Danielle Diller

Advisor at Edward Jones

Updated today

Location

Warrenton, MO 63383

Credentials

Series 66

Industry experience

2 years

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

General retirement planning Wealth management

Location

6 Town And Country Marketplace

Warrenton, MO 63383

Most active in

Missouri · Texas

Work history

Edward Jones

2024 - Present (2 years)

Edward Jones

2018 - 2024 (6 years)

Fort Bragg Federal Credit Union

2014 - 2018 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Lesley K

CFP®

Moscow Mills, MO

Kilcullin Financial Life Planning, LLC

Lesley Kilcullin is a CFP® professional with 13 years of industry experience, currently serving as the sole advisor at Kilcullin Financial Life Planning, LLC since 2015. The firm manages approximately $57.9 million across about 111 client relationships, providing comprehensive financial planning, investment consultation, portfolio management, and retirement-plan rollover advice. Kilcullin Financial Life Planning employs a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory, focusing on diversified, tax-efficient, low-cost mutual funds, ETFs, and individual securities, primarily managing assets on a nondiscretionary basis. The firm also offers educational workshops and assists clients with accounts maintained at other custodians.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General retirement planning Retirement withdrawal strategies
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Ashley A

CFP®, Series 66

Troy, MO

Sheller Wealth Management, Inc.

Ashley Arnold is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Sheller Wealth Management, Inc. in Troy, MO. Prior to joining Sheller Wealth, Arnold has been affiliated with LPL Financial, LLC since 2017 and holds a leadership role as Vice President at S/A Analytics, Inc., where she is involved in economic research and analysis. Sheller Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm manages approximately $58.5 million in assets and uses a primarily long-term investment approach, combining fundamental, technical, and charting analysis to tailor portfolios primarily consisting of equities, fixed income, and ETFs.

Wealth management Passive / index investing Private / alternative investments
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Gary S

CFP®, Series 63

Troy, MO

Sheller Wealth Management, Inc.

Gary Sheller is a CFP® with 37 years of industry experience, currently serving as an advisor at Sheller Wealth Management, Inc. in Troy, MO. Before founding Sheller Wealth Management in 2017, he spent 11 years at Cutter & Company, Inc. Outside of financial advising, he is involved in operating Oakwind Farms Hunting Preserve, a business he owns in Troy. Sheller Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm manages approximately $58.5 million in assets and utilizes a primarily long-term investment approach, constructing customized portfolios from equities, fixed income, and ETFs.

Wealth management Passive / index investing Private / alternative investments
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Ashli E

Series 63, Series 65

Wright City, MO

LPL Financial

Ashli Estes is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with LPL Financial since 2015. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Austin B

Series 66

Warrenton, MO

Cetera

Austin Burke is a financial advisor with Cetera in Warrenton, MO, holding a Series 66 designation and eight years of industry experience. He has worked with multiple Cetera entities since 2017 and currently owns and operates Burke Financial Advisors, LLC. Burke is also a board member of the Greater Warren County Economic Development Council. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary services, utilizing a range of advisor-managed accounts, model portfolios, and third-party solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement

Sara L

Series 66

Moscow Mills, MO

Edward Jones

College savings (529s, UTMA, etc.) Wealth management Retirement income strategy Business ownership considerations Founder/Business Owner
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