Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Ballwin has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Ballwin, Missouri have an average of 26 years of experience.
William L. Meyer
CLU®, AIF®, ChFC®
Cutter & Company, Inc.
Qualifications
CRD# 1018380
Firm CRD# 22449
Series 4, 6, 7, 24, 27, 31, 53, 63, 86, 87
Minimum Assets Required
$250,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.
Fee-Based, Based on Assets
Michael Becker
CFP®, CFA®
Toberman Becker Wealth
Qualifications
CRD# 6761484
Firm CRD# 310346
Minimum Assets Required
Not Specified
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts.
Fee-Only, Based on Assets
David Naert
Oppenheimer & Company
Qualifications
CRD# 1532335
Firm CRD# 249
Series 4, 6, 7, 23, 63, 65
Minimum Assets Required
$500,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Based
John C. Wahl
CFP®, ChFC®
One Bridge Wealth Management
Qualifications
CRD# 5833997
Firm CRD# 8032
Series 7, 63, 66
Minimum Assets Required
$500,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Based, Commissions, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | MOLONEY SECURITIES ASSET MANAGEMENT LLC 13537 Barrett Parkway Drive, Suite 300, Manchester, MO, 63021 | $1,016,723,850 | 4025 | 84 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based |
2 | THE YANKER GROUP 13611 Barrett Office Dr., Ste. 100, Manchester, MO, 63021 | $176,000,000 | 738 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
3 | CAPITAL MANAGEMENT SERVICES, INC. 410 Sovereign Ct., Suite 14 Manchester, MO, 63011 | $139,777,961 | 520 | 6 | A Percentage of AUM, Fixed Fees |
QualificationsFirm CRD# 282448
Assets Under Management $1,016,723,850
No. Of Clients4025
Clients Per Financial Advisor48
MOLONEY SECURITIES ASSET MANAGEMENT LLC is a financial advisory firm situated in Manchester, Missouri. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4025 clients. The team consists of 84 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 281364
Assets Under Management $176,000,000
No. Of Clients738
Clients Per Financial Advisor185
THE YANKER GROUP is a financial advisory firm situated in Manchester, Missouri. With a nearly $176M assets under management, the firm specializes in crafting personalized retirement planning solutions for 738 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 118260
Assets Under Management $139,777,961
No. Of Clients520
Clients Per Financial Advisor87
CAPITAL MANAGEMENT SERVICES, INC. is a financial advisory firm situated in Manchester, Missouri. With a nearly $140M assets under management, the firm specializes in crafting personalized retirement planning solutions for 520 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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