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Qualifications of Financial Advisor in Saint Louis

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 Saint Louis, Missouri
Financial Advisor Office Location Phone Number
David Naert Managing Director - Investments,
Oppenheimer & Company
1 N. Brentwood Blvd,
Clayton, MO  63105
(314) 746-2540
Todd Long,
Edelman Financial Engines, LLC
130 S. Bemiston Ave.,
Clayton, MO  63105
(314) 354-5014
Bonnie Griffith,
Stonewolfe Financial Inc
3636 S Geyer Rd,
Sunset Hills, MO  63127
(314) 422-1125
Kathy Harder,
Edelman Financial Engines, 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
Eric Halter,
Edelman Financial Engines, 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
Gregg Gonzalez, CFP®,
St. Louis Retirement Advisors
133 Chesterfield Business Pkwy,
Chesterfield, MO  63005
(636) 530-9977
Scott Szymula,
Edelman Financial Engines, LLC
3780 Green Mount Crossing Dr.,
Shiloh, IL  62269
(618) 632-2525

Information on Qualified Financial Advisors in Saint Louis

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# 4473255
FirmCRD# 104510
Series 7, 55, 63, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 130 S. Bemiston Ave.,
Suite 800,
Clayton,
MO 
63105
Phone Number (314) 3545014

Joined Edelman Financial Engines in 2017. Began his career in the financial services industry in 2002. Bachelor's degree in Finance from Southwest Missouri State University.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



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# 5280298
FirmCRD# 104510
Series 65

Compensation/Fee Fee Based Only - No Commissions


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

Joined Edelman 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 Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



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# 4689482
FirmCRD# 104510
Series 7, 63, 65

Compensation/Fee Fee Based Only - No Commissions


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

Joined Edelman 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).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 Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



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# 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# 5610110
FirmCRD# 104510
Series 7, 66

Compensation/Fee Fee Based Only - No Commissions


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

Joined Edelman 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 Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



List of Additional Financial Advisors in or around Saint Louis, Missouri
Kennedy Capital Management St Louis, MO
The Advisory Group, LLC Edwardsville, IL