Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Ofallon, MO
Every SEC-registered investment adviser representative at a firm office in Ofallon, with the firms that employ the most of them.
The short answer
28 registered advisors work in Ofallon; the most are at Core Planning (25). 9 list the CFP designation and 2 are also registered broker representatives.
Firms with the most advisors in Ofallon
| Firm | Advisors in Ofallon |
|---|---|
| Core Planning | 25 |
| Edward Jones news | 1 |
| Transcendent Investment Advisors, LLC | 1 |
| Wells Fargo Clearing Services, LLC news | 1 |
Advisors in Ofallon, A to Z
CFP advisors in Ofallon →- Gregory J. DierCore Planning · Certified Financial Planner
- James M. EthingtonTranscendent Investment Advisors, LLC
- Daniel W. FarrellCore Planning · Chartered Financial Analyst
- Jason R. FedakCore Planning
- Jacob M. GeorgeCore Planning · Certified Financial Planner
- Mariko O. GordonCore Planning · Certified Financial Planner, Chartered Financial Analyst
- Jared N. HamannCore Planning
- Tavarus HogansCore Planning
- Eusevius I. HowardCore Planning
- Josiah KelloggCore Planning
- Stan J. KovarikCore Planning
- Mee-Kyong LeeCore Planning · Certified Financial Planner
- Tanner MillarCore Planning
- Marcel M. MiuCore Planning · Certified Financial Planner, Chartered Financial Analyst
- Andrew J. MoranCore Planning · Certified Financial Planner
- Guy M. PennCore Planning
- Joseph PowellCore Planning
- Leon RenCore Planning
- Eric RodriguezCore Planning
- Sean SandersWells Fargo Clearing Services, LLC
- Joseph F. SchneiderCore Planning
- Emily G. ScottCore Planning · Certified Financial Planner
- Maria K. StalterCore Planning · Certified Financial Planner
- Christopher J. TaylorCore Planning
- Frank VestalCore Planning
- Michelle R. WagnerCore Planning · Certified Financial Planner
- Thomas R. WallEdward Jones
- Jasmine YoungCore Planning
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 Ofallon, MO?
28 investment adviser representatives are registered at firm offices in Ofallon, Missouri, according to the SEC's Investment Adviser Public Disclosure records. 2 of them are also registered as broker representatives, and 9 list the CFP designation.
Which firm has the most financial advisors in Ofallon?
Core Planning, with 25 registered advisors in Ofallon, followed by Edward Jones with 1.
How do I check a financial advisor in Ofallon?
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.