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David M. Compere

CFP®, CTFA

Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities,...More

Commission and Fee Financial Advisor serving Missouri and the surrounding communities.

UMB Financial Services

3271 E Battlefield St, Ste. 260
Springfield, MO 65804
(888) 777-8270
(417) 891-2101

Dennis G. Newkirk

CPA, CFP®

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement

Financial Advisor serving Missouri and the surrounding communities.

Newkirk & Company LLC

PO Box 6517
Branson, MO 65615
(417) 339-3700

Mark S. Muschick

CPA, CFP®

Branch Manager

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Banking, Charitable & Planned Giving...More

Commission and Fee Financial Advisor serving Missouri and the surrounding communities.

LPL Financial

2997 Clarkson Rd, Ste 100
Chesterfield, MO 63017
(636) 200-4200

Joseph P. Griffard

CFP®

Wealth Manager

Specialties: Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Annuities, Charitable &...More

Commission and Fee Financial Advisor serving Missouri and the surrounding communities.

Bridgewater Asset Management

16150 Main Circle Drive, Suite 210
Chesterfield, MO 63017
(636) 256-2440

Nathaniel W. Klitzing

CFP®

Principal

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving,...More

Fee Only Financial Advisor serving Missouri and the surrounding communities.

Cambridge Capital Management, LLC

1200 S. Big Bend Blvd
St. Louis, MO 63117

Cambridge Capital Management, LLC

852 Cambridge Blvd
O Fallon, IL 62269

Walter J. Obremski

CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Missouri and the surrounding communities.

B & B Financial Planning

311 E Elm
O'Fallon, MO 63366
(636) 978-8770

Matthew A. Wagner

CFP®, CTFA

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Missouri and the surrounding communities.

Parkside Financial Bank & Trust

8112 Maryland Ave, Suite 101
Clayton, MO 63105
(314) 290-8640

Tyler Landes

CFP®, AIF®

President

Specialties: Comprehensive Financial Planning, Budget & Debt Management, 401(k)/403(b)/IRAs, Buying a...More

Fee Only Financial Advisor serving Missouri and the surrounding communities.

Tandem Financial Guidance, LLC

7534 Oak St
Kansas City, MO 64114
(816) 945-2230
CONNECT WITH Tyler
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Trevor K. Harris

CFP®

Senior Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Missouri and the surrounding communities.

Sonas Financial Group, Inc

916 SW Southgate Ct.
Blue Springs, MO 64015

Sonas Financial Group, Inc

4520 Main Street
Kansas City, MO 64111

Todd W. Minear

CFP®, MBA

Founder and Managing Member

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving Missouri and the surrounding communities.

Open Road Wealth Management, LLC

9100 N Lewis Ave
Kansas City, MO 64157
(816) 507-5237
CONNECT WITH Todd
  • facebook link
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  • linkedin link
  • youtube link

Joan D. Malloy

CFP®,CPA,CFA

President

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement

Financial Advisor serving Missouri and the surrounding communities.

Greenway Family Office

27 Flynn Forest Ln
St. Louis, MO 63122
(314) 963-7544

Kelly J. Hokanson

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Financial Advisor serving Missouri and the surrounding communities.

The Planned Approach

420 W. 98th Street, Ste. 1
Kansas City, MO 64114
(816) 941-0098

David M. Garrison

CFP®

Specialties:

Financial Advisor serving Missouri and the surrounding communities.

Cambridge Investment Research, Inc.

608 SW 3rd St
Lees Summit, MO 64063
(888) 307-3878
(816) 246-1212

Maryann Vognild

CFP®

Director of Planning

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Missouri and the surrounding communities.

GreenCourse Financial Advisors LLC

390 S Woods Mill Road, Ste 250
Chesterfield, MO 63017

David J. Jackson

CFP®

Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Missouri and the surrounding communities.

Waddell & Reed Financial Advisors

900 W 48th Pl, Ste 120
Kansas City, MO 64112
(816) 548-4155

Lucinda (Cindy) Richey

CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Investment Management,...More

Commission and Fee Financial Advisor serving Missouri and the surrounding communities.

Prosperity Planning, Inc

1805 NW Platte Rd, Ste 100
Kansas City, MO 64150
(816) 587-7526

James L. Butler

CFP®,CLU,ChFC,MSFS

President

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned...More

Commission and Fee Financial Advisor serving Missouri and the surrounding communities.

Butler Associates, Inc.

10733 Sunset Office Dr, Ste 259 A
Saint Louis, MO 63127
(800) 207-8207
(314) 842-6555

Tina Fromme

CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Financial Advisor serving Missouri and the surrounding communities.

TIAA Trust

One Metropolitan Square, 211 North Broadway Suite 1000
Saint Louis, MO 63102
(314) 244-5829

John Potashnick

CFP®

Senior Financial Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Banking, Asset...More

Commission and Fee Financial Advisor serving Missouri and the surrounding communities.

BMO Harris Financial Advisors

2301 South Kingshighway
Saint Louis, MO 63110
(314) 268-2535

John T. Straub

CFP®, CPA/PFS

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Missouri and the surrounding communities.

Straub Financial Services LLC

9322 Manchester Rd
Saint Louis, MO 63119
(314) 961-5576 x45

Jason M. Uetrecht

CFP®

Tax Partner-Wealth Management

Specialties: Budget & Debt Management, Attending College, Comprehensive Financial Planning, Charitable ...More

Financial Advisor serving Missouri and the surrounding communities.

RubinBrown

One North Brentwood
Clayton, MO 63105
(314) 290-3283

Laura T. Scobee

CFP®

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset...More

Commission and Fee Financial Advisor serving Missouri and the surrounding communities.

The Capital Group, LLC

12400 Olive Blvd, Ste 328
Saint Louis, MO 63141
(314) 336-0832

Donald A. Lueke

CFP®

Specialties:

Financial Advisor serving Missouri and the surrounding communities.

Heritage First, Inc.

800 West 47th, Ste 709
Kansas City, MO 64112-1244
(816) 931-0375

Bing Chen

CFA, CFP®

Vice President / Portfolio Manager

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Missouri and the surrounding communities.

UMB Private Wealth Management

1010 Grand Blvd
Kansas City, MO 64106
(816) 860-7588

Mark Finke

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

Financial Advisor serving Missouri and the surrounding communities.

Mengel, Surdyke, Murphy & Finke

12213 Big Bend Rd
Saint Louis, MO 63122
(314) 677-2550

James E. Warren

CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Missouri and the surrounding communities.

Compass Wealth Management LLC

1201 Walnut, Ste 400
Kansas City, MO 64106
(816) 842-4455

Ron C. Penney

CFP®, ChFC®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Missouri and the surrounding communities.

1342 E Kingsley, Ste E
Springfield, MO 65804
(417) 881-9200

Rodney M. Loesch

CFP®

Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Financial Advisor serving Missouri and the surrounding communities.

Waddell & Reed Financial Services

4200 Little Blue Pkwy, Ste 400
Independence, MO 64064
(800) 844-4494
(816) 356-8200

Theodore P. Chibnall

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate...More

Financial Advisor serving Missouri and the surrounding communities.

Wealthplan Advisors Group

4171 Crescent Dr, Ste 200
Saint Louis, MO 63129-3645
(314) 845-8222