Advisors at this firm
Steven S
Series 63, Series 65
Saint Charles, MO
Axius Advisors LLC
Steven Stillman is a financial advisor with Axius Advisors LLC in Saint Charles, MO, holding Series 63 and Series 65 credentials and 35 years of industry experience. His prior work includes 14 years at Cambridge Investment Research Advisors, Inc. He also serves as an independent insurance agent managing fixed index annuity trails through an outside IMO. Axius Advisors LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs modern portfolio theory and a long-term trading approach, offering both ongoing asset-based management and flexible financial planning options.
Kurt S
Series 63, Series 65
Saint Charles, MO
Axius Advisors LLC
Kurt Sergiewich Jr. is a financial advisor at Axius Advisors LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Cambridge Investment Research Advisors and Arete Wealth Advisors. Axius Advisors LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm uses a long-term investment approach based on modern portfolio theory and offers both ongoing asset-based management and one-time or hourly financial planning options.
Steven K
Series 63, Series 66
Saint Charles, MO
Axius Advisors LLC
Steven Kenny is a financial advisor with Axius Advisors LLC in Saint Charles, MO, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He previously worked at Cambridge Investment Research and has been involved with AXIUS Financial since 2016. Outside of his advisory work, he is a co-owner of a seasonal rental property in Wisconsin with his wife. Axius Advisors LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a long-term investment approach based on modern portfolio theory and offers both ongoing management and one-time or hourly financial planning options.
Kelly S
CFP®, Series 66
Saint Charles, MO
Axius Advisors LLC
Kelly Stonebarger is a CFP® with 22 years of industry experience, currently serving at AXIUS Advisors LLC. She previously worked at Cambridge Investment Research Advisors, Inc. for 13 years. AXIUS Advisors LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a long-term trading approach based on modern portfolio theory and offers both ongoing asset-based management and fee-based financial planning options.
Scott B
ChFC®, Series 63, Series 66
Saint Charles, MO
Axius Advisors LLC
Scott Browne is a financial advisor at Axius Advisors LLC with 13 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Axius Advisors, he worked at Cambridge Investment Research Advisors for 12 years. Axius Advisors LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm utilizes modern portfolio theory and a long-term trading approach, offering both ongoing asset-based management and one-time or hourly financial planning options.
Jeff L
Series 63, Series 65
Saint Charles, MO
Axius Advisors LLC
Jeff Locker is a financial advisor with Axius Advisors LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior experience includes over a decade at Cambridge Investment Research Advisors, Inc., and he currently serves as CEO and owner of Axius Financial. Outside of financial services, Locker is involved in youth and professional soccer as a coach and co-owner of the St. Louis Ambush MASL soccer club and owner of Ambush Soccer Club LLC, and he serves on the board of the Academy of the Sacred Heart. Axius Advisors LLC provides portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a long-term, modern portfolio theory-based investment approach and offers a range of services including discretionary asset management, one-time financial plans, and hourly financial planning.
Christopher J
Series 66
Saint Charles, MO
Axius Advisors LLC
Christopher Jacobs is a financial advisor at Axius Advisors LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at Cambridge Investment Research Advisors and Axius Financial prior to joining Axius Advisors. Axius Advisors LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs modern portfolio theory and a long-term trading approach, offering both ongoing asset-based management and flexible financial planning options.
Thomas R
Series 63, Series 65
Saint Charles, MO
Axius Advisors LLC
Thomas Reed III is a financial advisor at Axius Advisors LLC with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cambridge Investment Research Advisors and AXIUS Financial. Reed is also the owner and advisor of Axius Financial, a financial services business. Axius Advisors LLC provides portfolio management and financial planning services to individuals, high-net-worth individuals, charitable organizations, and business entities. The firm employs a long-term investment approach based on modern portfolio theory and offers both ongoing asset-based management and one-time or hourly financial planning options.
Michael O
Series 63, Series 65
Saint Charles, MO
Axius Advisors LLC
Michael Orr is a financial advisor with Axius Advisors LLC in Saint Charles, MO, holding Series 63 and Series 65 credentials and 21 years of industry experience. His career includes roles at LPL Financial, Cambridge Investment Research Advisors, and operating his own firm, Orr Financial. Axius Advisors LLC provides portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a long-term trading approach based on modern portfolio theory and offers both ongoing asset-based management and hourly financial planning options.
Ronald K
Series 63, Series 65
Saint Charles, MO
Axius Advisors LLC
Ronald Klenke is a financial advisor at Axius Advisors LLC with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Cambridge Investment Research Advisors, Inc. Klenke serves on the boards of McKendree College and Glen Echo Country Club. Axius Advisors LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm follows a long-term investment approach based on modern portfolio theory and offers both ongoing asset-based management and one-time or hourly financial planning options.
Timothy C
Series 66
Saint Charles, MO
Axius Advisors LLC
Timothy Chambliss is a financial advisor at Axius Advisors LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Cambridge Investment Research Advisors. Outside of his advisory role, he is also an insurance agent. Axius Advisors LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs modern portfolio theory and a long-term trading approach, offering both ongoing asset-based management and one-time or hourly financial planning options.
Lori T
Series 63, Series 65
Saint Charles, MO
Axius Advisors LLC
Lori Turner is a financial advisor at Axius Advisors LLC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Cambridge Investment Research Advisors, Rosetta Financial Advisors, and Axius Financial prior to her current roles. Axius Advisors LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm uses modern portfolio theory and a long-term trading approach, offering both ongoing asset-based management and one-time or hourly financial planning options.