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Financial Planning Services Advisors in Clayton, Missouri
489 Results
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

CLAYTON, MO

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Devon Thomas is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Aaron has been in the industry since November 2013 and holds a Series 7TO, Series 66 and SIE licenses. Aaron is registered in 20 states, including Missouri and Texas. In addition to Merrill Lynch, Pierce, Fenner & Smith Inc. Aaron is also registered with the state of Texas as an Investment Advisor Representative.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

THE Colony Group, LLC

location

CLAYTON, MO

0 Disclosures

ADVISOR BIO

Aaron Vickar is an investment advisor representative associated with The Colony Group, LLC. Aaron is registered with the Securities and Exchange Commission and holds the Series 7, 63 and 66 securities licenses. Aaron has been in the industry for over 20 years and has worked at both Buckingham Strategic Wealth, LLC and BAM Management, LLC. Aaron has a long history of working in the financial services industry and has a strong track record of success. He is committed to providing his clients with personalized financial advice and helping them achieve their financial goals. The Colony Group, LLC is a fee-based investment advisor with a focus on providing high-quality, personalized financial advice. The firm manages over $21 billion in assets for a wide range of clients, including individuals, families, businesses, and charitable organizations. The Colony Group, LLC offers a comprehensive suite of financial services, including investment management, financial planning, retirement planning, estate planning, and insurance. If you are looking for a qualified and experienced financial advisor, Aaron is a great choice.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX PREP. SRVCS, DISPUTE RESOLUTION SRVCS, FAMILY OFFICE SRVCS, BUS. MGMT. SRVCS, INS. SOLUTIONS, CREDIT & CASH MGMT SOLUTIONS..
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed
location

CLAYTON, MO

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Adam John Stanley is a financial advisor with Edward Jones. Adam has been in the industry since March 16, 2016 and has worked at Edward Jones since February 2016. Adam is licensed in 30 states. Adam is also registered as an Investment Advisor Representative in Missouri and Texas. Adam holds Series 66, Series 7, and SIE licenses. Adam's office is located in Clayton, Missouri.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

THE Colony Group, LLC

location

CLAYTON, MO

0 Disclosures

ADVISOR BIO

Adam Truebe is an Investment Advisor Representative at The Colony Group, LLC. Adam has a Series 65 license and is registered as an Investment Advisor Representative in Missouri. Adam has worked in the financial industry since 2014 and has experience at Buckingham Strategic Wealth, LLC, Bayer, and The Colony Group, LLC. Adam provides financial planning, portfolio management, and other advisory services to individuals, families, and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX PREP. SRVCS, DISPUTE RESOLUTION SRVCS, FAMILY OFFICE SRVCS, BUS. MGMT. SRVCS, INS. SOLUTIONS, CREDIT & CASH MGMT SOLUTIONS..
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed
location

CLAYTON, MO

experience

23 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Adam Patin is a financial advisor who has been in the industry since 2002. Adam is registered with Edward Jones and is licensed to offer investment advice in multiple states. Adam is an experienced financial advisor who holds the Series 7, 63, and 66 licenses, as well as the SIE exam. Adam has a proven track record of providing financial advice to clients of all ages and income levels. Adam specializes in financial planning, portfolio management, and retirement planning.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Morgan Stanley | CFP ® (Certifications)

location

Clayton, MO

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Adam Bichsel is a financial advisor who has been in the industry since 2003. Adam has a background in the financial services industry and has worked at several firms, including Merrill Lynch, BANC of America Investment Services, Inc., BancWest Investment Services, Inc. and Invest Financial Corporation before joining Morgan Stanley. Adam holds licenses in a number of states and is registered with FINRA. Adam specializes in financial planning, pension consulting, educational seminars, and selection of other advisors. Adam is also registered to provide investment advice in Missouri and Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

CLAYTON, MO

experience

27 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Alan Taxman is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., located in CLAYTON, MO. Alan has been a registered representative for over 25 years and is licensed to provide investment advice in multiple states. Alan is committed to providing clients with personalized financial guidance to help them achieve their financial goals. Alan specializes in working with high-net-worth individuals, corporations, and businesses. Alan is a member of the B'Nai Amoona Congregation, a charitable organization in CREVE COEUR, MISSOURI.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

J.p. Morgan Securities LLC

location

Clayton, MO

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Alex Johnson is a financial advisor with J.P. Morgan Securities LLC. Alex has over 1 year of experience in the financial services industry. Alex has been registered as a securities representative since 2022, and is currently registered in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Alex is a Series 7TO, Series 66, and SIE licensed representative. Alex is active in the financial services industry with a focus on providing financial services to individuals and families.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

THE Colony Group, LLC

location

CLAYTON, MO

0 Disclosures

ADVISOR BIO

Alexander Robert Norath is an investment advisor representative with The Colony Group, LLC. Alexander is registered with the state of Missouri and has been in the industry since 2013. Alexander has a Series 65 license and specializes in providing financial planning, portfolio management, and other advisory services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX PREP. SRVCS, DISPUTE RESOLUTION SRVCS, FAMILY OFFICE SRVCS, BUS. MGMT. SRVCS, INS. SOLUTIONS, CREDIT & CASH MGMT SOLUTIONS..
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Asset Consulting Group, LLC | CFA ® (Certifications)

location

CLAYTON, MO

0 Disclosures

ADVISOR BIO

Alexander McKay Nixon is a registered investment advisor representative at Asset Consulting Group, LLC. Alexander has been with the firm since April 2014. He is a Chartered Financial Analyst. Alexander is registered to provide investment advisory services in Missouri.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
ASSET CONSULTING GROUP (ACG) PROVIDES COMPREHENSIVE INVESTMENT CONSULTING SERVICES TO TAXABLE AND TAX-EXEMPT ENTITIES.

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