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Missouri Missouri

Find Retirement Planners for Retirement Planning in Missouri

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Missouri, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

List of Qualified Retirement Planners in Missouri

David Naert Managing Director - Investments

Oppenheimer & Company

1 N. Brentwood Blvd
Suite 600

Clayton, MO 63105

314-746-2540

Edward Taylor

The Jamison Edward Group

601 NE 70th Street
#101

Kansas City, MO 64118

816-429-5055

John C. Wahl

One Bridge Wealth Management

230 South Bemiston Avenue, Suite 910

Saint Louis, MO 63105

314-924-8009

Rob Norman

Norman Wealth Advisory

15415 Clayton Rd

Ballwin, MO 63011

636-779-1636

Severin Investments, LLC

Severin Investments, LLC

211 N Broadway, Suite 2925

Saint Louis, MO 63102

866-983-2707

Travis Mudd

Merrill Lynch

1630 S. Lindbergh Blvd

Saint Louis, MO 63131

314-997-2931

William L. Meyer

Cutter & Company, Inc.

15415 Clayton Road

Ballwin, MO 63011

636-537-8770

Ryan Powers

Krilogy

275 N. Lindbergh Blvd., Suite 20

Saint Louis, MO 63141

314-884-2818

Jared Reynolds

WR Wealth Planners

200 E. Southampton Dr. Ste 101

Columbia, MO 65203

573-875-3939

John Killoy

Edelman Financial Engines, LLC

1317 NE Douglas Street

Lees Summit, MO 64086

913-312-1713

Brian Long

St. Louis Financial Group

15415 Clayton Road

Ballwin, MO 63011

314-336-0888

John Killoy

Edelman Financial Engines, LLC

9203 NE 152 Highway

Kansas City, MO 64158

913-312-1713

Alan Suiter

First Financial Consultants

3816A S Greystone Ct

Springfield, MO 65804

417-881-0400

List of Additional Retirement Planners in Missouri*

* Additional advisor listing is provided in partnership with Yext

Allstate Personal Financial Representative: Bob Pippin

707 N 7 Hwy

Blue Springs, MO 64014
816-517-8615

The Woods Team - Morgan Stanley

701 Market St
Ste 1500

St. Louis, MO 63101
314-982-0335

Bridgewater Wealth Management Group

6 Waggener Industrial Ct

Crystal City, MO 63019
636-937-9333

Justin Drake, Bankers Life Securities Financial Representative

3065 Williams St
Ste 309

Cpe Girardeau, MO 63703
573-335-2188

Baron Financial Group

2432 East Madrid

Springfield, MO 65804
417-886-1111

Bagby Wealth Management

302 North Walnut Street

Dexter, MO 63841
573-624-4771

Parker K. Evans - Morgan Stanley

1006 West Pine St

Poplar Bluff, MO 63901
573-778-1789

Paul Paladino, Bankers Life Securities Financial Representative

2118 W Chestrfld Blvd
# D101

Springfield, MO 65807
417-864-8151

Holly Olsen - Nodaway Valley Bank

14402 N 169 Hwy

Smithville, MO 64089
816-873-2929

Summers Wealth Management, LLC

625 Maryville Centre Dr.
Suite 110

St. Louis, MO 63141
833-342-7526

Miles Gill - Morgan Stanley

4520 Main St
8th Fl

Kansas City, MO 64111
816-932-7887

John L Solomon - Morgan Stanley

4520 Main St
8th Fl

Kansas City, MO 64111
816-932-7834

Altair At The Heights

1325 Boland Place

Richmond Heights, MO 63117
314-333-1733

SP+ Parking

1008 Baltimore Ave

Kansas City, MO 64105
816-471-0843

Altair At The Preserve

100 Winghaven Pointe Drive

O Fallon, MO 63368
636-329-9400

Edward Jones - Financial Advisor: Kathleen E Judge

333 S Kirkwood Rd
Ste 308

Kirkwood, MO 63122
314-966-1020

Steven Hughes, CFP, CIMA - UBS Financial Services Inc.

4622 Pennsylvania Ave
8th Floor

Kansas City, MO 64112
816-751-5288

Russ T Clever - Morgan Stanley

14805 N Outer Forty Rd
Ste 200

Chesterfield, MO 63017
314-889-4876

Edward Jones - Financial Advisor: Alessandra Graber

601 E 63rd St
Suite 420

Kansas City, MO 64110
816-333-4226

DTLR

10835 Old Halls Ferry Rd
Suite G - Suite H

Ferguson, MO 63136
314-867-2467

The Stoner Group - UBS Financial Services Inc.

17107 Chesterfield Airport Rd
Suite 200

Chesterfield, MO 63005
636-534-2679

Larry McBee, Bankers Life Securities Financial Representative

754 Bagnell Dam Blvd
Ste 754B 754C 754D

Lake Ozark, MO 65049
573-964-0001

Bryan Watkins, Bankers Life Securities Financial Representative

390 S Woods Mill Rd
Ste 160

Chesterfield, MO 63017
314-682-3476

The Miller/Miller/Clever Group - Morgan Stanley

14805 N Outer Forty Rd
Ste 200

Chesterfield, MO 63017
636-733-7600

Joel Engelhardt - UBS Financial Services Inc.

One N Brentwood Boulevard
Shaw Park Plaza

St Louis, MO 63105
314-746-4157

George Simon, CFP - UBS Financial Services Inc.

One N Brentwood Boulevard
Shaw Park Plaza

St Louis, MO 63105
314-746-4199

PrimeLending - Andrew Semple | Sr. Loan Originator - NMLS 771096

3150 South National Avenue

Springfield, MO 65807
417-616-0782

David Brooks, Bankers Life Securities Financial Representative

1801 NW Platte Rd
Ste 220

Riverside, MO 64150
816-737-6550

Chad Clem, Bankers Life Securities Financial Representative

100 NE Tudor Rd
Ste 103

Lees Summit, MO 64086
816-793-7027

Ryan Stiefermann, Bankers Life Securities Financial Representative

1000 W Nifong Blvd
Ste 8-200

Columbia, MO 65203
573-449-3979

James Chouteau, Bankers Life Securities Financial Representative

100 NE Tudor Rd
Ste 103

Lees Summit, MO 64086
816-380-6978

Steven Lutjen, Bankers Life Securities Financial Representative

1801 NW Platte Rd
Ste 220

Riverside, MO 64150
816-737-6550

David Hensley, Bankers Life Securities Financial Representative

1801 NW Platte Rd
Ste 220

Riverside, MO 64150
816-737-6550

Mortgage Solutions Financial Kansas City

5901 NW 63rd Terrace
Ste 180

Kansas City, MO 64151
816-709-4990

First Command Financial Advisor - Ashley Durbin

1714 Deer Tracks Trail
Suite 225

Town And Country, MO 63131
314-856-1250

Kimberly J Garrison - Morgan Stanley

1535 East Primrose St

Springfield, MO 65804
417-885-1611

The Weaving Road Group - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
217-875-7603

Cornerstone Wealth Management - Ben Toben

13358 Manchester Road Suite 200

Des Peres, MO 63131
314-282-2002

James Hadley, Bankers Life Securities Financial Representative

3065 Williams St
Ste 309

Cpe Girardeau, MO 63703
573-335-2188

Andrew T. Dickinson, CRPC? - UBS Financial Services Inc.

17107 Chesterfield Airport Rd
Suite 200

Chesterfield, MO 63005
636-534-2648

Testament Financial

615 South Main Street

Saint Charles, MO 63301
507-251-0437

Cetera Wealth Partners

11433 Olde Cabin Road
Suite 250

Saint Louis, MO 63141
314-307-8758

St. Louis, MO Branch Office - UBS Financial Services Inc.

One North Brentwood Blvd
Shaw Park Plaza, 14th Floor

St. Louis, MO 63105
314-746-4128

SafeMoney

100 Chesterfield Business Parkway
2nd Floor

Chesterfield, MO 63005
636-527-1000

Evans Wealth Planning

319 North Main Avenue
Suite 310

Springfield, MO 65806
417-860-5678

Means Financial Group

1425 Triad Center Drive

St. Peters, MO 63376
636-778-1293

Todd Thrasher - Morgan Stanley

701 Market St
Ste 1500

St. Louis, MO 63101
314-982-0316

Equity Financial Services Group

301 SE Main Street

Lee's Summit, MO 64063
877-328-4725

Steven Ostrander - Morgan Stanley

14805 N Outer Forty Rd
Ste 200

Chesterfield, MO 63017
636-733-7645

Leer Financial Wealth Management, LLC.

12412 Powerscourt Drive
Suite 30

Saint Louis, MO 63131
314-394-2354

Sommer Investments, L.L.C.

1395 Triad Center Drive
Suite 4

Saint Peters, MO 63376
636-441-1700

Clayton Investment Associates

8860 Ladue Road
Suite 230

Saint Louis, MO 63124
314-659-8065

Kase Financial Services

6 West Main
Ste. 604

Sullivan, MO 63080
573-468-4700

Mike Gilliam

641 Cepi Dr.

Chesterfield, MO 63005
636-777-7020

Sanford Lea & Associates

1655 South Enterprise Avenue
Suite B4

Springfield, MO 65804
417-886-2220

Cuba Financial Group

8 S. Silver Springs Road

Cape Girardeau, MO 63703
573-334-7000

White Rhode Financial

212 West Main Street
Suite A

Maysville, MO 64469
816-449-5415

WealthSprings, LLC

118 Spring Street

Excelsior Springs, MO 64024
816-630-1170

Andrew Taylor - Morgan Stanley

14805 N Outer Forty Rd
Ste 200

Chesterfield, MO 63017
636-733-7632

Joseph P Bauer - Morgan Stanley

4520 Main St. 8th
Fl

Kansas City, MO 64111
816-932-7862

Nicholas R Zichella - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
314-889-4855

Linda Richards - Morgan Stanley

14805 N Outer Forty Rd
Ste 200

Chesterfield, MO 63017
636-733-7616

Renaissance Financial

5700 Oakland Avenue
Suite 400

St. Louis, MO 63110
314-932-4300

Allstate Personal Financial Representative: Michael Nolan

18102 Chstrfld Aprt Rd
Ste E

Chesterfield, MO 63005
314-596-7949

Natalie Norman - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
314-889-9899

Edward Jones - Financial Advisor: Benjamin J Kenkel

17221 New College Ave

Wildwood, MO 63040
636-458-6178

Daniel Naert - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
314-889-9843

Edward Jones - Financial Advisor: Dave Herber, CFP®|AAMS®

3890 South Lindbergh Blvd
Suite 110

Sunset Hills, MO 63127
314-843-0828

Edward Jones - Financial Advisor: Scott M Sheldon

4151 N Mulberry Dr
Ste 206

Kansas City, MO 64116
816-584-9600

Stifel | Jake Allen, CIMA , CPWA, CRPC, CDFA

2021 S. Lindbergh Boulevard
Suite 300

Frontenac, MO 63131
314-556-6700

Plaza Advisory Group, Inc.

101 South Hanley Road
Suite 1350

Saint Louis, MO 63105
314-726-0600

Robert Curtis - UBS Financial Services Inc.

One N Brentwood Boulevard
Shaw Park Plaza

St Louis, MO 63105
314-746-4186

Paul Cavallini - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
314-889-9882

Arnold Kelly - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
314-889-9849

Harrison P Hill - Morgan Stanley

4520 Main St
8th Fl

Kansas City, MO 64111
816-932-7827

Vetta Financial, LLC.

1930 Edwards St.
Suite 100

Saint Louis, MO 63110
314-833-3208

Cornerstone Advisors, LLC

641 Cepi Drive

Chesterfield, MO 63005
314-256-0252

Glenn Wilde, Bankers Life Securities Financial Representative

1000 W Nifong Blvd
Ste 8-200

Columbia, MO 65203
573-449-3979

Summit Wealth Strategies

16020 Swingley Ridge Road
Suite 110

Chesterfield, MO 63017
636-532-0088

The Paratum Group - Morgan Stanley

1535 East Primrose St

Springfield, MO 65804
417-885-1612

John G. Baker, CFP

14377 Woodlake Drive
Suite 203

Chesterfield, MO 63017
314-205-8777

Burkhead Wealth Management

600 East Capitol Avenue

Jefferson City, MO 65101
573-635-1181

Reliant Financial Services Inc.

1600 Genessee
Suite #961

Kansas City, MO 64102
816-460-0401

Missouri Hills Wealth Management, LLC

520 Dix Road,
Suite D

Jefferson City, MO 65109
573-638-0330

Stefanie Bullman, Bankers Life Securities Financial Representative

2118 W Chestrfld Blvd
# D101

Springfield, MO 65807
417-864-8151

Morgan Stanley Financial Advisors

14805 N Outer Forty Rd
Ste 200

Chesterfield, MO 63017
636-733-7600

Pines Financial Group, Inc.

16020 Swingley Ridge Road
Suite 325

Chesterfield, MO 63017
636-733-2399

LPL Financial

2997 Clarkson Road
Suite 100

Chesterfield, MO 63017
636-200-4200

Morgan Stanley Financial Advisors

701 Market St
Ste 1500

St. Louis, MO 63101
314-231-9580

Millenia Investments

16100 Chesterfield Parkway West
Suite 165

Chesterfield, MO 63017
636-777-7780

Horizon Financial Group

11440 Olive Boulevard
Suite 260

Saint Louis, MO 63141
314-434-8493

Cutter & Company, Inc

15415 Clayton Road

Ballwin, MO 63011
636-537-8770

Pines Wealth Management

11475 Olde Cabin Road
Suite 220

Saint Louis, MO 63141
314-576-6767

Syntegra Private Wealth Group

14567 North Outer Forty Road
Suite 480

Chesterfield, MO 63017
314-802-7232

Griffin Financial Services Group

11425 Dorsett Road
Suite 203

Maryland Heights, MO 63043
314-475-3550

Johnson Wealth Management

2264 Wurtz Road

Hermann, MO 65041
573-237-3100

Smart Money Innovations

5988 Mid Rivers Mall Drive

Saint Peters, MO 63304
636-352-2003

Conversion Financial Services

8008 Carondelet Ave
Suite 300

Clayton, MO 63105
314-313-9451

Stotler Wealth Management

208 North Central Avenue
Suite C

Eureka, MO 63025
636-587-0026

Harvey J Ziegler - Morgan Stanley

14805 N Outer Forty Rd
Ste 200

Chesterfield, MO 63017
314-889-4888

Wood Financial Partners

7800 Forsyth Blvd.
Fl 5

Clayton, MO 63105
314-236-2431

Allstate Personal Financial Representative: Ken Klages

6440 Chippewa St

Saint Louis, MO 63109
314-200-5767

Jacob Portock, Bankers Life Securities Financial Representative

1000 W Nifong Blvd
Ste 8-200

Columbia, MO 65203
573-449-3979

Adam Kragskow, Bankers Life Securities Financial Representative

2118 W Chestrfld Blvd
# D101

Springfield, MO 65807
417-864-8151

The Chesterfield Group - UBS Financial Services Inc.

17107 Chesterfield Airport Rd
Suite 200

Chesterfield, MO 63005
636-534-2653

Philip Fleming, Bankers Life Securities Financial Representative

2118 W Chestrfld Blvd
# D101

Springfield, MO 65807
417-864-8151

Clark Morris - Morgan Stanley

1535 East Primrose St

Springfield, MO 65804
417-885-1634

Hughes Kangethe - Morgan Stanley

4520 Main St
8th Fl

Kansas City, MO 64111
816-932-7800

Gary Wideman - UBS Financial Services Inc.

One N Brentwood Boulevard
Shaw Park Plaza

St Louis, MO 63105
314-746-4128

Ryan Stewart - Nodaway Valley Bank

2703A Running Horse Rd

Platte City, MO 64079
816-597-5300

Genex Consulting

10900 Manchester Road
Suite 100

Kirkwood, MO 63122
314-590-5900

The Martin Group - UBS Financial Services Inc.

One N Brentwood Boulevard
Shaw Park Plaza

St Louis, MO 63105
314-746-4132

Peter Sanfelippo, CFP® - UBS Financial Services Inc.

17107 Chesterfield Airport Rd
Suite 200

Chesterfield, MO 63005
636-534-2614

James E Szweda - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
314-889-4802

The Douthat Group - UBS Financial Services Inc.

4622 Pennsylvania Ave
8th Floor

Kansas City, MO 64112
816-932-9538

William D Valentine - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
314-854-5629

The Perry Acuff Group - Morgan Stanley

4520 Main St
8th Fl

Kansas City, MO 64111
816-932-8700

Brett Goldschmidt - Morgan Stanley

14805 N Outer Forty Rd
Ste 200

Chesterfield, MO 63017
636-733-7610

Benjamin Stansfield, Bankers Life Securities Financial Representative

390 S Woods Mill Rd
Ste 160

Chesterfield, MO 63017
314-682-3476

David Taylor, Bankers Life Securities Financial Representative

2118 W Chestrfld Blvd
# D101

Springfield, MO 65807
417-864-8151

Marathon Financial Planning

16 West Drive

Chesterfield, MO 63017
636-489-4932

Karen Phillips, Bankers Life Securities Financial Representative

1000 W Nifong Blvd
Ste 8-200

Columbia, MO 65203
573-449-3979

Kari Skyles, Bankers Life Securities Financial Representative

390 S Woods Mill Rd
Ste 160

Chesterfield, MO 63017
314-682-3476

Henry A Johnson III - Morgan Stanley

14805 N Outer Forty Rd
Ste 200

Chesterfield, MO 63017
972-450-4832

Brett Heman - Morgan Stanley

1535 East Primrose St

Springfield, MO 65804
417-885-1605

Morgan Stanley Financial Advisors

1535 East Primrose St

Springfield, MO 65804
417-882-7150

Vasta McKay Group - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
314-889-9809

Lakisha Hasam, Bankers Life Securities Financial Representative

100 NE Tudor Rd
Ste 103

Lees Summit, MO 64086
816-380-6978

Westin Weeast - Morgan Stanley

4520 Main St. 8th
Fl

Kansas City, MO 64111
816-932-7851

Jack Bahlinger - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
314-889-8148

John H Goldsmith - Morgan Stanley

1535 East Primrose St

Springfield, MO 65804
417-885-1614

Douglas W Dugal - Morgan Stanley

1535 East Primrose St

Springfield, MO 65804
417-885-1618

Paul F Sodko - Morgan Stanley

701 Market St
Ste 1500

St. Louis, MO 63101
314-982-0350

The Larsen Group - Morgan Stanley

14805 N Outer Forty Rd
Ste 200

Chesterfield, MO 63017
636-733-7642

The Huffman Noakes Weber Group - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
314-863-2000

Arthur Stone - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
314-854-9304

Advantage Retirement Services

4650 South National Avenue
Suite D-4

Springfield, MO 65810
417-893-7233

John Hiles - Morgan Stanley

1535 East Primrose St

Springfield, MO 65804
417-885-1647

Greg Delong - Morgan Stanley

1535 East Primrose St

Springfield, MO 65804
417-885-1640

The Rosenthal Leggat Group - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
314-889-4850

Chesterfield, MO Branch Office - UBS Financial Services Inc.

17107 Chesterfield Airport Rd
Suite 200

Chesterfield, MO 63005
636-536-2588

William Hudson and Altaf Merchant - UBS Financial Services Inc.

One N Brentwood Boulevard
Shaw Park Plaza

St Louis, MO 63105
314-746-4104

The Goldsmith Oplotnik Group - Morgan Stanley

1535 East Primrose St

Springfield, MO 65804
417-885-1603

First Command Financial Advisor - Sonny Koahou

718 Missouri Ave

Saint Robert, MO 65584
573-336-4602

First Command Financial Advisor - Mike Hamer

718 Missouri Ave

Saint Robert, MO 65584
573-336-4602

First Command Financial Advisor - Travis Williams

718 Missouri Ave

Saint Robert, MO 65584
573-336-4602

Allstate Personal Financial Representative: Robert Pfromm

1152 W 103rd St

Kansas City, MO 64114
816-214-2810

Allstate Personal Financial Representative: Kyle Wooddell

681 Jeffco Blvd

Arnold, MO 63010
314-403-5913

Lawrence Badler - UBS Financial Services Inc.

One N Brentwood Boulevard
Shaw Park Plaza

St Louis, MO 63105
314-746-4145

George Bitting, Jr. - UBS Financial Services Inc.

One N Brentwood Boulevard
Shaw Park Plaza

St Louis, MO 63105
314-746-4124

The Omega Group - UBS Financial Services Inc.

One N Brentwood Boulevard
Shaw Park Plaza

St Louis, MO 63105
314-746-4184

First Command Financial Advisor - Jamie Carpenter

718 Missouri Ave

Saint Robert, MO 65584
573-336-4602

John Briggs, Bankers Life Securities Financial Representative

2118 W Chestrfld Blvd
# D101

Springfield, MO 65807
417-864-8151

First Command Financial Advisor - Kathy Freeman

1714 Deer Tracks Trail
Suite 225

Town And Country, MO 63131
314-856-1250

First Command Financial Advisor - Jon Kendig

718 Missouri Ave

Saint Robert, MO 65584
573-336-4602

Douglas Gast and Robert Gast - UBS Financial Services Inc.

One N Brentwood Boulevard
Shaw Park Plaza

St Louis, MO 63105
314-746-4146

Clinton L Williams - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
314-889-4895

Charlie Medelberg - Morgan Stanley

14805 N Outer Forty Rd
Ste 200

Chesterfield, MO 63017
314-889-9822

Jeff Angold - Morgan Stanley

4520 Main St. 8th
Fl

Kansas City, MO 64111
816-932-8754

Charlton Hombs - Morgan Stanley

14805 N Outer Forty Rd
Ste 200

Chesterfield, MO 63017
636-733-7647

The NewBridge Group of St. Louis - Morgan Stanley

14805 N Outer Forty Rd
Ste 200

Chesterfield, MO 63017
314-854-5609

James Swope - Morgan Stanley

4520 Main St. 8th
Fl

Kansas City, MO 64111
816-932-8708

Morgan Stanley Financial Advisors

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
314-863-2000

Andy Stewart - Morgan Stanley

1535 East Primrose St

Springfield, MO 65804
417-885-1601

James Bernard Lipari, CFP, CLU - UBS Financial Services Inc.

4622 Pennsylvania Ave
8th Floor

Kansas City, MO 64112
816-932-9525

Benjamin J Panos - Morgan Stanley

4520 Main St
8th Fl

Kansas City, MO 64111
816-932-7609

Morgan Stanley Financial Advisors

4520 Main St. 8th
Fl

Kansas City, MO 64111
816-932-7800

First Command Financial Advisor - Brian Kiefer

718 Missouri Ave

Saint Robert, MO 65584
573-336-4602

Kyle L Jackson - Morgan Stanley

701 Market St
Ste 1500

St. Louis, MO 63101
314-982-0318

Mark A Allenspach - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
314-889-4867

Daniel Gansler - Morgan Stanley

701 Market St
Ste 1500

St. Louis, MO 63101
314-982-0321

Tisha Trotter - Morgan Stanley

1535 East Primrose St

Springfield, MO 65804
417-885-1604

Jeffrey Sahm - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
314-889-9886

Michael S Karasick - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
314-889-8145

Adam Shea, Bankers Life Securities Financial Representative

390 S Woods Mill Rd
Ste 160

Chesterfield, MO 63017
314-682-3476

Clarence (Buddy) Strack - Morgan Stanley

1006 West Pine St

Poplar Bluff, MO 63901
573-778-1785

Gary L Agne - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
314-889-4840

Gene Chartier, Bankers Life Securities Financial Representative

1801 NW Platte Rd
Ste 220

Riverside, MO 64150
816-737-6550

Kyle R Hummer - Morgan Stanley

4520 Main St
8th Fl

Kansas City, MO 64111
816-932-7882

Whyman Naert Winson Group - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
314-889-0345

Thomas C Riordan - Morgan Stanley

4520 Main St
8th Fl

Kansas City, MO 64111
816-932-7802

Ryan C Groose - Morgan Stanley

1535 East Primrose St

Springfield, MO 65804
417-885-1632

Kirchoff Owenby Group - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
618-628-2257

Stephen F Arnstein - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
314-854-9332

Brad Welch - Morgan Stanley

4520 Main St. 8th
Fl

Kansas City, MO 64111
816-932-7643

Steve Hargrave - Morgan Stanley

4520 Main St
8th Fl

Kansas City, MO 64111
816-932-7858

The Benyo Team - Morgan Stanley

701 Market St
Ste 1500

St. Louis, MO 63101
314-982-0443

Kurtis Van Allen - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
314-889-9830

Janice B Oexeman - Morgan Stanley

701 Market St
Ste 1500

St. Louis, MO 63101
314-982-0344

Kansas City, MO Branch Office - UBS Financial Services Inc.

4622 Pennsylvania Ave
8th Floor

Kansas City, MO 64112
816-751-5200

Sheri McCann - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
314-854-5607

Gordon H Hamilton III - Morgan Stanley

4520 Main St
8th Fl

Kansas City, MO 64111
816-932-7856

John Luby - UBS Financial Services Inc.

17107 Chesterfield Airport Rd
Suite 200

Chesterfield, MO 63005
636-534-2631

The Three Rivers Group - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
314-854-5607

Allstate Personal Financial Representative: Brett Huechteman

1650 E Battlefield St
Ste 110

Springfield, MO 65804
417-894-0632

Mark E Digman - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
314-854-9356

Leo Schmid - UBS Financial Services Inc.

One N Brentwood Boulevard
Shaw Park Plaza

St Louis, MO 63105
314-746-4115

Archie P Kangethe - Morgan Stanley

4520 Main St. 8th
Fl

Kansas City, MO 64111
816-932-7810

The Dressel Financial Group - UBS Financial Services Inc.

17107 Chesterfield Airport Rd
Suite 200

Chesterfield, MO 63005
636-534-2660

Christopher W Briley - Morgan Stanley

4520 Main St
8th Fl

Kansas City, MO 64111
816-932-7642

Eliot Simon - UBS Financial Services Inc.

One N Brentwood Boulevard
Shaw Park Plaza

St Louis, MO 63105
314-746-4113

Nathan Roetto - Morgan Stanley

1535 East Primrose St

Springfield, MO 65804
417-885-1602

Jimmy Monken - Morgan Stanley

701 Market St
Ste 1500

St. Louis, MO 63101
314-982-0392

Brandon Hunt, Bankers Life Securities Financial Representative

3723 Beck Rd St
Ste B

St Joseph, MO 64506
816-233-3590

The Lipari Team - UBS Financial Services Inc.

4622 Pennsylvania Ave
8th Floor

Kansas City, MO 64112
816-932-9525

Luebbehusen-Avery Wealth Management - UBS Financial Services Inc.

17107 Chesterfield Airport Rd
Suite 200

Chesterfield, MO 63005
636-534-2647

Daniel Berger - UBS Financial Services Inc.

One N Brentwood Boulevard
Shaw Park Plaza

St Louis, MO 63105
314-746-4101

The Simon Group - UBS Financial Services Inc.

One N Brentwood Boulevard
Shaw Park Plaza

St Louis, MO 63105
314-746-4113

Michael Dressel - UBS Financial Services Inc.

17107 Chesterfield Airport Rd
Suite 200

Chesterfield, MO 63005
636-534-2660

Michael Roy - UBS Financial Services Inc.

17107 Chesterfield Airport Rd
Suite 200

Chesterfield, MO 63005
636-534-2626

Michael Koechner - Morgan Stanley

1535 East Primrose St

Springfield, MO 65804
417-885-1635

First Command Financial Advisor - Mark Timko

205 N. Holden

Warrensburg, MO 64093
660-262-3891

Martin Tax & Financial Services

19045 East Valley View Parkway
Suite C

Independence, MO 64055
816-224-2560

First Command Financial Advisor - Amy Frizzell

718 Missouri Ave

Saint Robert, MO 65584
573-336-4602

Daniel Whyman - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
314-889-9818

Brian Watkins - Morgan Stanley

14805 N Outer Forty Rd
Ste 200

Chesterfield, MO 63017
636-733-7668

Roger Provow - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
314-889-9888

Terry Sullins, Washington National Agent

214 N Paine

Liberal, MO 64762
417-321-4810

Craig A Raymond - Morgan Stanley

14805 N Outer Forty Rd
Ste 200

Chesterfield, MO 63017
636-733-7618

Charles L Raymond Jr. - Morgan Stanley

14805 N Outer Forty Rd
Ste 200

Chesterfield, MO 63017
636-733-7620

Terence Tabile - Morgan Stanley

14805 N Outer Forty Rd
Ste 200

Chesterfield, MO 63017
636-733-7685

Missy Leggat - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
314-889-4850

Peter D. Hogan - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
314-889-9833

Chris Gay - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
314-889-9861

Randall E Green - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
314-854-5633

Shaun M Flanigan - Morgan Stanley

4520 Main St
8th Fl

Kansas City, MO 64111
816-932-7691

Justin Gaines, Washington National Agent

816-868-6564

Gregory R Howell - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
314-854-5607

Joseph W Benyo - Morgan Stanley

701 Market St
Ste 1500

St. Louis, MO 63101
314-982-0443

John W Moore - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
314-854-9324

David Winson - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
314-889-0345

Dustin Bueltel, Washington National Agent

601 NE 70th St
Apt 211

Gladstone, MO 64118
816-609-7949

Andrew Oberman - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
314-889-9803

Grant McKay - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
314-889-9841

Larry Miller - Morgan Stanley

14805 N Outer Forty Rd
Ste 200

Chesterfield, MO 63017
636-733-7677

George Peters - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
314-726-5676

Michael Vasta - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
314-889-9809

William Huffman - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
314-889-9802

Rob Millner - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
314-889-9868

Robert Peterson, Washington National Agent

203 Stonebridge Lane

Smithville, MO 64089
816-550-1462

Matthew Rogers - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
314-889-8114

Jason A Noakes - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
314-854-9348

John Weber - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
314-889-9828

Stephen Baise - Morgan Stanley

14805 N Outer Forty Rd
Ste 200

Chesterfield, MO 63017
636-733-7607

Kathleen Youngerman - Morgan Stanley

14805 N Outer Forty Rd
Ste 200

Chesterfield, MO 63017
636-733-7600

John Ludwig - Morgan Stanley

4520 Main St. 8th
Fl

Kansas City, MO 64111
816-932-8749

Justin McCandless - Morgan Stanley

4520 Main St. 8th
Fl

Kansas City, MO 64111
816-932-7805

Troy Larsen - Morgan Stanley

14805 N Outer Forty Rd
Ste 200

Chesterfield, MO 63017
636-733-7642

Patrick Roth - Morgan Stanley

4520 Main St
8th Fl

Kansas City, MO 64111
816-932-7860

Niall J Gannon - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
800-646-6115

Kerry Malinowski, Washington National Agent

417-838-1987

Anthony Myers, Washington National Agent

573-259-2878

Jacob Novinger, Washington National Agent

2102 Domain Hill Ct

Columbia, MO 65201
573-424-8622

Brent Barker, Washington National Agent

422 C SE 7th St

Oak Grove, MO 64075
816-716-1997

William J. Brewster Jr. - Morgan Stanley

4520 Main St
8th Fl

Kansas City, MO 64111
816-932-7819

Enrique Lerner - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
314-889-9811

Brett Benyo - Morgan Stanley

701 Market St
Ste 1500

St. Louis, MO 63101
314-982-0354

Bill Elliot - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
314-889-9898

Kenneth Y. Ikeda - Morgan Stanley

14805 N Outer Forty Rd
Ste 200

Chesterfield, MO 63017
808-525-6924

Ty Moss, Washington National Agent

618-201-2286

Anthony Barker, Washington National Agent

816-349-5240

Ginny Salviccio - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
314-889-0349

Sean Quick, Washington National Agent

214 Miramar Ln

Columbia, MO 65203
573-424-5004

* Additional advisor listing is provided in partnership with Yext

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Frequently Asked Questions

Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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