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Advisors near 62260

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Monica G

Series 63, Series 66

Saint Louis, MO

Integra Wealth Advisors

General tax planning
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Michael P

PFSâ„¢, Series 63, Series 65

Saint Louis, MO

Michael Piper, LLC

Retirement income strategy Roth conversion strategy Social Security optimization Charitable giving tax strategies
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Ethan O

Series 65

St. Louis, MO

Long River Investment Management LLC

Active portfolio management Passive / index investing Tax-loss harvesting
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Kyle P

Series 65

St. Louis, MO

Parke Investment Management, Inc.

Options & derivatives strategies
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Ethan R

Series 66

St. Louis, MO

Sigma Advisors, LLC

Wealth management Passive / index investing Founder/Business Owner Attorney
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Garrett G

CFP®, Series 65

St. Louis, MO

Halyard Financial, LLC

Business ownership considerations Tax strategies for small businesses Retirement income strategy Cash flow / budgeting General estate planning guidance Founder/Business Owner
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Ryan G

CFP®, CFA®

Webster Groves, MO

Bemiston Asset Management, LLC

I’m a CFA® and CFP® professional who helps young professionals and growing families navigate life’s big financial decisions with clarity and confidence. Many of my clients are in the middle of major transitions—equity compensation, an inheritance, buying a home, or welcoming a child—and want expert guidance without the jargon. I combine deep technical expertise with a straightforward, approachable style so you can make smart moves today and build lasting wealth for tomorrow. My approach is collaborative and grounded in your real-life goals. We’ll create a plan that’s clear, flexible, and tailored to your priorities—whether that’s funding your next big move, investing for long-term growth, or making work optional someday. The result? You spend less time stressing about money and more time enjoying the life you’re building.

Equity Recipients (RS/RSU, SOP, ESPP) Dual Income Family Mid-Career Professionals Gen Y/Millennials (Born 1980-1995)
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Luke C

Series 63, Series 65

St. Louis, MO

Wynne Capital Management, Incorporated

Passive / index investing Active portfolio management
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Ravi Kumar D

Series 65, Series 66

St Louis, MO

Nidhi Capital, LLC

Options & derivatives strategies Active portfolio management Executive
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Joshua A

Series 63, Series 65

Saint Louis, MO

AIS Financial

Active portfolio management Options & derivatives strategies Real estate investing Annuities
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