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Get contact information of Top decision makers like Founder, CEO, CFO, CMO, CTO, Marketing head, HR head, Managers and other employees along with company details in Excel or CSV file.
Below is the list of Top 100 Financial Services Companies in Missouri ranked based on company size, client reviews, services and awards.
1. Edward Jones
Industry: Financial Services
Location: Missouri
Website: edwardjones.com
Company Founded: 1922
Company Size: 10001+
Company Address: 12555 Manchester Road, St. Louis, Missouri, United States
Edward Jones Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Jason Dugger | Financial Advisor | |||
| Fabio Martirani | Financial Advisor | |||
| Joshua Hornberger | Financial Advisor | |||
| Wes Mcdaniel | Financial Advisor | |||
| Cfpâ Kelly Hindman | Financial Advisor | |||
| Linda Dill | Branch Office Administrator | |||
| Christian Ammon | Financial Solutions Associate |
2. Wells Fargo Advisors
Industry: Financial Services
Location: Missouri
Website: wellsfargoadvisors.com
Company Size: 10001+
Company Address: 1 North Jefferson Avenue, St. Louis, Missouri, United States
Wells Fargo Advisors Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Matt Pomerantz | Officer- Regional Business Development Specialist | |||
| Ryan Schlick | Business Analyst | |||
| Crpcâ Raymond Palmer | Managing Director - Investments | |||
| Matthew Wacker | Financial Advisor | |||
| Daniel Pulliam | Trading And Service Representative | |||
| John Kukich | Financial Advisor, First Vice President - Investment Officer | |||
| Libby Ruzicka | Regional Business Development Specialist |
3. Stifel Financial Corp.
Industry: Financial Services
Location: Missouri
Website: stifel.com
Company Founded: 1890
Company Size: 5001-10000
Company Address: 501 North Broadway, St. Louis, Missouri, United States
Stifel Financial Corp. Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Apma Scott Link | Senior Vice President And Investments | |||
| Bruce Sohn | Vice President And Investments - Stifel | |||
| James Van Steenhuyse | Managing Director, Arizona Region - Stifel | |||
| Craig Motsinger | Director Of Aml- Client Intelligence Unit, Customer Due Diligence And Enhanced Due Diligence | |||
| Adam Berkowitz | First Vice President And Investments | |||
| Derrick Mcpherson | Compliance Analyst Ii- Aml- Cdd And Edd | |||
| Aifâ David Hatcher | Vice President And Investments - Stifel |
4. Veterans United Home Loans
Industry: Financial Services
Location: Missouri
Website: veteransunited.com
Company Founded: 2002
Company Size: 1001-5000
Company Address: 1400 Veterans United Drive, Columbia, Missouri, United States
Veterans United Home Loans Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Josh Kirby | Loan Officer | |||
| Jason Jones | Mortgage Loan Originator | |||
| Larissa Wollard | Human Resources Manager | |||
| Psa Nathan Boynton | Realtor | |||
| Emily Clapp | Associate Director Of Human Resources | |||
| Joshua Hulen | Loan Officer Nmls 1925263 | |||
| Stephanie Piester | Loan Officer |
5. Umb Bank
Industry: Financial Services
Location: Missouri
Company Founded: 1913
Company Size: 201-500
Company Address: 1010 Grand Avenue, Kansas City, Missouri, United States
Umb Bank Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Tanner Christensen | Talent Acquistion Sourcing Consultant | |||
| Tanveer Singh | Vice President - Bsa And Aml Compliance | |||
| Erika Miller | Vice President And Financial Center Manager Ii At Umb | |||
| Brian Pillmore | President And Regional Chief Executive Officer | |||
| Rich Trease | Senior Vice President, Commercial Loan Officer | |||
| Jason Gustafson | Vp, Commercial Loan Officer Iii | |||
| Aaron Randolph | Vice President Commercial Relationship Manager And Commercial Loans |
6. Central Bank
Industry: Financial Services
Location: Missouri
Website: centralbank.net
Company Founded: 1902
Company Size: 1001-5000
Company Address: 238 Madison Street, Jefferson City, Missouri, United States
Central Bank Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Tom Dempsey | Vice President At First National Bank Of St Louis | |||
| Scott Braden | Residential Mortgage Loan Officer | |||
| Liz Trader | Banking Center Manager | |||
| Eric Meruelo | Mortgage Banker Nmls #201548 | |||
| Andrew Grumney | Chief Of Staff To The President And Chief Operating Officer | |||
| J Edward Vogt | Director Of Mortgage Banking | |||
| Theodis Watson | Community Business Relationship Manager |
7. Umb Bank
Industry: Financial Services
Location: Missouri
Website: umb.com
Company Founded: 1913
Company Size: 1001-5000
Company Address: 1010 Grand Boulevard, Kansas City, Missouri, United States
Umb Bank Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Matthew Locke | Manager--mortgage Sales Support | |||
| Nate Chamberlain | Sharepoint Administrator And Application Developer | |||
| Jason Buford | Vice President - Financial Advisor | |||
| Caleb Bobo | Community Development Specialist | |||
| Danielle Bias | Vice President And Senior Associate Relations Partner | |||
| Peter Blumeyer | President - Umb St Louis | |||
| Rekha Patnaik | Executive Vice President And Director Of Continuous Improvement And Administration |
8. Rabo Agrifinance
Rabo Agrifinance Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Rhoda Banks | Vp, Head Of Talent Management | |||
| Sharee Duggan | Senior Recruiter | |||
| Charles Nicholson | Vice President And Senior Relationship Manager | |||
| Peter Reid | Vice President, Senior Product Manager - Salesforce And Ncino | |||
| Sarah Kolell | Senior Vice President Marketing, Communications, And Sustainability | |||
| Shanti Rivers | Senior Human Resources Business Partner | |||
| Hunter Wald | Senior Vice President, Rural Digital Lead - North America |
9. Scottrade
Industry: Financial Services
Location: Missouri
Website: scottrade.com
Company Founded: 1980
Company Size: 1001-5000
Scottrade Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Teresa Maddux | Supply And Print Production | |||
| Michael Zaremba | Osj And Branch Manager | |||
| Justin Danielowicz | Branch Manager | |||
| Sam Lively | Senior Options Specialist | |||
| Maria Vizcaya | Senior Client Services Manager | |||
| Gloria Helgeson | Talent Acquisition Manager | |||
| Kevin Kessinger | Member Of The Board |
10. Moneta Group
Industry: Financial Services
Location: Missouri
Company Founded: 1869
Company Size: 201-500
Company Address: 100 South Brentwood Boulevard, Clayton, Missouri, United States
Moneta Group Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Travis Freeman | Partner | |||
| Nancy Whatley-blaine | Director, Talent And Organizational Development | |||
| Sheridan Smith | Receptionist | |||
| Andrew Bouquet | Advisor | |||
| Alexander Faught | Advisor | |||
| Jeannie Gebhard | Client Services Administrator | |||
| Michael Hollo | Advisor |
11. Renaissance Financial
Industry: Financial Services
Location: Missouri
Website: renaissancefinancial.com
Company Founded: 1994
Company Size: 51-200
Company Address: 5700 Oakland Avenue, Saint Louis, Missouri, United States
Renaissance Financial Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Amanda Wells | Director Of Recruiting | |||
| Tanner Werner | Financial Advisor | |||
| Kristin Thompson | Financial Advisor | |||
| Tim Walkenhorst | Financial Advisor | |||
| Darin Karstetter | Financial Advisor | |||
| Ben Larson | Shareholder | |||
| Carly Frala | Director Of Recruiting |
12. Clearent
Industry: Financial Services
Location: Missouri
Website: clearent.com
Company Founded: 2005
Company Size: 501-1000
Company Address: 11330 Olive Boulevard, St. Louis, Missouri, United States
Clearent Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Lesley Gimbel | Account Executive | |||
| Lesley Gimbel | Account Executive | |||
| Peter Seidman | Account Executive And Member Of The Presidentâ S Club | |||
| Nick Karcher | Senior Vice President Of Sales | |||
| Gretchen Woods | Senior Director Of Change Management | |||
| John Shipley | Senior Vice President - Third Party Relationships | |||
| Dominie Sabatino-donat | Regional Sales Recruiter |
13. Nisa Investment Advisors, Llc
Industry: Financial Services
Location: Missouri
Website: nisa.com
Company Founded: 1994
Company Size: 201-500
Company Address: 101 South Hanley Road, St. Louis, Missouri, United States
Nisa Investment Advisors, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Tim Bearman | Senior Manager, Recruiting | |||
| Courtney Johnston | Administrative Assistant | |||
| Clare Phelan | Client Services Intern | |||
| Steve Sash | Manager | |||
| James Griffard | Analyst Ii, Client Services | |||
| Janine Neel | Business Analysis Team Lead | |||
| Joshua Ulrich | Quantitative Analyst |
14. Americo Financial Life And Annuity
Industry: Financial Services
Location: Missouri
Website: americo.com
Company Founded: 1946
Company Size: 201-500
Company Address: 301 West 11th Street, Kansas City, Missouri, United States
Americo Financial Life And Annuity Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Bob Wald | Technical Project Manager | |||
| Will Coatney | Account Executive | |||
| Tamika Gatson | Senior Compliance Analyst | |||
| Micah Melling | Chief Data Scientist | |||
| Mark Simmons | Director And Co-portfolio Manager | |||
| Doug Feist | Assistant Vice President Information Technology | |||
| Matthew Minnis | Director Of Financial Planning And Analysis |
15. Benjamin F. Edwards & Co.
Industry: Financial Services
Location: Missouri
Website: benjaminfedwards.com
Company Founded: 2008
Company Size: 501-1000
Company Address: 1 North Brentwood, St. Louis, Missouri, United States
Benjamin F. Edwards & Co. Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Awma Philip C. Pascarella | Financial Consultant, Crps, Ppc | |||
| Tad Edwards | Chairman And Chief Executive Officer | |||
| Doug Tate | Vice President Investments | |||
| Keith Isenberg | Human Resources Bp And Employee Relations Specialist | |||
| Teresa Zipf | Associate Vice President-investments, Cfp | |||
| Jane Matoesian | Senior Vice President And Managing Counsel | |||
| Matt Clooten | Financial Advisor |
16. Imperial Pfs
Industry: Financial Services
Location: Missouri
Website: ipfs.com
Company Founded: 1977
Company Size: 501-1000
Company Address: 1055 Broadway, Kansas City, Missouri, United States
Imperial Pfs Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Davie Holt | Regional Sales Manager | |||
| Rudy Maki | Vice President Of Finance | |||
| James Peckham | Lead Software Engineer | |||
| David Weaver | Lead Software Engineer | |||
| Bryan Wagner | Ba And Pm | |||
| Ross Sparks | Account Executive | |||
| Kendall Frank | Sales Executive |
17. Fullcircle Placements
Industry: Financial Services
Location: Missouri
Website: fullcircleplacements.com
Company Founded: 2015
Company Size: 1-10
Company Address: 4245 Gustine Avenue, St. Louis, Missouri, United States
Fullcircle Placements Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Dan Greiner | President And Founder | |||
| Alex Woelfel | Senior Technical Recruiter | |||
| William Kreutzman | Recruiter | |||
| Jak Woelfel | Senior Technical Recruiter | |||
| Krista Schaeffer | Marketing Manager | |||
| Madeline Muehlemann | Junior Rec |
18. Cass Information Systems
Industry: Financial Services
Location: Missouri
Website: cassinfo.com
Company Founded: 1906
Company Size: 1001-5000
Company Address: 12444 Powerscourt Drive, St. Louis, Missouri, United States
Cass Information Systems Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Shannon Barton | Human Resources Generalist | |||
| Jordan Poynter | Validation Support Representative | |||
| Donna Bess | Manager, Human Resources Corporate | |||
| Harold Jackson | Global Account Manager | |||
| Aaron Stoermann | Manager, Client Development - Central And Western Regions | |||
| Chris Snider | Manager, I.t Quality Assurance | |||
| Jeff Bennett | Sql Server Developer |
19. Parkside Financial Bank & Trust
Industry: Financial Services
Location: Missouri
Website: parksidepath.com
Company Founded: 2008
Company Size: 11-50
Company Address: 8112 Maryland Avenue, Clayton, Missouri, United States
Parkside Financial Bank & Trust Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Meredith Osborn | Assistant Vice President And Director Of Human Resources | |||
| Andrew Hereford | President | |||
| David Bell | Senior Vice President- Rocky Mountain Market Leader | |||
| Carla Valenti | Executive Vice President | |||
| Michael Murphy | Senior Lender And Chief Credit Officer | |||
| Matthew Wagner | President And Founder | |||
| Peter Frane | Chairman Of The Board |
20. Krilogy Financial
Industry: Financial Services
Location: Missouri
Website: krilogy.com
Company Founded: 2009
Company Size: 11-50
Company Address: 600 Emerson Road, St. Louis, Missouri, United States
Krilogy Financial Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Michael Brown | Senior Wealth Advisor | |||
| Patrick Ritter | Financial Planner | |||
| Kent Skornia | President And Chief Executive Officer | |||
| Patrick Monahan | Senior Financial Advisor And Team Lead | |||
| Nathan Holt | Partner | |||
| Debbie Smiley | Senior Wealth Advisor | |||
| Jay Logsdon | Senior Financial Advisor |
21. Block Advisors
Industry: Financial Services
Location: Missouri
Website: blockadvisors.com
Company Founded: 2015
Company Size: 1001-5000
Company Address: 1301 Main Street, Kansas City, Missouri, United States
Block Advisors Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Susan Dobridge | Manager - Associate Team Leader | |||
| Cathi Reed | Regional Director | |||
| Jose Caraballo | District General Manager | |||
| Brandt Swensen | Office Manager | |||
| Diane Buchda | Office Manager | |||
| April Beckwith | Program Manager | |||
| Kelli Hannabach | Business Development Manager |
22. Mohela
Industry: Financial Services
Location: Missouri
Website: mohela.com
Company Founded: 1981
Company Size: 501-1000
Company Address: 633 Spirit Drive, Chesterfield, Missouri, United States
Mohela Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Paul Mosquera | Chief Compliance And Risk Officer | |||
| Marie George | Chief Information Officer | |||
| Matt Elliott | Consumer Lending Compliance Analyst | |||
| Shelley Lester | Marketing And Communications Manager | |||
| Gary Bollman | Head Of It Infrastructure And Facilities Reporting To Chief Information Officer | |||
| Christi Bittle | Student Loan Counselor | |||
| Will Shaffner | Director Business Development And Government Relations |
23. Citizens Bank & Trust
Industry: Financial Services
Location: Missouri
Website: ebankcbt.com
Company Founded: 1889
Company Size: 201-500
Company Address: 7280 Northwest 87th Terrace, Kansas City, Missouri, United States
Citizens Bank & Trust Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Rob Binney | Senior Vice President | |||
| Jim Purgerson | Senior Vice President | |||
| Bill Young | President | |||
| Mark Thompson | Senior Vice President, Citizens Bank And Trust, Kansas City, Mo | |||
| Holly Powell | Human Resources Director | |||
| Regina Plute | Vice President | |||
| Alan Wood | Senior Vice President |
24. Robowholesaler
Industry: Financial Services
Location: Missouri
Website: robowholesaler.com
Company Founded: 2016
Company Size: 1-10
Robowholesaler Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Laurie Marchel | Founder And Chief Executive Officer |
25. Twain Financial Partners
Industry: Financial Services
Location: Missouri
Website: twainfinancial.com
Company Founded: 2013
Company Size: 51-200
Company Address: 2200 Washington Avenue, St. Louis, Missouri, United States
Twain Financial Partners Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Matthew Badler | Principal | |||
| Matthew Guymon | General Counsel And Director Of Investments | |||
| Paul Thompson | Structured Finance And Tax Credit Equity | |||
| David Taylor | Director Of Strategic Initiatives | |||
| Andy Weber | Vice President | |||
| Nick Maglasang | Vice President | |||
| Stephanie Deterding | Director Of Project Management And Associate General Counsel |
26. Central Trust Company
Industry: Financial Services
Location: Missouri
Website: centraltrust.net
Company Founded: 2007
Company Size: 51-200
Company Address: 111 East Miller, Jefferson City, Missouri, United States
Central Trust Company Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Andrea Mckinney | Vice President | |||
| Liz Moisio | St Louis Region Vice President, Wealth Management Advisor | |||
| Greg Jones | Senior Vice President | |||
| Scott Kellett | President And Chief Executive Officer | |||
| Todd Hughes | Vice President And Retirement Services Officer | |||
| Todd Hughes | Vice President And Retirement Services Officer | |||
| John Sastry | Vice President And Financial Planning Officer |
27. Fcs Financial
Industry: Financial Services
Location: Missouri
Company Founded: 1916
Company Size: 201-500
Company Address: 1934 East Miller Street, Jefferson City, Missouri, United States
Fcs Financial Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Doug Cox | Vice President, Agribusiness Capital | |||
| Dakota Welch | Assistant Vice President | |||
| Sean Unterreiner | Vice President | |||
| Kate Lambert | Director Of Marketplace Education And Engagement | |||
| Susan Rouchka | Assistant General Counsel And Vice President, Loan Services | |||
| John Bandy | General Counsel And Compliance Officer | |||
| Sarah Gehring | Manager, E-commerce |
28. Client Services Incorporated
Industry: Financial Services
Location: Missouri
Website: clientservices.com
Company Founded: 1987
Company Size: 501-1000
Company Address: 3451 Harry South Truman Boulevard, Saint Charles, Missouri, United States
Client Services Incorporated Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Ron Langford | Chief Executive Officer And President | |||
| Debbie Lodge | Human Resources Manager | |||
| Michael Benedetto | Assistant Vice President, Operations | |||
| Joshua Pinkowski | Chief Executive Officer | |||
| Jason Hance | Assistant Vice President | |||
| Devyn Awalt | Costumer Service | |||
| Keyonna Blake | Training Manager |
29. Golden Oak Lending 314-567-gold (4653)
Industry: Financial Services
Location: Missouri
Website: goldenoaklending.com
Company Founded: 2001
Company Size: 51-200
Company Address: 111 Westport Plaza, Saint Louis, Missouri, United States
Golden Oak Lending 314-567-gold (4653) Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Nick Button | Senior Loan Officer | |||
| Mary Woodlee | Senior Loan Officer | |||
| Patrick Holm | Senior Loan Officer [nmls #347296 | |||
| Tom French | Vice President And Sales Manager Nmls #352729 | |||
| Kristen Temple | Marketing Director | |||
| Stephen Gorczyca | Vice President-branch Manager | |||
| Misty Wilson | Compliance Manager Cmcp |
30. Massmutual St. Louis
Industry: Financial Services
Location: Missouri
Company Size: 11-50
Company Address: 14567 North Outer Forty Drive, Chesterfield, Missouri, United States
Massmutual St. Louis Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Jake Cornett | Financial Professional | |||
| Will Difani | Financial Advisor | |||
| Dillon Anderson | Financial Advisor | |||
| Nick Spegal | Financial Services Representative | |||
| Greg Wencker | Financial Advisor | |||
| Steve Eifler | Financial Planner | |||
| John Dodson | Manager |
31. Bluearch Consulting
Bluearch Consulting Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Ron Sallet | Founder, President And Chief Executive Officer |
32. Paramount Mortgage
Industry: Financial Services
Location: Missouri
Website: paramountmortgage.com
Company Founded: 1970
Company Size: 51-200
Company Address: 347 North Lindbergh Boulevard, St. Louis, Missouri, United States
Paramount Mortgage Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Ken Niemann | President | |||
| Andrea Ward | Senior Vice President Operations | |||
| Spencer Davis | Consultant | |||
| Evelyn Miller | Mortgage Loan Officer | |||
| Patton Gade | Vice President Of Mortgage Lending | |||
| Mark Anderson | Vice President, Mortgage Banker | |||
| Lisa Cripps | Executive Assistant |
33. Larson Financial
Industry: Financial Services
Location: Missouri
Website: larsonfinancial.com
Company Founded: 2006
Company Size: 51-200
Company Address: 14567 North Outer 40, Chesterfield, Missouri, United States
Larson Financial Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Tom Burch | Partner, Senior Financial Advisor And Crpc | |||
| Aaron Deterding | Financial Advisor | |||
| Ken Stillings | Financial Advisor | |||
| Erin Mutton | Compliance Officer, Iaccp | |||
| Anthony Ferrara | Partner | |||
| Lauren Cooper | Financial Advisor | |||
| Gregory Standeford | General Counsel And Company Secretary |
34. Bkd Wealth Advisors
Industry: Financial Services
Location: Missouri
Website: bkdwa.com
Company Founded: 1998
Company Size: 51-200
Company Address: 910 East Street, Springfield, Missouri, United States
Bkd Wealth Advisors Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Bob Paredes | Director | |||
| Travis Liles | Advisor At Bkd Wealth Advisors | |||
| Nick Withrow | Portfolio Manager | |||
| Steve Toomey | Managing Partner And President | |||
| Jeffrey Lenhart | Director | |||
| Shelby Newell | Senior Advisor | |||
| Amy Frizzell | Principal |
35. Benefit Plans Plus, Llc
Industry: Financial Services
Location: Missouri
Website: bpp401k.com
Company Founded: 1995
Company Size: 11-50
Company Address: 11701 Borman Drive, St. Louis, Missouri, United States
Benefit Plans Plus, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Patrick Shelton | Managing Member | |||
| Arpc Wes Rommerskirchen | Retirement Plan Consultant | |||
| Jason Brown | Principal | |||
| Cindy Dolniak | Relationship Manager | |||
| Michelle Meyer | Head Of Operations | |||
| Vayahn Onuselogu | Retirement Plan Specialist | |||
| Matice Morris | Retirement Plan Specialist |
36. E3 Consultantsgroup
Industry: Financial Services
Location: Missouri
Website: e3wealth.com
Company Founded: 2003
Company Size: 51-200
Company Address: 10825 Watson Road, Saint Louis, Missouri, United States
E3 Consultantsgroup Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Jeff Purkey | Registered Representative | |||
| Mark Schreiber | Senior Partner | |||
| Kurt Schreiber | Senior Tax Accountant | |||
| Jennifer Staley | Operations Specialist | |||
| Jennifer Paulik | Operations Specialist | |||
| Jennifer Windorff | Chief Operating Officer At E3 Consultantsgroup | |||
| Stephen Joseph | Financial Representative |
37. Bancsource
Industry: Financial Services
Location: Missouri
Website: bancsource.net
Company Founded: 1979
Company Size: 201-500
Company Address: 3130 South Deleware Avenue, Springfield, Missouri, United States
Bancsource Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Mychal Kempt | President And Chief Executive Officer | |||
| Cody Kempt | Regional Sales Manager | |||
| Ashlee Breedlove | Director Of Inside Sales And Equipment Operations | |||
| Mahesh Chookolingo | Technical Support Engineer | |||
| Melanie Zeurcher | National Account Manager | |||
| Ben Samples | Customer Service Engineer | |||
| Lssbb Jerry Wright | Director Of Supply Chain And Logistics |
38. Lead Bank
Industry: Financial Services
Location: Missouri
Website: leadbankonline.com
Company Size: 51-200
Company Address: 1801 Main Street, Kansas City, Missouri, United States
Lead Bank Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Doug Schissler | Network Engineer | |||
| Susan Chambers | Board Member | |||
| Julie Pine | Executive Vice President, General Counsel And Chief Regulatory Officer | |||
| Greg Bynum | President | |||
| Brooke Clouse | Deputy Chief Operating Officer | |||
| Gabriel Gonzalez | Cash Management Associate | |||
| Kimberly Lor | Digital Marketing Manager And Universal Banker |
39. Plancorp, Llc
Industry: Financial Services
Location: Missouri
Website: plancorp.com
Company Founded: 1983
Company Size: 51-200
Company Address: 540 Maryville Centre Drive, St. Louis, Missouri, United States
Plancorp, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Susan Conrad | Chief Client Experience Officer | |||
| Steven Frank | Shareholder, Senior Wealth Manager | |||
| Matthew Baisden | Retirement Plan Advisor | |||
| Msfp Derek Jess | Wealth Manager | |||
| Mike Dambach | Tax Advisor | |||
| Ben Schwartz | Senior Wealth Manager | |||
| Mozart Garcia | Portfolio Analyst |
40. United Fidelity Funding Corp (uff)
Industry: Financial Services
Location: Missouri
Website: uffwholesale.com
Company Founded: 2007
Company Size: 51-200
Company Address: 1300 Briarcliff Parkway, Kansas City, Missouri, United States
United Fidelity Funding Corp (uff) Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Mike Bichard | Mortgage Loan Originator And Officer | |||
| Derek Fricke | National Consumer Direct Sales Manager | |||
| Kevin Marconi | Purchase Clearing Manager | |||
| Donald Stiefer | Senior Mortgage Loan Officer | |||
| Casey Phillips | Senior Loan Officer | |||
| Mike Naylor | Mortgage Loan Officer | |||
| Robert Seigel | Underwriter |
41. The St. Louis Trust Company
Industry: Financial Services
Location: Missouri
Website: stlouistrust.com
Company Founded: 2002
Company Size: 51-200
Company Address: 7701 Forsyth Boulevard, St. Louis, Missouri, United States
The St. Louis Trust Company Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Katharine Middleton | Manager | |||
| Michael Small | Principal | |||
| Christine Basler | Manager | |||
| Tyler Schwieterman | Principal | |||
| Samuel Humphreys | Project Intern | |||
| Klaire Fisher | Manager | |||
| David Iselin | Manager |
42. Lutheran Church Extension Fund, Lcef
Industry: Financial Services
Location: Missouri
Website: lcef.org
Company Founded: 1978
Company Size: 201-500
Company Address: 10733 Sunset Office Drive, St. Louis, Missouri, United States
Lutheran Church Extension Fund, Lcef Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Demian Farnworth | Content Manager | |||
| Bart Day | President And Chief Executive Officer | |||
| Glenn Mahnken | Director Of Community Relations | |||
| Andy Grote | Director - National Lending | |||
| Joseph Russo | Senior Vice President, Marketing | |||
| Maria Hendrickson | Marketing Manager | |||
| Benjamin Fiala | It Security Support Specialist |
43. Detalus
Industry: Financial Services
Location: Missouri
Website: detalus.com
Company Size: 11-50
Company Address: 383 Marshall Avenue, St. Louis, Missouri, United States
Detalus Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Alexander Walker | Financial Advisor | |||
| Steve Rull | Managing Director And Owner | |||
| Joseph Garea | Managing Director | |||
| Randy Graham | Vice President At Detalus | |||
| Jeffrey Holley | Financial Advisor And Portfolio Manager | |||
| Betsy Ross | Vice President | |||
| Gina Mcclure | Office Manager |
44. Homestead Financial Mortgage
Industry: Financial Services
Location: Missouri
Website: granny8.com
Company Founded: 1998
Company Size: 51-200
Company Address: 14897 Clayton Road, Chesterfield, Missouri, United States
Homestead Financial Mortgage Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Jeff Caldwell | Branch Manager | |||
| Cari Deckert | Senior Loan Officer | |||
| Robert Perotti | Chief Financial Officer | |||
| Cindy Green | De And Sar Underwriter | |||
| Greg Bachkora | Mortgage Loan Officer | |||
| Joanne Worobec | Mortgage Loan Officer | |||
| Jennifer Rogers | Mortgage Loan Processor |
45. Altcap
Industry: Financial Services
Location: Missouri
Website: alt-cap.org
Company Founded: 2005
Company Size: 1-10
Company Address: 3200 Wayne Avenue, Kansas City, Missouri, United States
Altcap Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| John Teasdale | Fund Development | |||
| Ruben Alonso | President | |||
| Davin Gordon | Senior Business Development Officer | |||
| Dawn Kennedy | Portfolio Management And Compliance Officer |
46. Credit Control, Llc.
Industry: Financial Services
Location: Missouri
Company Founded: 1989
Company Size: 51-200
Company Address: 5757 Phantom Drive, Hazelwood, Missouri, United States
Credit Control, Llc. Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Kristi Moore | Collections Lead | |||
| Michael Dobratz | Site Director | |||
| Jason Latty | Accouunt Specialist | |||
| Sydnni Ahlheim | Application Analyst | |||
| M Clay Miller | System Analyst | |||
| Virgil Owens | Accounts Receivable Specialist | |||
| Terri Dimaria | Vice President Of Sales And Healthcare Acct Mgmt |
47. National Advisors Trust Company, Fsb
Industry: Financial Services
Location: Missouri
Website: natrustco.com
Company Founded: 2001
Company Size: 51-200
Company Address: 800 East 101st Terrace, Kansas City, Missouri, United States
National Advisors Trust Company, Fsb Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Lisa Strange | Human Resources Director | |||
| David Doerflinger | Relationship Manager | |||
| Carolyn George | Cpa | |||
| Nichole Henderleiter | Avp, Implementation And Transitions | |||
| Beth Boldt | Vice President And Senior Trust Counsel | |||
| Ssgbc Lori Bell | Implementation Project Manager | |||
| Jeff Carriger | Trust Transition Specialist |
48. Lockton Retirement Services
Industry: Financial Services
Location: Missouri
Website: locktonretirementservices.com
Company Founded: 1966
Company Size: 1001-5000
Lockton Retirement Services Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Thomas Clark | Consultant | |||
| Donn Hess | Senior Vice President, Marketing And Communications | |||
| Michael Stevens | Assistant Vice President Account Executive | |||
| Karen Prange | Chief Administrative Officer And Chief Complaince Officer | |||
| Andrew Scalia | Account Executive | |||
| Jonathan Leeks | Investment Analyst | |||
| Bo Ellison | Divisional Controller |
49. Massmutual St. Louis
Industry: Financial Services
Location: Missouri
Website: synergywealthsolutions.com
Company Size: 51-200
Company Address: 16150 Main Circle Drive, Chesterfield, Missouri, United States
Massmutual St. Louis Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Jason Head | Financial Advisor | |||
| Ryan Drago | Managing Director | |||
| Bruce Clithero | Financial Services Representative At Synergy Wealth Solutions, A Massmutual Agency | |||
| Patrick Donlan | Financial Advisor | |||
| Michael Daley | Director Of Financial Planning | |||
| Patrice Becker | Director Of Compliance | |||
| Sam Litzinger | Financial Representative |
50. Rockwood Group, St. Louis
Industry: Financial Services
Location: Missouri
Website: rockwoodam.com
Company Founded: 2004
Company Size: 11-50
Rockwood Group, St. Louis Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Scott Zajac | Chairman And Chief Executive Officer | |||
| Phil Thomas | Principal | |||
| Brooke Nester | Senior Project Manager |
51. Landmark Bank
Industry: Financial Services
Location: Missouri
Website: landmarkbank.com
Company Founded: 1865
Company Size: 501-1000
Company Address: 801 East Broadway, Columbia, Missouri, United States
Landmark Bank Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Suzie Gilbert | Retail And Business Banking Strategist | |||
| Naif Bartlett | Marketing Facilitator | |||
| Eunice Harris | Vice President Strategic Initiatives, Senior Project Manager | |||
| Stephen Guthrie | Executive Vice President And Chief Financial Officer | |||
| Susan Easter | Electronic Banking Supervisor | |||
| Kyle Mclemore | Regional Credit Executive | |||
| Tori Roberts | Account Services Representative Il |
52. Uga Finance
Industry: Financial Services
Location: Missouri
Website: ugafinance.com
Company Founded: 2001
Company Size: 51-200
Company Address: 603 East Street, Parkville, Missouri, United States
Uga Finance Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Matt Briner | Human Resources Manager | |||
| Kimberly Brennan | Manager Of Credit And Risk | |||
| Jason Enneking | Vice President Of Product And Technology | |||
| John Barber | Vp, General Counsel And Compliance Officer | |||
| Eric Lueders | Vice President Finance, Corporate Controller | |||
| Mathew Deyo | Application Development Manager | |||
| Barry Niesluchowski | Project Manager |
53. Moloney Securities
Moloney Securities Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Greg Fishkind | Registered Financial Advisor | |||
| Matt Workman | Registered Representative | |||
| Ted Moloney | President And Chief Operations Officer | |||
| Bailey Wang | Portfolio Manager | |||
| William Holowatuk | Compliance Officer | |||
| Carrie Wrisberg | Chief Creative Officer And Counsel | |||
| Donald Hancock | Chairman And Chief Executive Officer |
54. Buckingham Strategic Wealth
Industry: Financial Services
Location: Missouri
Company Size: 201-500
Company Address: 8182 Maryland Avenue, Clayton, Missouri, United States
Buckingham Strategic Wealth Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Elliot Dole | Wealth Advisor | |||
| Cfpâ Stan Purvis | Wealth Advisor | |||
| Cfpâ Amanda Merrill | Client Development Advisor At Buckingham Strategic Wealth | |||
| James Myers | Managing Director | |||
| Steve Weiss | Advisor | |||
| Ivan Aubuchon | Digital Marketing Manager | |||
| Rob Mitchell | Wealth Advisor |
55. W. Swartz & Co., Llc
Industry: Financial Services
Location: Missouri
Website: wswartz.com
Company Founded: 2015
Company Size: 1-10
Company Address: 20 South Sarah Street, St. Louis, Missouri, United States
W. Swartz & Co., Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Wyatt Swartz | Financial Advisor |
56. James B. Nutter & Company
Industry: Financial Services
Location: Missouri
Website: jamesbnutter.com
Company Founded: 1931
Company Size: 201-500
Company Address: 4153 Broadway, Kansas City, Missouri, United States
James B. Nutter & Company Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| John Zimmer | National Mortgage Loan Officer | |||
| Seth Hummer | Loan Officer Assistant | |||
| Cheryl Jones | It Director | |||
| Kerry Thomas | Vice President | |||
| Jim Nutter | President And Chief Executive Officer | |||
| Jean Kiene | Assistant Supervisor Customer Service | |||
| Sean-luke Clark | Title Analyst |
57. Swipesum
Industry: Financial Services
Location: Missouri
Website: swipesum.com
Company Founded: 2016
Company Size: 11-50
Company Address: 714 North Second Street, St. Louis, Missouri, United States
Swipesum Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Michael Seaman | Chief Executive Officer | |||
| Blake Higdon | Vice President Of Integrated Solutions | |||
| Natasha Sanford | Director Of Operations | |||
| Samuel Elkins | Product Manager |
58. The Callaway Bank
Industry: Financial Services
Location: Missouri
Website: callawaybank.com
Company Founded: 1857
Company Size: 51-200
Company Address: 5 East Fifth Street, Fulton, Missouri, United States
The Callaway Bank Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Shelbie Quick | Human Resources Assistant | |||
| Debbie Larue | Vice President, Director Of Marketingprcallaway Kids Bank | |||
| Bill Lloyd | Senior Vice President | |||
| Jason Ramsey | Assistant Vice President | |||
| Mike Hill | Executive Vice President And Chief Operations Officer And Chief Financial Officer | |||
| Don Seitz | Commercial Lender And General Counsel | |||
| Dori Shirley | Mortgage Loan Officer |
59. First Mortgage Solutions, Llc (nmls #244476)
Industry: Financial Services
Location: Missouri
Website: firstmortgagesolutions.com
Company Founded: 2009
Company Size: 11-50
First Mortgage Solutions, Llc (nmls #244476) Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Ryan Kluttz | Vice President Of Sales And Marketing | |||
| Jeff Barlow | Sales Team Lead | |||
| David Barber | Mortgage Loan Officer | |||
| Jacob Longhta | Loan Officer Assistant | |||
| Scott Peterson | Senior Mortgage Loan Officer | |||
| Chris Fisher | Loan Officer | |||
| Luke Baker | Sales Team Lead |
60. Confluence Investment Management
Industry: Financial Services
Location: Missouri
Website: confluenceinvestment.com
Company Founded: 2007
Company Size: 11-50
Company Address: 20 Allen Avenue, St. Louis, Missouri, United States
Confluence Investment Management Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Sean Long | Research Associate | |||
| Jason Gantt | Regional Sales Director | |||
| Economist Thomas Wash | Staff Economist | |||
| J Blair Brumley | Equity Analyst | |||
| Kaisa Stucke | Research Analyst | |||
| Chris Stein | Vice President, Equity Portfolio Manager And Securities Analyst | |||
| Patricia Dahl | Senior Vice President And Portfolio Manager |
61. Saxony Securities, Inc.
Industry: Financial Services
Location: Missouri
Website: saxonysecurities.com
Company Founded: 2001
Company Size: 51-200
Company Address: 7401 Watson Road, St. Louis, Missouri, United States
Saxony Securities, Inc. Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Chris Jacob | Certified Financial Plannerâ And Registered Representative | |||
| Emory Jackson | Trading Specialist | |||
| Jonathan Ewanio | Compliance Officer | |||
| Lynn Griffard | Operations Manager | |||
| John Euper | Operations Associate | |||
| Mark Thompson | Compliance Officer | |||
| Nate Matarazzi | Accounting |
62. Chinquapin Trust Company
Industry: Financial Services
Location: Missouri
Company Size: 11-50
Chinquapin Trust Company Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Christine Franco | Chief Executive Officer | |||
| Stephanie Rawe | Director Of Accounting | |||
| Angela Tower | Chief Operating Officer | |||
| Heather Kline | Senior Relationship And Trust Officer | |||
| Natalie Wiley | Relationship And Trust Associate | |||
| Dangphy Du | Private Accounting Manager | |||
| Corey Biggs | Chief Investment Officer |
63. Boston Financial Data Services
Industry: Financial Services
Location: Missouri
Website: bostonfinancial.com
Company Founded: 1973
Company Size: 10001+
Company Address: 330 West 9th Street, Kansas City, Missouri, United States
Boston Financial Data Services Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Eric Patterson | Unit Manager | |||
| Donna Diamond | Senior Training Specialist | |||
| Kyle Wiedwald | Investor Services Unit Manager | |||
| Annetta Meikel | Client Services Coordinator | |||
| Elizabeth Hall | Plan Implementation Specialist | |||
| Alex Morlang | Mutual Fund Representive | |||
| Craig Cozart | Software Engineer |
64. Visionary Wealth Advisors
Industry: Financial Services
Location: Missouri
Website: visionarywealthadvisors.com
Company Founded: 2014
Company Size: 11-50
Company Address: 1401 South Brentwood Boulevard, St. Louis, Missouri, United States
Visionary Wealth Advisors Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Mike Clark | Senior Wealth Management Advisor | |||
| Timothy Hammett | President And Founder | |||
| Clark Gay | Senior Wealth Management Advisor | |||
| Katie Martin | Wealth Management Advisor | |||
| Kate Sollberger | Chief Operating Officer | |||
| Scott Vieregge | Wealth Management Advisor | |||
| David Sink | Wealth Management Advisor |
65. Frontier Wealth Management
Industry: Financial Services
Location: Missouri
Website: frontierwealth.com
Company Founded: 2007
Company Size: 51-200
Company Address: 4435 Main Street, Kansas City, Missouri, United States
Frontier Wealth Management Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Sara Boyd | Senior Wealth Advisor | |||
| Clay Hartman | Partner And Senior Wealth Advisor | |||
| Shawn Sokolosky | Partner And Senior Wealth Advisor | |||
| Matt Taylor | Senior Wealth Advisor At Frontier Wealth Management | |||
| Curtis Spackman | Comprehensive Personal Wealth Advisor | |||
| Macki Pankratz | Client Service Associate | |||
| David Baysinger | Associate Wealth Advisor |
66. Neocova
Industry: Financial Services
Location: Missouri
Website: neocova.com
Company Founded: 2016
Company Size: 11-50
Company Address: 2315 Locust Street, St. Louis, Missouri, United States
Neocova Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Raymond Chandonnet | Chief Revenue Officer | |||
| Mary Scott-jones | Director Of Product | |||
| Robert Phelps | Vice President Of Marketing |
67. Travois
Industry: Financial Services
Location: Missouri
Website: travois.com
Company Founded: 1995
Company Size: 11-50
Company Address: 310 West 19th Terrace, Kansas City, Missouri, United States
Travois Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Elizabeth Glynn | Chief Executive Officer | |||
| Andi Weber | Project Coordinator | |||
| Lauren Wendlandt | Architect At Framework Design And Travois | |||
| Alexandria Murnan | Director Of Affordable Housing | |||
| Beth Kapp | Special Projects Coordinator | |||
| Rachael Rider | Project Assistant | |||
| Laura Herron | Architect And Project Manager |
68. Mosaic Family Wealth
Industry: Financial Services
Location: Missouri
Website: mosaicwealth.com
Company Founded: 2015
Company Size: 11-50
Company Address: 1401 South Brentwood Drive, Saint Louis, Missouri, United States
Mosaic Family Wealth Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Scott Highmark | President And Principal | |||
| Larry Shikles | Chief Investment Officer, Principal At Mosaic Family Wealth | |||
| Tyler Campo | Strategic Director | |||
| Adam Culbreath | Financial Planning Associate | |||
| Josh Jerele | Wealth Advisor | |||
| Jim Steiner | Financial Advisor | |||
| Lance Lehmann | Portfolio Management Associate |
69. Vantage Credit Union
Industry: Financial Services
Location: Missouri
Website: vcu.com
Company Founded: 1957
Company Size: 201-500
Company Address: 4020 Fee Fee Road, Bridgeton, Missouri, United States
Vantage Credit Union Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Ben Holtmeyer | Digital Marketing Strategist | |||
| Jerry Beckley | Chief Technology Officer | |||
| Tim Holdmeier | Multimedia Designer | |||
| Ryan Bugnitz | System Engineer L | |||
| Romero Starks | Personal Teller Agent | |||
| Jennifer Green | Director Of Quality Assurance | |||
| Hank Burns | Member Solutions Coordinator |
70. Executive Financial Group Llc/oneamerica General Agency
Industry: Financial Services
Location: Missouri
Website: efgmo.com
Company Founded: 2001
Company Size: 51-200
Company Address: 140 Weldon Parkway, Maryland Heights, Missouri, United States
Executive Financial Group Llc/oneamerica General Agency Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Alonzo Collins | Financial Services Professional | |||
| Andy Hixson | Financial Services Professional | |||
| Tony Sandifer | General Agent, Executive Financial Group, Llc, A General Agency Of The Companies Of Oneamerica | |||
| Aliki Xenos | Financial Recruiting Specialist | |||
| Sherye Brewer | Recruitment Coordinator | |||
| Kyle Counts | Agency Development Manager | |||
| Bob Cronley | Financial Services Professional |
71. Public School Retirement System Of Missouri
Industry: Financial Services
Location: Missouri
Website: psrs-peers.org
Company Founded: 1946
Company Size: 51-200
Company Address: 3210 West Truman Boulevard, Jefferson City, Missouri, United States
Public School Retirement System Of Missouri Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Brenna Noble | Portfolio Manager | |||
| Jason Hoffman | Board Of Trustees | |||
| Dan Case | Senior Portfolio Manager - Private Equity And Private Credit | |||
| Heather Mccreery | Staff Attorney | |||
| Shradha Shrestha | Investment Officer | |||
| Lisa Scheulen | Development Manager | |||
| Steve Yoakum | Executive Director |
72. Fourthstone Llc
Fourthstone Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Amy Stone | President And Chief Creative Officer | |||
| Aris Sevastianos | Hedge Fund Summer Analyst | |||
| Rob Anderson | Chief Financial Officer | |||
| Hans Fredrikson | Head Of Business Development | |||
| Grant Burtch | Senior Research Analyst | |||
| Jessica Sibert | Director Of Investor Relations | |||
| Phil Stone | Managing Partner |
73. Bam Advisor Services
Industry: Financial Services
Location: Missouri
Website: bamadvisorservices.com
Company Founded: 1997
Company Size: 201-500
Company Address: 8182 Maryland Avenue, St. Louis, Missouri, United States
Bam Advisor Services Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Jake Fechter | Compliance Manager | |||
| Sal Papa | General Counsel And Chief Compliance Officer | |||
| Kelli Lanfersieck | Director Of Meetings And Events | |||
| Susan Prince | Professional Development Manager | |||
| Christina Krupp | Web Service Specialist | |||
| Benjamin Gross | Service Operations Specialist | |||
| Letizia Zihlmann | Advisor Product Support Specialist |
74. Cornerstone Wealth Management, Usa
Industry: Financial Services
Location: Missouri
Website: mycwmusa.com
Company Founded: 2005
Company Size: 51-200
Company Address: 13358 Manchester Road, Des Peres, Missouri, United States
Cornerstone Wealth Management, Usa Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Chris Swenson | Financial Advisor At Cornerstone Wealth Management, Usa | |||
| Mark Beckrich | Financial Consultant And Investment Advisor Representative | |||
| Andrew Lohmeyer | Cfp, Financial Advisor, Lpl Registered Principal | |||
| Eric Anderhub | Financial Advisor | |||
| Michael Rainbolt | Financial Advisor | |||
| Grant Keifer | Relationship Manager | |||
| Leslie Garrison | Director Of Marketing And Communications |
75. Affordable Equity Partners, Inc.
Industry: Financial Services
Location: Missouri
Website: aepartners.com
Company Founded: 1997
Company Size: 11-50
Company Address: 206 Peach Way, Columbia, Missouri, United States
Affordable Equity Partners, Inc. Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Brian Kimes | Vice President Of Acquisitions | |||
| Craig Meyer | Real Estate Underwriter | |||
| Christie Haynes | Vice President Of Transactions And Asset Management | |||
| Becky Wiles | Senior Asset Manager | |||
| Andy Burks | Senior Asset Manager | |||
| Deb Stump | Transaction Analyst | |||
| Tcs Mark Wells | Senior Asset Manager |
76. Gershman Investment Corp
Industry: Financial Services
Location: Missouri
Company Size: 11-50
Company Address: 7817 Forsyth Boulevard, Saint Louis, Missouri, United States
Gershman Investment Corp Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Jeff Ogden | Senior Vice President Of Production | |||
| Chris Will | Vice President | |||
| Scott Graber | Vice President | |||
| Tom Gershman | Vice President - Multifamily And Senior Housing | |||
| Patrick Fox | Vice President - Secondary Market | |||
| Jake Asher | Staff Accountant | |||
| David Poggi | Underwriter |
77. The Brennan Group
Industry: Financial Services
Location: Missouri
Website: thebrennangroup.com
Company Founded: 2000
Company Size: 11-50
Company Address: 12221 Big Bend Road, St. Louis, Missouri, United States
The Brennan Group Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Brian Mueller | Real Estate Analyst | |||
| Luke Brassel | Executive Director, State And Local Tax Services | |||
| John Schaper | Director Of Sales | |||
| Matthew Ochterbeck | Director, Sales And Use Tax Services | |||
| William Glass | National Account Manager | |||
| Ashley Mulhern | Director Of Operations | |||
| Mick Vedova | Accounting Manager |
78. Matter Family Office
Industry: Financial Services
Location: Missouri
Website: matterfamilyoffice.com
Company Founded: 1990
Company Size: 11-50
Company Address: 7711 Bonhomme Avenue, Saint Louis, Missouri, United States
Matter Family Office Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| David Dankmyer | Partner | |||
| Adam Kerschinske | Financial Consultant | |||
| Katherine Lintz | Partner, Managing Member | |||
| Diane Milburn | Manager Family Education | |||
| Max Hood | Analyst | |||
| Kate Awbrey | Associate Director | |||
| Lisa-lien Read | Client Services Consultant |
79. Stern Brothers
Industry: Financial Services
Location: Missouri
Website: sternbrothers.com
Company Founded: 1907
Company Size: 51-200
Company Address: 8000 Maryland Avenue, St. Louis, Missouri, United States
Stern Brothers Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Terrence Finn | President | |||
| Joyce Opinsky | Managing Director | |||
| Charlie Connolly | Analyst | |||
| Arlan Dohrmann | Managing Director | |||
| James Noland | Manager | |||
| Terry Fry | Asa, Cba, Executive Vice President | |||
| Peggy Finn | Chairman And Chief Executive Officer |
80. Hcb - Healthcare Billing Of St. Charles
Industry: Financial Services
Location: Missouri
Company Founded: 2002
Company Size: 1-10
Hcb - Healthcare Billing Of St. Charles Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Betsy Richardson | Ceo, Director Of Operations |
81. First Clearing
Industry: Financial Services
Location: Missouri
Website: firstclearing.com
Company Founded: 1983
Company Size: 11-50
First Clearing Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Cindi Cooper | National Recruiting Director | |||
| Dede Raskas | Vice President, Strategic Solutions | |||
| David Emring | First Vice President | |||
| Jenn Barton | Fvp Growth Consultant- Wells Fargo Clearing | |||
| Peter Sheehan | Senior Vice President - Sales Representative | |||
| Harry Jones | Relationship Manager | |||
| Robbie Hutchinson | Growth Consultant |
82. Hm Capital Management
Industry: Financial Services
Location: Missouri
Website: hmcm.com
Company Founded: 2005
Company Size: 1-10
Company Address: 8235 Forsyth, St. Louis, Missouri, United States
Hm Capital Management Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| George Stadler | Founding Partner | |||
| Rfᵀᴹ Caroline Stegman | Senior Vice President | |||
| Rfᵀᴹ Matthew E. Kopsky | President And Chief Executive Officer | |||
| Caroline Stegman | Senior Vice President | |||
| Jacob Foley | Advisor Services Associate | |||
| Benjamin Westerman | Executive Vice President | |||
| Rebecca Mcnulty | Assistant Vice President, Family Advisory Services |
83. George K. Baum & Company
Industry: Financial Services
Location: Missouri
Website: gkbaum.com
Company Founded: 1928
Company Size: 201-500
George K. Baum & Company Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Mark Valenzuela | First Vice President | |||
| Mark Valenzuela | First Vice President | |||
| Michael Short | Senior Vice President | |||
| Matthew Dugdale | First Vice President | |||
| Dan Doss | Senior Programmer And Analyst | |||
| Bill Coughlin | President At George K Baum And Company | |||
| Joyce Chaney | Vice President |
84. Smith Moore
Industry: Financial Services
Location: Missouri
Website: smithmoore.com
Company Founded: 1913
Company Size: 51-200
Company Address: 7777 Bonhomme, Clayton, Missouri, United States
Smith Moore Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Ian Rothbarth | Wealth Management Associate | |||
| Wes Roper | Certified Financial Planner | |||
| Donna Zoeller | Vice President And Financial Advisor | |||
| Michelle Siemer | Vice President Compliance | |||
| Gregory Bray | Senior Vice President And Financial Advisor | |||
| Jaret Perryman | Compliance Officer | |||
| Ted Long | Vice President And Financial Advisor |
85. Kingsley Group Business Brokers
Industry: Financial Services
Location: Missouri
Website: kingsleybrokers.com
Company Founded: 1982
Company Size: 1-10
Company Address: 1350 East Kingsley Street, Springfield, Missouri, United States
Kingsley Group Business Brokers Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Kathy Shirley | Business Broker At Kingsley Group Business Brokers | |||
| Cbi Scott Axon | Business Broker | |||
| Laura Mccune | Business Broker | |||
| Iris Yang | Valuation Analyst | |||
| Lynne Bailey | Office Manager |
86. Simple Wealth Planning
Industry: Financial Services
Location: Missouri
Website: simplewealthkc.com
Company Founded: 2018
Company Size: 1-10
Company Address: 1520 Clay Street, North Kansas City, Missouri, United States
Simple Wealth Planning Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Andy Flattery | Owner And Financial Advisor |
87. Endeavor Wealth Management
Industry: Financial Services
Location: Missouri
Website: endeavorwealthmgt.com
Company Size: 1-10
Company Address: 16100 Swingley Ridge Road, Chesterfield, Missouri, United States
Endeavor Wealth Management Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Bret Sinak | Co-founder, Managing Director | |||
| Riley Juenger | Financial Advisor |
88. Two West Advisors
Industry: Financial Services
Location: Missouri
Website: twowestcompanies.com
Company Size: 11-50
Company Address: 9200 Ward Parkway, Kansas City, Missouri, United States
Two West Advisors Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Ryan Rink | Principal | |||
| Marko Ungashick | Chief Executive Officer At Two West Advisors | |||
| Tim Jansen | Plan Consultant | |||
| Jenna Allred | Personal Financial Planner | |||
| Chris Ratigan | Investment Advisor |
89. Assemblies Of God Credit Union
Industry: Financial Services
Location: Missouri
Website: agcu.org
Company Founded: 1951
Company Size: 51-200
Company Address: 1535 North Campbell, Springfield, Missouri, United States
Assemblies Of God Credit Union Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Brenton Illum | Mortgage Loan Officer | |||
| Bruce Webb | President And Chief Executive Officer | |||
| Todd Hege | Director Of Marketing | |||
| Robin Bond | Director Of Human Resources | |||
| Dianna Letterman | Senior Vice President, Operations | |||
| Dana Mcmullen | Brand Manager | |||
| Tosha Stegall | Consumer Loan Officer |
90. American Equity Mortgage
Industry: Financial Services
Location: Missouri
Website: americanequity.com
Company Founded: 1992
Company Size: 51-200
Company Address: 1801 Park 270 Drive, St. Louis, Missouri, United States
American Equity Mortgage Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Matthew Gallagher | Life Insurance Specialist | |||
| Taliah Cunningham | Training Specialist | |||
| Brandon Richards | Mortgage Consultant | |||
| Jennifer Boehm | Investment Compliance Specialist | |||
| Samuel Stevens | Branch Manager | |||
| Will Collins | Assistant Branch Manager | |||
| Jason Graves | Mortgage Consultant |
91. Cardinal Investment Advisors
Industry: Financial Services
Location: Missouri
Website: cia-llc.com
Company Founded: 2001
Company Size: 11-50
Company Address: 231 South Bemiston, Clayton, Missouri, United States
Cardinal Investment Advisors Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Matt Padberg | Managing Director, Cardinal Investment Advisors | |||
| Hannah Atkinson | Performance Analyst | |||
| Scott Skornia | Consultant | |||
| Jake Meese | Consultant | |||
| Stephen Keach | Analyst | |||
| Tyler Hasty | Performance Analyst | |||
| Kevin Tucker | Software Engineer |
92. First Heartland Capital, Inc.
Industry: Financial Services
Location: Missouri
Website: firstheartland.com
Company Founded: 1984
Company Size: 51-200
Company Address: 1839 Lake Saint Louis Boulevard, Lake Saint Louis, Missouri, United States
First Heartland Capital, Inc. Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Adam Wolff | Compliance Analyst | |||
| David Hoff | President Of First Heartland Companies | |||
| Brittany Leicht | Recruiter | |||
| Stephen Schreiber | Assistant Vice President Of Advanced Designs | |||
| Blake Rabon | Systems Administrator | |||
| Zeonia Christy | Chief Compliance Officer | |||
| Tony Neiswander | Marketing Coordinator |
93. Missouri Credit Union Association
Industry: Financial Services
Location: Missouri
Website: mcua.org
Company Founded: 1930
Company Size: 11-50
Company Address: 2055 Craigshire Drive, St. Louis, Missouri, United States
Missouri Credit Union Association Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Kristy Bryant | Vice President Of Mortgage Lending | |||
| Zachary Stearns | Webmaster | |||
| Nora Holloway | Director, Public Relations And Online Community | |||
| Garlandra King | Personal Financial Officer | |||
| Michele Fletcher | Real Estate Loan Officer | |||
| Julie Schulte | Director, Professional Development | |||
| Jean Hadley | Credit Union Development Specialist |
94. Heritage First
Industry: Financial Services
Location: Missouri
Website: heritagefirst.net
Company Founded: 1991
Company Size: 1-10
Company Address: 800 West 47th Street, Kansas City, Missouri, United States
Heritage First Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Eric Gray | Partner | |||
| Eric Gray | Partner |
95. Argos Family Office, Llc
Industry: Financial Services
Location: Missouri
Company Founded: 2007
Company Size: 11-50
Company Address: 7733 Forsyth Boulevard, St. Louis, Missouri, United States
Argos Family Office, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Reno Cova | Director And General Counsel | |||
| Joe Harris | Director Of Information Technology | |||
| Kyle Williams | Accountant | |||
| Brandon Harsell | Director Of Tax | |||
| Benjamin Vanlandingham | Tax Manager | |||
| Patricia Abel | Director Of Client Services | |||
| Heather Butkovich | Investment Analyst |
96. Financial Solutions Group
Financial Solutions Group Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Brooks Harris | Investment Advisor, Senior Partner | |||
| Doug Farnsworth | Chief Operations Officer | |||
| Bryan Gosda | Financial Advisor | |||
| Fatima Haider | Assitant Broker | |||
| T David Doll | Vice President Of Client Relations | |||
| Jacob Van Buskirk | Client Relationship Specialist And Credit Advisor | |||
| Brett Wright | Senior Credit Analyst |
97. Epcor - Electronic Payments Core Of Knowledge
Industry: Financial Services
Location: Missouri
Website: epcor.org
Company Founded: 1974
Company Size: 11-50
Company Address: 3100 Broadway, Kansas City, Missouri, United States
Epcor - Electronic Payments Core Of Knowledge Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Aprp Stephanie Mareski | Director, Member Support | |||
| Karen Nearing | Manager, Payments Education And Manager, Fraud And Compliance | |||
| Karen Sylvester | Manager, Payments Education And Manager, Fraud And Compliance | |||
| Brian Laverdure | Director, Emerging Payments Education | |||
| Jeanne Curtis | Executive Assistant To Chief Executive Officer | |||
| Danielle James | Director, Traditional Payments | |||
| Shirley James | Director Of Conferences And Events |
98. Jag Capital Management
Industry: Financial Services
Location: Missouri
Website: jagcapm.com
Company Founded: 1945
Company Size: 11-50
Company Address: 9841 Clayton Road, St. Louis, Missouri, United States
Jag Capital Management Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| James Sindelar | Vice President, Director Of Business Development And Client Service | |||
| Norm Conley | Chief Executive Officer And Chief Information Officer | |||
| Gregory Lowhorn | Investment Associate |
99. Pension Consultants, Inc
Industry: Financial Services
Location: Missouri
Website: pension-consultants.com
Company Founded: 1994
Company Size: 11-50
Company Address: 300 South Campbell, Springfield, Missouri, United States
Pension Consultants, Inc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Cody Mendenhall | Executive Director | |||
| Matthew Seidl | Pension Administrator | |||
| Lisa Butterfield | Director Of Business Operations | |||
| David Kastrevc | Junior Financial Analyst | |||
| Leonna Dabler | Retirement Plan Administrator | |||
| Stephen Mcmahon | Pension Consultant | |||
| Jennifer Mcfadden | Manager |
100. Finlocker
Industry: Financial Services
Location: Missouri
Website: finlocker.com
Company Founded: 2014
Company Size: 11-50
Company Address: 7801 Forsyth Boulevard, Clayton, Missouri, United States
Finlocker Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Bob Hoffman | Vice President Of Customer Success | |||
| Dottie Bailey | Customer Engagement Director | |||
| Laxman Milli | Senior Technical Architect | |||
| Jamie Adams | Technical Operations Manager | |||
| Jamie Adams | Technical Operations Manager | |||
| Steven Hart | Cloud Engineer | |||
| A.j Trujillo | Product Delivery Lead |
| No. | Name | Company | Job Title | Phone | ||
|---|---|---|---|---|---|---|
| 1 | Jason Dugger | Edward Jones | Financial Advisor | |||
| 2 | Fabio Martirani | Edward Jones | Financial Advisor | |||
| 3 | Joshua Hornberger | Edward Jones | Financial Advisor | |||
| 4 | Wes Mcdaniel | Edward Jones | Financial Advisor | |||
| 5 | Cfpâ Kelly Hindman | Edward Jones | Financial Advisor | |||
| 6 | Linda Dill | Edward Jones | Branch Office Administrator | |||
| 7 | Christian Ammon | Edward Jones | Financial Solutions Associate | |||
| 8 | Matt Pomerantz | Wells Fargo Advisors | Officer- Regional Business Development Specialist | |||
| 9 | Ryan Schlick | Wells Fargo Advisors | Business Analyst | |||
| 10 | Crpcâ Raymond Palmer | Wells Fargo Advisors | Managing Director - Investments | |||
| 11 | Matthew Wacker | Wells Fargo Advisors | Financial Advisor | |||
| 12 | Daniel Pulliam | Wells Fargo Advisors | Trading And Service Representative | |||
| 13 | John Kukich | Wells Fargo Advisors | Financial Advisor, First Vice President - Investment Officer | |||
| 14 | Libby Ruzicka | Wells Fargo Advisors | Regional Business Development Specialist | |||
| 15 | Apma Scott Link | Stifel Financial Corp. | Senior Vice President And Investments | |||
| 16 | Bruce Sohn | Stifel Financial Corp. | Vice President And Investments - Stifel | |||
| 17 | James Van Steenhuyse | Stifel Financial Corp. | Managing Director, Arizona Region - Stifel | |||
| 18 | Craig Motsinger | Stifel Financial Corp. | Director Of Aml- Client Intelligence Unit, Customer Due Diligence And Enhanced Due Diligence | |||
| 19 | Adam Berkowitz | Stifel Financial Corp. | First Vice President And Investments | |||
| 20 | Derrick Mcpherson | Stifel Financial Corp. | Compliance Analyst Ii- Aml- Cdd And Edd | |||
| 21 | Aifâ David Hatcher | Stifel Financial Corp. | Vice President And Investments - Stifel | |||
| 22 | Josh Kirby | Veterans United Home Loans | Loan Officer | |||
| 23 | Jason Jones | Veterans United Home Loans | Mortgage Loan Originator | |||
| 24 | Larissa Wollard | Veterans United Home Loans | Human Resources Manager | |||
| 25 | Psa Nathan Boynton | Veterans United Home Loans | Realtor | |||
| 26 | Emily Clapp | Veterans United Home Loans | Associate Director Of Human Resources | |||
| 27 | Joshua Hulen | Veterans United Home Loans | Loan Officer Nmls 1925263 | |||
| 28 | Stephanie Piester | Veterans United Home Loans | Loan Officer | |||
| 29 | Tanner Christensen | Umb Bank | Talent Acquistion Sourcing Consultant | |||
| 30 | Tanveer Singh | Umb Bank | Vice President - Bsa And Aml Compliance | |||
| 31 | Erika Miller | Umb Bank | Vice President And Financial Center Manager Ii At Umb | |||
| 32 | Brian Pillmore | Umb Bank | President And Regional Chief Executive Officer | |||
| 33 | Rich Trease | Umb Bank | Senior Vice President, Commercial Loan Officer | |||
| 34 | Jason Gustafson | Umb Bank | Vp, Commercial Loan Officer Iii | |||
| 35 | Aaron Randolph | Umb Bank | Vice President Commercial Relationship Manager And Commercial Loans | |||
| 36 | Tom Dempsey | Central Bank | Vice President At First National Bank Of St Louis | |||
| 37 | Scott Braden | Central Bank | Residential Mortgage Loan Officer | |||
| 38 | Liz Trader | Central Bank | Banking Center Manager | |||
| 39 | Eric Meruelo | Central Bank | Mortgage Banker Nmls #201548 | |||
| 40 | Andrew Grumney | Central Bank | Chief Of Staff To The President And Chief Operating Officer |
Financial Services companies in different regions of USA
