Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in St. Louis, MO

Every SEC-registered financial advisor at a firm office in St. Louis who lists the Chartered Financial Consultant designation, A to Z.

62 ChFC holders work in St. Louis; the most are at Edward Jones (36). 53 are also registered broker representatives.

ChFC advisors in St. Louis, A to Z

Every advisor in St. Louis →
  • Kathryn L. AdamsEdward Jones · Chartered Financial Consultant
  • Charles AnkneyEdward Jones · Chartered Financial Consultant
  • Joseph M. Arndt IIIOsaic Wealth, Inc. · Chartered Financial Consultant
  • Keith A. BarrFocus Partners Wealth, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Brian A. BuchmeierEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Tyler CampoMosaic Wealth · Chartered Financial Consultant
  • Angela M. CaroselloEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Kitty ChungEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Karen A. ClaytonEdward Jones · Chartered Financial Consultant
  • Brian P. ClineEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Kenneth B. CohenHuntleigh Advisors, Inc. · Chartered Financial Consultant
  • Bennett E. ConklinEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Jenisteen DavierWells Fargo Clearing Services, LLC · Chartered Financial Consultant
  • Mark FrauenhofferEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Katherine M. FrickEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Nathaniel J. GanousisEdward Jones · Chartered Financial Consultant
  • Nancy B. GeorgenMoneta Group Investment Advisors, LLC · Chartered Financial Consultant
  • Zachary GravesEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Daniel J. GreenEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Jeremy J. GreenEdward Jones · Chartered Financial Consultant
  • Mark A. GregorMidwestern Securities Trading Company, LLC · Chartered Financial Consultant
  • Jana M. GregorekMoneta Group Investment Advisors, LLC · Chartered Financial Consultant
  • Shellie L. HaluskaEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Kenneth K. HangEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Scott IversonClaris Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Barry J. JacobsEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Robert E. JeanEdward Jones · Chartered Financial Consultant
  • Andrew P. JohnsonStifel, Nicolaus & Company, Incorporated · Chartered Financial Consultant
  • Gregory Kessler JrWells Fargo Advisors Financial Network, LLC · Chartered Financial Consultant
  • Thomas A. Lane IIIMoneta Group Investment Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Daniel G. LeightonEdward Jones · Chartered Financial Consultant
  • David S. LepleyEdward Jones · Chartered Financial Consultant
  • William G. MacherAllworth Financial, L.P. · Chartered Financial Consultant
  • Douglas J. MarcelloEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Alexandra M. MarifianEdward Jones · Chartered Financial Consultant
  • Don E. McKinleyFortify Wealth, Inc. · Chartered Financial Consultant
  • Christopher M. MeersBenjamin F. Edwards & Company, Inc. · Chartered Financial Consultant
  • Anna M. MeurerUniversal Financial Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Edward B. MeyerEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Ian C. MinnigerodeState Farm Investment Management Corp. · Chartered Financial Consultant
  • Timothy MintonEdward Jones · Chartered Financial Consultant
  • Christopher D. MohmeEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Robert M. MyersEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Christopher R. RafananWells Fargo Clearing Services, LLC · Chartered Financial Consultant
  • Lucas J. ReisEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Samantha H. RidenourEdward Jones · Chartered Financial Consultant
  • Jayron D. RobinsonEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Ryan M. RoeMma Securities LLC · Chartered Financial Consultant
  • Kimberly ShockleeEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Herbert C. SmithKestra Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Jon M. SmithStifel, Nicolaus & Company, Incorporated · Chartered Financial Consultant
  • Samuel A. StrebKrilogy · Certified Financial Planner, Chartered Financial Consultant
  • Collin TaheriEdward Jones · Chartered Financial Consultant
  • Cliff VanittersumOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Michael J. VredenburghMoneta Group Investment Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Brittany L. WishmanEdward Jones · Chartered Financial Consultant
  • Jodi L. WohldmannEdward Jones · Chartered Financial Consultant
  • Terrance L. Woodfield Jr.Edward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Kevin R. WoodwardEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Madonna L. YoungState Farm Investment Management Corp. · Chartered Financial Consultant
  • Michael D. ZileEdward Jones · Chartered Financial Consultant
  • David T. ZofnessCreativeone Securities, LLC · Chartered Financial Consultant

Firms with the most ChFC holders in St. Louis

Edward Jones 36Moneta Group Investment Advisors, LLC 4Osaic Wealth, Inc. 2State Farm Investment Management Corp. 2Stifel, Nicolaus & Company, Incorporated 2Wells Fargo Clearing Services, LLC 2Allworth Financial, L.P. 1Benjamin F. Edwards & Company, Inc. 1Claris Advisors, LLC 1Creativeone Securities, LLC 1Focus Partners Wealth, LLC 1Fortify Wealth, Inc. 1Huntleigh Advisors, Inc. 1Kestra Advisory Services, LLC 1Krilogy 1

ChFC advisors in other Missouri cities

All of Missouri →

Chesterfield 20Springfield 16Kansas City 13Saint Louis 13Clayton 12Columbia 8Creve Coeur 7Independence 6Lee's Summit 6Blue Springs 5St Charles 5Ballwin 4Lees Summit 4Maryland Heights 4Warrensburg 4Cape Girardeau 3Jefferson City 3Kirkwood 3Liberty 3Poplar Bluff 3Rolla 3Saint Charles 3Wentzville 3West Plains 3

Questions

How many ChFC financial advisors are in St. Louis, MO?

62 SEC-registered investment adviser representatives at firm offices in St. Louis, Missouri list the ChFC designation; Edward Jones employs the most of them (36).

What is a ChFC?

ChFC stands for Chartered Financial Consultant, The American College's financial-planning designation: eight courses and three years of experience.

How do I check a ChFC in St. Louis?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the ChFC itself with the body that issues it.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a ChFC with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and CFA charterholders.