Find a CFP® Professional

Search Results

For searches that include a zip code, the results below list CFP® professionals within the selected radius range of the center point of the zip code, displayed in a random order that is updated frequently. If you received too few or too many search results, use the “Refine Your Search” button to modify your search.

Contact

Doug Nelson Money Coach
(913) 461-7283

1600 Genessee St Ste 823
Livestock Exchange Building
Kansas City, MO 64102-1079
View on Map
(816) 256-2388

Compensation Method: Commission and Fee
Minimum Investable Assets: $25,000
Languages: Spanish, English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning

Contact

Northwestern Mutual
(314) 394-1394

701 Market St
Suite 1070
St Louis, MO 63101-1851
View on Map
(314) 244-0700

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Education Planning, General Financial Planning, Insurance Planning, Investment Management, Long-Term Care, Retirement Planning

Contact

Moneta Group
(314) 244-3322

100 South Brentwood Blvd.
Suite 500
Clayton, MO 63105-1695
View on Map
(314) 244-3322

Compensation Method: Fee Only
Minimum Investable Assets: $1,000,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact

West County Finl Svcs
(636) 333-2035

48 Hickory Court
Arnold, MO 63010-2758
View on Map
(636) 333-2035

Compensation Method: Commission and Fee
Minimum Investable Assets: $10,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact

Personal Financial Designs
(816) 230-8622

1150 NW 700th Rd
Holden, MO 64040-9481
View on Map
(816) 230-3446

Compensation Method: Fee Only
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Healthcare Planning

Contact

Hinde & Co
(816) 364-4900

PO Box 8399
Saint Joseph, MO 64508-8399
View on Map
(816) 364-4900

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Investment Management

Contact

Edward Jones
(314) 567-7293

711 N New Ballas Rd
Creve Coeur, MO 63141-6715
View on Map
(314) 567-7293

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact

Purk Adivors, LLC
(314) 884-4000

1034 S Brentwood Blvd Ste 2000
Saint Louis, MO 63117-1224
View on Map
(314) 884-4000

Compensation Method: Commission and Fee
Minimum Investable Assets: $50,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Education Planning, Employee and Employer Plan Benefits, General Financial Planning, Investment Management, Wealth Management

Contact

Foundation Wealth Mangement
(314) 726-6789

8000 Maryland Ave Ste 1165
Clayton, MO 63105-3911
View on Map
(314) 726-6789

Compensation Method: Fee Only
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact

Panoptic Wealth Advocates
(314) 415-1700

425 S Woods Mill Rd Ste 220
Chesterfield, MO 63017-3475
View on Map
(314) 415-1700

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Intergenerational Planning, Investment Management

Contact

Thrivent Financial For Lutherans
(314) 757-7799

1000 Country Club Rd Ste P
Saint Charles, MO 63303-3371
View on Map
(314) 757-7799

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact

Retirement Income Strategies, LLC
(314) 966-4848

10805 Sunset Office Dr Ste 300
Saint Louis, MO 63127-1027
View on Map
(314) 966-4848

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Retirement Income Management

Contact

Morgan Stanley Smith Barney
(314) 889-4876

101 South Hanley
Suite 600
St. Louis, MO 63105-3435
View on Map
(314) 889-4876

Compensation Method: Commission and Fee
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact

Ameriprise Financial
(314) 336-4330 x111

16305 Swingley Ridge Road
Suite 201
Chesterfield, MO 63017-1777
View on Map
(314) 336-4330

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning

Contact

Pines Wealth Management, LLC.
(314) 576-6767 x108

11475 Olde Cabin Rd Ste 220
Saint Louis, MO 63141-7129
View on Map
(314) 576-6767

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact

Axius Financial
(314) 884-2805

50 Hill Pointe Court
Suite 200
St. Charles, MO 63303-3889
View on Map
(636) 493-9600

Compensation Method: Salary
Minimum Investable Assets: $25,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact

Fiduciary Advisors, Inc.
(314) 686-4076

12813 Flushing Meadows Dr Ste 280
Saint Louis, MO 63131-1835
View on Map
(314) 686-4076

Compensation Method: Fee Only
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Education Planning, Investment Management, Investment Planning, Men's Finances, Retirement Income Management, Retirement Planning

Contact

Wells Fargo Advisors, LLC
(913) 951-5800

2601 SW Carlton Dr
Lees Summit, MO 64082-4124
View on Map
(913) 951-5800

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Elder Care, Estate Planning, Investment Planning, Life Transitions, Long-Term Care, Retirement Income Management

Contact

McKillip Financial Services
(314) 728-2422

16690 Swingley Ridge Road
Suite 240
Chesterfield, MO 63017-0758
View on Map
(314) 728-2422

Compensation Method: Commission and Fee
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Business Succession Planning, Charitable Giving, Education Planning, Estate Planning, Insurance Planning, Investment Planning, Long-Term Care

Contact

Ameriprise Financial Services, Inc.
(314) 439-9401 x105

12312 Olive Boulevard
Suite 660
St. Louis, MO 63141-5450
View on Map
(314) 439-9401

Compensation Method: None Provided
Minimum Investable Assets: $50,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

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