Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Lake St Louis, MO
Every SEC-registered investment adviser representative at a firm office in Lake St Louis, with the firms that employ the most of them.
21 registered advisors work in Lake St Louis; the most are at Edward Jones (10). 4 list the CFP designation and 20 are also registered broker representatives.
Firms with the most advisors in Lake St Louis
| Firm | Advisors in Lake St Louis |
|---|---|
| Edward Jones news | 10 |
| First Heartland Consultants, Inc. | 5 |
| LPL Financial LLC news | 3 |
| Cornerstone Wealth Management, LLC | 2 |
| Osaic Wealth, Inc. news | 2 |
| Tiburon Capital Advisors LLC | 1 |
Advisors in Lake St Louis, A to Z
CFP advisors in Lake St Louis →- Brian A. BeamEdward Jones
- Lewis W. DetzOsaic Wealth, Inc.
- Ronald B. FaintichEdward Jones
- Sara C. FitzpatrickEdward Jones · Chartered Financial Consultant
- Matthew C. HarrisEdward Jones · Certified Financial Planner
- Aaron J. Keener-SmithTiburon Capital Advisors LLC
- Joseph G. KinnisonFirst Heartland Consultants, Inc. · Chartered Financial Analyst
- Ryan C. LeeEdward Jones
- Stephanie L. McFaddenEdward Jones · Certified Financial Planner
- Sarah A. MolitorFirst Heartland Consultants, Inc.
- Sarah J. PayneFirst Heartland Consultants, Inc.
- Michael A. ReichertFirst Heartland Consultants, Inc.
- Stephanie E. RichardsonEdward Jones
- Leo N. SeilerEdward Jones · Certified Financial Planner
- Daniel G. ShelleyOsaic Wealth, Inc.
- Jana L. ShepardEdward Jones · Certified Financial Planner
- Andrew W. WalzFirst Heartland Consultants, Inc.
- Michael Williams IIIEdward Jones
- Charles P. WrayLPL Financial LLC
- Lori L. WrayLPL Financial LLC
- Louis E. Wray Jr.LPL Financial LLC
Other cities in Missouri
All of Missouri →St. Louis 4,277Clayton 597Chesterfield 582Kansas City 561St Louis 528Saint Louis 366Springfield 332Maryland Heights 163Frontenac 159Columbia 150Creve Coeur 88O'Fallon 80Jefferson City 75Lees Summit 69Lee's Summit 68Des Peres 60Liberty 60Cape Girardeau 55Kirkwood 50Saint Charles 49Joplin 48Ballwin 43Independence 42St Charles 41
Questions
How many financial advisors are in Lake St Louis, MO?
21 investment adviser representatives are registered at firm offices in Lake St Louis, Missouri, according to the SEC's Investment Adviser Public Disclosure records. 20 of them are also registered as broker representatives, and 4 list the CFP designation.
Which firm has the most financial advisors in Lake St Louis?
Edward Jones, with 10 registered advisors in Lake St Louis, followed by First Heartland Consultants, Inc. with 5.
How do I check a financial advisor in Lake St Louis?
Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.