Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Sunset Hills, MO
Every SEC-registered investment adviser representative at a firm office in Sunset Hills, with the firms that employ the most of them.
17 registered advisors work in Sunset Hills; the most are at Edward Jones (7). 0 list the CFP designation and 14 are also registered broker representatives.
Firms with the most advisors in Sunset Hills
| Firm | Advisors in Sunset Hills |
|---|---|
| Edward Jones news | 7 |
| Osaic Wealth, Inc. news | 3 |
| Ameriprise Financial Services, LLC news | 2 |
| Duncan Financial Management, Inc. | 2 |
| Cetera Investment Advisers LLC news | 1 |
| Northwestern Mutual Investment Services, LLC | 1 |
| Sfc Financial LLC | 1 |
Advisors in Sunset Hills, A to Z
Search all of Missouri →- Joseph A. ColemanCetera Investment Advisers LLC
- Brian T. DentingerEdward Jones
- Jeffrey R. DuncanDuncan Financial Management, Inc.
- Sean DuncanDuncan Financial Management, Inc.
- Juan GarzaEdward Jones
- Erin R. HaberkornAmeriprise Financial Services, LLC
- David J. HerberEdward Jones · Certified Financial Planner
- Walter A. Klein IVSfc Financial LLC
- Justin B. KochOsaic Wealth, Inc. · Certified Financial Planner
- Cynthia R. ParsonEdward Jones · Chartered Financial Consultant
- Edward D. Phelan Jr.Edward Jones
- Daniel P. RoperEdward Jones
- Tedd R. SchlerethAmeriprise Financial Services, LLC
- Amy A. SherrerOsaic Wealth, Inc.
- Jonathan B. ShoreOsaic Wealth, Inc. · Certified Financial Planner
- Mark D. VanceEdward Jones · Chartered Financial Consultant
- Jamie A. WeberNorthwestern Mutual Investment Services, LLC · Certified Financial Planner
Other cities in Missouri
All of Missouri →St. Louis 4,529Clayton 660Chesterfield 615Kansas City 604St Louis 555Saint Louis 379Springfield 359Maryland Heights 215Frontenac 174Columbia 159Creve Coeur 94O'Fallon 88Jefferson City 80Lees Summit 71Des Peres 69Lee's Summit 66Liberty 63Saint Charles 56Joplin 55Kirkwood 55Cape Girardeau 52Ballwin 47St Charles 44Independence 43
Questions
How many financial advisors are in Sunset Hills, MO?
17 investment adviser representatives are registered at firm offices in Sunset Hills, Missouri, according to the SEC's Investment Adviser Public Disclosure records. 14 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in Sunset Hills?
Edward Jones, with 7 registered advisors in Sunset Hills, followed by Osaic Wealth, Inc. with 3.
How do I check a financial advisor in Sunset Hills?
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.