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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Weldon Spring, MO

Every SEC-registered investment adviser representative at a firm office in Weldon Spring, with the firms that employ the most of them.

The short answer

8 registered advisors work in Weldon Spring; the most are at Edward Jones (2). 1 list the CFP designation and 4 are also registered broker representatives.

Firms with the most advisors in Weldon Spring

FirmAdvisors in Weldon Spring
Edward Jones news2
&Partners news1
Creative Planning news1
Epoch Family Wealth1
Osaic Wealth, Inc. news1
Roth Investment Management, LLC1
Starkey & Associates, Inc.1

Advisors in Weldon Spring, A to Z

CFP advisors in Weldon Spring →

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 Weldon Spring, MO?

8 investment adviser representatives are registered at firm offices in Weldon Spring, Missouri, according to the SEC's Investment Adviser Public Disclosure records. 4 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Weldon Spring?

Edward Jones, with 2 registered advisors in Weldon Spring, followed by &Partners with 1.

How do I check a financial advisor in Weldon Spring?

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.