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Advisors near 63367
Out of 400,000+ nationwide
Michael M
Series 63, Series 65
Chesterfield, MO
Mills Barrington Advisors, LLC.
John L
ChFC®, Series 63
O' Fallon, MO
JM Lotshaw Consulting
Gary C
Series 63, Series 65
Chesterfield, MO
Premier Wealth Advisory Services, Inc.
Matthew D
Series 66
St. Peters, MO
Durham Wealth Management, LLC
Stephen P
Series 63, Series 65
Chesterfield, MO
S.P. Parkin & Co
Michael D
CFP®, CPA
Cottleville, MO
Peakview Strategies
Too often during my prior time in the financial world, I saw companies that operated under old models that cared only about selling products, offered incomplete solutions and outdated technology that’s out of step with how the world works, or incentivized their employees and affiliates for things not in the client’s best interests. It is my intention that Peakview Strategies will fix those shortcomings and bring a select group of clients a new experience unlike what they’ve read about online when working with a stereotypical financial advisor. I’d love the opportunity to be of service if you like what you see. I believe it’s my mission in life to help you win with your money, and I have the professional experience and expertise to make it happen. I care deeply about my clients and want to be their biggest advocates in their unique missions to make the most of their money. The best compliments I’ve received are those who have expressed their gratitude for guidance to results they didn’t think were possible and for encouragement to keep going to get to those destinations. When not working to benefit my clients or honing my craft, you’ll likely find me traveling, spending quality time with family and friends, or enjoying one of my many other hobbies. I’m an avid follower of sports, love smoking meat and tasting bourbon, drinking coffee and like the historical figure I’d love to meet (Winston Churchill), am easily satisfied with the very best. I do my best to undo all the smoked meat and bourbon by plugging in for some quality time exercising.
James D
CFP®, Series 63, Series 65
Lake St. Louis, MO
Wealth Ambassadors, LLC
Chad C
Series 63, Series 65
O'fallon, MO
Centorbi Financial Group, Inc.
Joshua W
Series 63, Series 66
St. Charles, MO
Wheeler Financial Planning LLC
Thomas A
Series 65
Chesterfield, MO
CedarMill Financial
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Advisors near 63367
Out of 400,000+ nationwide