Advisors at this firm
Sarah W
Series 63, Series 66
Saint Louis, MO
25 Financial
Sarah Wilson is a financial advisor at 25 Financial in Saint Louis, MO, with three years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Charles Schwab & Co., Inc. and TD Ameritrade. 25 Financial is an SEC-registered investment adviser that provides discretionary asset management and financial planning primarily to individual and high-net-worth clients. The firm develops customized investment programs based on client goals, time horizon, and risk tolerance, employing various analytical methods and managing accounts on a discretionary basis.
Stephan M
Series 66
Saint Louis, MO
25 Financial
Stephan Mc Kee is a financial advisor with 5 years of industry experience, currently serving at 25 Financial. He holds the Series 66 designation and has worked at Great Point Capital, Arete Wealth Advisors, and Arete Wealth Management. Mc Kee also has a background in the U.S. Army and has been involved in insurance sales as a licensed agent. 25 Financial is an SEC-registered investment adviser that provides discretionary asset management and financial planning primarily to individual and high-net-worth clients. The firm tailors investment programs to client goals and risk tolerance, using various analytical methods and offering alternative investments as part of its portfolio management.
Jonathan L
Series 63, Series 66
Saint Louis, MO
25 Financial
Jonathan Lester is a financial advisor at 25 Financial in Saint Louis, MO, with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Edward Jones, Arete Wealth Advisor LLC, and Great Point Capital, LLC. Outside of his advisory role, he serves as an account manager for Watchmen Solutions, a company providing video and physical security services. 25 Financial is an SEC-registered investment adviser that offers discretionary asset management and financial planning primarily to individual and high-net-worth clients. The firm develops customized investment programs based on client goals and risk tolerance and manages accounts on a discretionary basis with regular reviews.
Randall L
CFP®, Series 66
Saint Louis, MO
25 Financial
Randall Larson is a CFP® with 15 years of experience and is affiliated with 25 Financial in Saint Louis, MO. His prior work includes roles at Arete Wealth Management and the founding of Larson Financial Group. Outside of financial advising, he is involved in film production and editing through Martureo, Inc., a nonprofit operating foundation, and serves as a board member of The Office Social Club, a members-only nonprofit social organization. 25, LLC is an SEC-registered investment adviser that provides discretionary asset management and financial planning primarily to individual and high-net-worth clients. The firm creates personalized investment programs using various analytical methods and manages accounts on a discretionary basis with regular reviews.
Timothy M
Series 63, Series 65
Saint Louis, MO
25 Financial
Timothy Moore is a financial advisor at 25 Financial in Saint Louis, MO, holding Series 63 and Series 65 licenses with five years of industry experience. His prior roles include positions at Great Point Capital, LLC, Arete Wealth Advisors LLC, Arete Wealth Management LLC, and Core Planning, LLC. Outside of his advisory work, he oversees finances and administrative functions at Faith Community Church. 25 Financial is an SEC-registered investment adviser that provides discretionary asset management and financial planning primarily to individual and high-net-worth clients. The firm develops client investment programs tailored to goals, time horizon, and risk tolerance, employing various analytical methods and managing accounts on a discretionary basis with regular reviews.
Bradley M
CFP®, Series 66
Nolensville, TN
25 Financial
Bradley Meyers is a Certified Financial Planner (CFP®) with 11 years of industry experience. He is currently with 25 Financial, where he has worked since 2022. His prior experience includes roles at Arete Wealth Management LLC, Arete Wealth Advisors LLC, and Larson Financial Group. 25 Financial is an SEC-registered investment adviser that provides discretionary asset management and financial planning primarily to individual and high-net-worth clients. The firm creates customized investment programs based on client goals and risk tolerance, using a range of analytical methods and generally managing accounts on a discretionary basis.
Nathan B
Series 66
Iowa City, IA
25 Financial
Nathan Brooks is a financial advisor at 25 Financial with 15 years of industry experience. He holds the Series 66 designation and has worked at firms including Larson Financial Group and Arete Wealth Advisors. In addition to his advisory role, he conducts fixed disability and term life insurance sales through an agency on a limited basis. 25 Financial is an SEC-registered investment adviser that provides discretionary asset management and financial planning primarily to individual and high-net-worth clients. The firm uses various analytical methods to tailor investment programs based on clients’ goals, risk tolerance, and time horizon.
Brian S
Series 63, Series 66
Saint Louis, MO
25 Financial
Brian Sanguinet is a financial advisor with 14 years of industry experience, currently serving at 25 Financial. He holds Series 63 and Series 66 licenses and has worked at firms including Great Point Capital and Arete Wealth Advisors. Outside of finance, he owns a hair salon, Salon Artiste, in Saint Louis, MO. 25 Financial is an SEC-registered investment adviser that provides discretionary asset management and financial planning primarily to individual and high-net-worth clients. The firm bases client investment programs on goals, time horizon, and risk tolerance, using various analytical methods, and manages accounts on a discretionary basis with regular reviews.
Jeffrey L
Series 66
Saint Louis, MO
25 Financial
Jeffrey Larson is a financial advisor with 21 years of industry experience, currently affiliated with 25 Financial. He holds the Series 66 designation and has previously worked at Arete Wealth Management LLC and Larson Financial Group, LLC. Outside of his advisory role, he is an owner of The Office Club, LLC, which rents office space for social events, and serves on the board of The Office Social Club, LLC, a members-only nonprofit social organization. 25, LLC is an SEC-registered investment adviser that provides discretionary asset management and financial planning primarily to individual and high-net-worth clients. The firm develops client investment programs based on individual goals, time horizon, and risk tolerance, employing various analysis methods and generally managing accounts on a discretionary basis with quarterly reviews.