines in 2010. Began her career in the financial services industry in 2010.Successfully completed the Series 65 examination(s) administered by FINRA.Earned the Chartered Retirement Planning CounselorSM (CRPC®) ertification(s). Bachelor's degree Business Administration from Washburn University.Married to Matt. They have two children: Kristen and Dylan. Kelli enjoys running, cycling, and exploring the city with her family."

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# 5973714
FirmCRD# 104510
Series 65

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


Office Location 9203 NE 152 Highway,
Kansas City,
MO 
64158

Phone Number (816) 415-2722

Joined Financial Engines in 2008. Began his career in the financial services industry in 2008. Successfully completed the Series 65 examination(s) administered by FINRA. Earned the Certified Fund Specialist (CFS®) and Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in Business Management from Auburn University of Montgomery. Chris enjoys outdoor sports and activities.

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# 4689482
FirmCRD# 104510
Series 7, 63, 65

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


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# 5280298
FirmCRD# 104510
Series 65

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


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# 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. During his tenure with John Hancock Financial Services Jeffrey was a member of the Million Dollar Round Table from 1997 to 1999 and the Pinnacle Club from 1996 to 2000. 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# 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# 5673009
Series 7, 66

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


Office Location 133 Chesterfield Business Pkwy,
Chesterfield,
MO 
63005

Phone Number (636) 5309977

I am a CERTIFIED FINANCIAL PLANNERTM professional and my practice covers all aspects of financial planning with a focus on retirement. Your financial goals, needs, and priorities are the cornerstones of my practice. My job is to provide you with top-notch service, communication, and bring together my knowledge and experience to support your financial objectives. My success is measured by the strength of the relationships I build with my clients and their happiness with the value I add to their lives. I have been in the financial services industry for over a decade and have built my practice on client service, integrity, and long term investment guidance.

About St. Louis Retirement Advisors

The markets can be unpredictable, but your retirement planning doesn't have to be. At St. Louis Retirement Advisors, we are committed to providing you with the tools, services, and strategies that will empower you to achieve the retirement you deserve. Nothing's more important than preparing for the future- whatever it may bring. You deserve a financial advisor who understands your life, your needs, and your priorities; someone who is with you every step of the way. That's our commitment to you.



Qualifications CRD# 4239866
Series 6, 7, 63, 66


Office Location 635 Maryville Center Drive,
Suite 200,
St. Louis,
MO 
63141

Phone Number (314) 3249886

Aaron joined the financial services industry in January 2000, he is a Chartered Financial Consultant (ChFC®). He provides financial guidance to business owners and individuals, through face to face meetings. He will help you clarify strengths, weaknesses and opportunities. With a needs based analysis Aaron makes sure your personal financial strategy is aligned with your well defined goals. He will monitor your progress closely and make adjustments as needed.

About MassMutual St. Louis

With over 17 years of experience in financial services, I have been meeting the needs of my clients increasingly complex financial situations, changing market conditions. I understand the unique challenges my clients face: - Secure financial future - Providing for their families - Caring for aging parents - Determining the best strategy for income in retirement - Planning their legacy I help reduce my clients' stress around these financial matters, helping them move comfortably into the next phases of their lives, providing clarity & coordination, managing multiple lifestyle goals by providing the following comprehensive services tailored to their unique situation: - Managing retirement income & expenses - Strategies for managing Investment accounts - individual, joint, business, taxable and tax-deferred: IRAs, 401K's & rollovers from retirement plans. - Navigating Social Security and Medicare - Legacy and business succession plans - Strategies for managing financial risk, including life insurance, long term care and annuities. Ongoing education, to expand my knowledge and provide my clients solutions to meet their needs, is an important component to my practice. Informed clients make better financial decisions.



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.



List of Additional Financial Advisors in Missouri
Financial Counselors Inc Kansas City, MO
The Planners Network Inc. Lk Lotawana, MO
Jag Advisors St. Louis, MO
The Chamberlin Group Saint Louis, MO
Forward Financial LLC Columbia, MO
Kennedy Capital Management St Louis, MO
Mid-American Tax Advisory Group Inc Kansas City, MO

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