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Find Top Financial Advisors in Ballwin, Missouri

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WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Ballwin, Missouri. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisors in Ballwin

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.

Qualified Financial Advisors in Ballwin, Missouri
Financial Advisor Office Location Phone Number
Brian Long
St. Louis Financial Group
15415 Clayton Road,
Ballwin, MO  63011
(314) 336-0888
William L. Meyer
Cutter & Company, Inc.
15415 Clayton Road,
Ballwin, MO  63011
(636) 537-8770
Rob Norman
Norman Wealth Advisory
15415 Clayton Rd,
Ballwin, MO  63011
(636) 779-1636
Beth Sharpe-Verdugo
Creative Planning
---,
St. Louis, MO  63017
(314) 240-0515
Matthew J. Jarrell CFP®
St. Louis Financial Planners, Inc.
1415 Elbridge Payne Road, Suite 140,
Chesterfield, MO  63017
(636) 532-3900
Gary Cassell
Premier Wealth Advisory Services
16100 Chesterfield Pkwy West,
Chesterfield, MO  63017
(636) 532-7337
Tiya Lim
Creative Planning
---,
St. Louis, MO  63131
(913) 800-1152
Travis Mudd
Merrill Lynch
1630 S. Lindbergh Blvd,
Saint Louis, MO  63131
(314) 997-2931
Brett Stehl
Creative Planning
---,
St. Louis, MO  63304
(913) 300-1993
Ron Adkison
Creative Planning
---,
Fenton, MO  63026
(314) 371-5266
Gabe Wilson
Creative Planning
---,
St. Louis, MO  63119
(314) 202-9987
David Naert Managing Director - Investments
Oppenheimer & Company
1 N. Brentwood Blvd,
Clayton, MO  63105
(314) 746-2540
John C. Wahl
One Bridge Wealth Management
230 South Bemiston Avenue, Suite 910,
Saint Louis, MO  63105
(314) 924-8009
Brigid Jones-Mook
Creative Planning
---,
Lake Saint Louis, MO  63367
(636) 399-2488
Jeffrey Severin
Severin Investments, LLC
211 N Broadway,
Saint Louis, MO  63102
(314) 983-2707

Information on Qualified Financial Advisors in Ballwin

Qualifications CRD# 2143884
FirmCRD# 22449
Series 7, 63, 66

Compensation/Fee Fee-Based, Commissions, Based on Assets


Office Location 15415 Clayton Road,
Ballwin,
MO 
63011
Phone Number (314) 3360888

About St. Louis Financial Group

We are an independent Wealth Management firm in the Ballwin, Chesterfield area. We help a select group of high net-worth families and small business owners in the St. Louis area. Specializing in retirement planning, we match client's dreams and values with a written financial plan to remove the worries associated with investments and insurance. Some of our clients have been with us for over 20 years. We take great pride in being independent and having the ability to research many types of investments and come back to the client with the best tool to get the job done. Whether it's an IRA or stock and bond portfolio, we'll find the right investment for you, your family or your business.



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

Compensation/Fee Fee-Based, 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# 2312319
FirmCRD# 22449
Series 7, 24, 63, 65

Compensation/Fee Fee-Based, Based on Assets, Commissions


Office Location 15415 Clayton Rd,
Ballwin,
MO 
63011
Phone Number (636) 7791636

Norman Wealth Advisory Rob Norman I started in the Industry in 1994. I have obtained Series 7, 24, 63, 65 and several Insurance licenses. Including: Long term care, Variable annuity, Accident, Health & Life, and Disability. I'm currently working on obtaining my Accredited Investment Fiduciary or AIF designation. In helping you BUILD your Investments I use several factors:Regulatory oversight, Minimum Track Record, Stability of Organization, Assets in the Investment, Composition consistent with Asset class, Style Consistency, Expense Ratios/ Fees relative to peers, Risk-adjusted performance relative to peers.

About Norman Wealth Advisory

At Norman Wealth Advisory our goal is to assist you in BUILDING, PROTECTING, and eventually TRANSFERRING your wealth. It took me 20 years to design what I believe to be one of the best "value propositions" in the industry. It's simple the client comes first, in everything thing I do, and every process I implement is for your financial benefit. I have a low fee holistic financial planning practice. I will be a forward thinker on your behalf. This will hopefully prevent you from having financial pitfalls in the future, that could derail your entire financial plan.



Qualifications CRD# 3168400
FirmCRD# 105348


Office Location ---,
St. Louis,
MO 
63017
Phone Number (314) 2400515

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.



Office Location 1415 Elbridge Payne Road, Suite 140,
Chesterfield,
MO 
63017
Phone Number (636) 5323900

About St. Louis Financial Planners, Inc.

As a long-established financial planning corporation, St. Louis Financial Planners has set its own tradition, a tradition of values-centered management advice. In 1976, the firm first offered full service financial planning in order to address the core financial needs of their clients. For over 35 years, people of the Midwest have relied on St. Louis Financial Planners and the principles on which the firm was built: Listen closely. Provide fundamentally sound financial planning. Deliver what you promise. Commit to quality. No nonsense Midwestern values still guide the firm today. As eloquently expressed in the state motto of their Missouri home, "Salus populi suprema lex esto" - "the welfare of the people is the supreme law;" St. Louis Financial Planners knows that their continuing success depends on how well they service and respond to the needs and interests of their clients. St. Louis Financial Planners, Inc. is an Investment Advisor registered with the states of Missouri, Illinois and Texas and may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.



Qualifications CRD# 1803668
FirmCRD# 122078

Compensation/Fee Fee Only, Based on Assets, Hourly


Office Location 16100 Chesterfield Pkwy West,
Suite 360,
Chesterfield,
MO 
63017
Phone Number (636) 5327337

Welcome! I'm originally from Nebraska where I graduated from Hastings College with a degree in Physics and then moved to St. Louis in 1985 to attend Washington University. Shortly after that, I navigated my way to becoming a financial advisor. Initially I worked for large wealth management firms, but found that they spent more time talking about how to make the firm more money than how to make the clients more money. At that point, I decided to make a change and started my own firm. In 1999, I launched Premier Wealth Advisory Services to help our clients invest smarter, reduce taxes, and retire on their terms. When I'm not at the office, you will find me spending time with my beautiful wife and two great children, family, friends, or watching every Husker football game with my dad. I love hiking in Colorado, playing tennis, walking and brewing beer with my son.

About Premier Wealth Advisory Services

Premier Wealth Advisory Services mission is to inspire our clients to achieve their goals through education, communication and service, which exceeds their expectations. We have over 25 years of experience providing sound financial advice for both individuals and businesses. At Premier Wealth Advisory Services, we stay true to our core values, mission and vision so you can benefit from our loyal commitment to execute on your needs. Our core values are Professional Knowledge, Integrity, Personalized Service and Teamwork. Located in Chesterfield, MO, Premier Wealth Advisory Services was established with a vision of building deep and genuine client relationships – and a drive to deliver extraordinary service. We understand that your goals and objectives are completely unique, and we’re passionate about helping you discover and pursue your desired outcomes. Our goal is to be your most trusted financial advisor by sharing our professional knowledge, transparent insight, integrity and personalized wealth management service with you.



Qualifications CRD# 5890105
FirmCRD# 105348


Office Location ---,
St. Louis,
MO 
63131
Phone Number (913) 8001152

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.



Qualifications CRD# 5887278
FirmCRD# 7691
Series 7, 31, 66

Compensation/Fee Fee-Based, Based on Assets, Flat Fee


Office Location 1630 S. Lindbergh Blvd,
Saint Louis,
MO 
63131
Phone Number (314) 9972931

I am married with 3 children under the age of 12. We enjoy Crossfit as a family and going to local parks together.

About Merrill Lynch



Qualifications CRD# 5354521
FirmCRD# 105348


Office Location ---,
St. Louis,
MO 
63304
Phone Number (913) 3001993

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.



Qualifications CRD# 6033329
FirmCRD# 105348


Office Location ---,
Fenton,
MO 
63026
Phone Number (314) 3715266

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.



Qualifications CRD# 4786219
FirmCRD# 105348


Office Location ---,
St. Louis,
MO 
63119
Phone Number (314) 2029987

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.



Qualifications CRD# 1532335
Series 4, 6, 7, 23, 63, 65

Compensation/Fee Fee-Based


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# 5833997
FirmCRD# 8032
Series 7, 63, 66

Compensation/Fee Fee-Based, Based on Assets, Commissions


Office Location 230 South Bemiston Avenue, Suite 910,
Saint Louis,
MO 
63105
Phone Number (314) 9248009

John provides his clients with customized, comprehensive financial advice to help them achieve their goals and live the life they want. As a Certified Financial Planner (CFP®), he specializes in investment strategy, wealth accumulation, education planning, and retirement planning with families and business owners. Many of John's clients came to him because they no longer wanted the hassle of managing their own portfolios or they were not sure that they were managing it as efficiently and effectively as they wanted. Others were nearing retirement, had a 401(k), and wanted a retirement plan. In addition to investment selection, John includes comprehensive strategies for his clients such as tax-advantaged strategies, risk management solutions such as insurance, and income strategies. A St. Louis native and CBC graduate, John received his undergraduate degree and MBA from Ole Miss. Today, he puts his experience to work with a passion to improve the financial lives of those around him. That is also one of the main objectives for co-founding One Bridge Wealth Management: to continuously improve the financial lives of his clients and the services delivered to them. John lives with his wife and son in St. Louis. Other than spending time with them, he enjoys spending time at his family farm, golfing, hunting, traveling, and anything outdoors. Contact him today to learn more about his services and how One Bridge Wealth Management can help you reach your financial goals.

About One Bridge Wealth Management

Here at One Bridge, we provide a comprehensive array of wealth management solutions to individuals, families, small businesses, non-profit organizations and qualified retirement plans. We work with you and your family to build, manage, preserve, and transfer your wealth according to your goals. Together, we will go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. We start by examining the wealth strategies universe and its modules: Accumulation & Investment Selection, Retirement Planning, Estate Planning, Risk Management and Insurance, Education Planning, Charitable Giving Planning, Taxation, and Business Planning. Then, we create a comprehensive plan: By exploring each module in detail, we will determine which ones require our immediate attention, which ones are more long-term in nature, and which ones, if any, that simply do not apply. From our findings, we will assemble an implementation plan for your financial future. From there, we support your financial goals: Working together with us helps simplify the complexities of your financial life by focusing on managing your wealth in a systematic way for the long term. As your trusted advisor, we'll leverage the broad industry experience of our team of financial experts, their deep product knowledge and our comprehensive range of customizable resources to help you build, manage, preserve, and transfer your wealth according to your goals.



Qualifications CRD# 4050832
FirmCRD# 105348


Office Location ---,
Lake Saint Louis,
MO 
63367
Phone Number (636) 3992488

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.



Qualifications CRD# 2345958
FirmCRD# 11025
Series 65

Compensation/Fee Fee-Based, Based on Assets, Flat Fee, Hourly


Office Location 211 N Broadway,
Suite 2925,
Saint 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!



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Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?