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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Abigail Allen (CRD# 4867711) is an Investment Advisor Representative working at &partners in Weldon Spring, MO and has over 19 years of experience in the finance industry.
Dustin Harwell (CRD# 4985460) is an Investment Advisor Representative working at Edward Jones in Weldon Spring, MO and has over 18 years of experience in the finance industry.
Jeffrey Jacobson (CRD# 3060152) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Weldon Spring, MO and has over 25 years of experience in the finance industry.
Jared Mora (CRD# 6740662) is an Investment Advisor Representative working at Edward Jones in Weldon Spring, MO and has over 7 years of experience in the finance industry.
Brady Ritchey (CRD# 5619562) is an Investment Advisor Representative working at Roth Investment Management, LLC in Weldon Spring, MO and has over 15 years of experience in the finance industry.
Christopher Starkey (CRD# 1076370) is an Investment Advisor Representative working at Starkey & Associates, Inc. in Weldon Spring, MO and has over 38 years of experience in the finance industry.
Jordan Barski (CRD# 7099494) is an Investment Advisor Representative working at Edward Jones in Weldon Spring, MO and has over 4 years of experience in the finance industry.
Bill Meyer (CRD# 1018380) is President of Cutter Company and specilzes in helping small business owners. Bill works like a financial physician, diagnosing business and family monetary positions, subsequently providing remedies to their problems or ideas to improve their overall financial fitness.
A 1978 graduate from Maryville College, Bill earned his Chartered Life Underwriter and Chartered Financial Consultant degrees from The American College of Bryn Mawr Pennsylvania in 1983. In January, 2013, Bill obtained the Accredited Investment Fiduciary designation (“AIF®”) authorized by the Center...
Craig Toberman is the Founder of Toberman Wealth – a fee-only financial advisor based in St. Louis. He assists families and businesses with strategic financial planning and long-term wealth management. He has over a decade of experience in financial services and has crafted custom financial plans for hundreds of families and businesses.
Craig received a Bachelor of Science (B.S.) degree in Agricultural and Consumer Economics from the University of Illinois and a Master of Business Administration (M.B.A.) degree in Finance from Saint Louis University. He is a Certified Financial Planner (CFP),...
Zachary Han (CRD# 5259774) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in St. Louis, MO and has 14 years of experience in the finance industry. Zachary Han has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.