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Designations / CFA charterholders

CFA charterholders in Missouri

Chartered Financial Analysts pass three rigorous exams focused on investment analysis and portfolio management.

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340 advisors

Confluence Investment Management
45yrs
Mark Keller
Financial advisor
20 Allen Avenue, Suite 300
Saint Louis, MO 63119
Top advisor by experience at Confluence Investment Management
CFA
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First National Advisers
43yrs
Frank Maggiorotto
Financial advisor
1 Ward Parkway
Kansas City, MO 64112
Top advisor by experience at First National Advisers
CFACFP®Fiduciary
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Stifel, Nicolaus & Company
39yrs
Robert Beckmann
Financial advisor
520 Maryville Centre Drive Suite 410
St. Louis, MO 63141
Top 4% by experience in St. Louis
CFAFiduciary
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Forvis Mazars Wealth Advisors
39yrs
Jeffrey Layman
Financial advisor
910 E. St. Louis Street, Suite 200
Springfield, MO 65806
Top 2% by experience at Forvis Mazars Wealth Advisors
CFA
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Sunpointe Investments
38yrs
Michael Pompian
Financial advisor
8301 Maryland Avenue Suite 300
St. Louis, MO 63105
Top advisor by experience at Sunpointe Investments
CFACFP®Fiduciary
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Black Capital Management
38yrs
Terry Black
Financial advisor
Grain Valley, MO
Top 5% by experience in Missouri
CFAFee-only firm
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Alpine Private Wealth
38yrs
Brett Rufkahr
Financial advisor
190 Carondelet Plaza Suite 1300
Saint Louis, MO 63105
Top 4% by experience in Saint Louis
CFAFiduciary
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Cibc Private Wealth Advisors
36yrs
Pamela Lent
Financial advisor
1401 S. Brentwood Blvd
St. Louis, MO 63144
Top 4% by experience in St. Louis
CFAFiduciary
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LPL Financial
35yrs
Ricky Johnson
Financial advisor
7701 Forsyth Blvd., Suite 1000
Saint Louis, MO 63105
Top 6% by experience in Missouri
CFA
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ACR Alpine Capital Research
35yrs
Nicholas Tompras
Financial advisor
190 Carondelet Plaza Suite 1300
St. Louis, MO 63105
Top advisor by experience at ACR Alpine Capital Research
CFAFiduciary
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Focus Partners Wealth
35yrs
Jerrold Grecu
Financial advisor
190 Carondelet Plaza Suite 600
St. Louis, MO 63105
Top 4% by experience at Focus Partners Wealth
CFACFP®
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Stifel, Nicolaus & Company
35yrs
Geoffrey Espe
Financial advisor
8182 Maryland Ave. 10th Floor
Clayton, MO 63105
Top 7% by experience in Missouri
CFA
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Kennedy Capital Management
34yrs
Francis Latuda
Financial advisor
10829 Olive Boulevard
St. Louis, MO 63141
Top advisor by experience at Kennedy Capital Management
CFA
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Wedgewood Partners
34yrs
David Rolfe
Financial advisor
9909 Clayton Rd, Suite 103
St. Louis, MO 63124
Top 8% by experience in St. Louis
CFA
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Cliftonlarsonallen Wealth Advisors
34yrs
Steven Jones
Financial advisor
600 Washington Street Suite 1800
St. Louis, MO 63101
Top 3% by experience at Cliftonlarsonallen Wealth Advisors
CFACFP®Fiduciary
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Wells Fargo Advisors
34yrs
Frederic Luyties
Financial advisor
One North Jefferson Avenue Mail Code: H0004-05g
St. Louis, MO 63103
Top 5% by experience in St. Louis
CFAFiduciary
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Anderson Hoagland & CO
34yrs
Laurance Hoagland
Financial advisor
9811 South Forty Drive, Suite 200
St. Louis, MO 63124
Top advisor by experience at Anderson Hoagland & CO
CFAFiduciary
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Cauble & Harre Wealth Management
34yrs
Peter Harre
Financial advisor
12977 North 40 Drive Suite 213
St. Louis, MO 63141
Top 6% by experience in St. Louis
CFAFiduciary
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Benjamin F. Edwards & Company
34yrs
Joanne Welker
Financial advisor
One North Brentwood Boulevard Suite 850
St. Louis, MO 63105
Top 6% by experience in St. Louis
CFAFiduciary
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LPL Financial
33yrs
Peter Carmack
Financial advisor
Lees Summit, MO
Top 9% by experience in Missouri
CFAFiduciary
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Edward Jones
33yrs
Robin Diedrich
Financial advisor
12555 Manchester Road
St. Louis, MO 63131
Top 3% by experience at Edward Jones
CFACFP®
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Osaic Institutions
32yrs
Gary Ford
Financial advisor
11901 Olive Blvd
Creve Coeur, MO 63141
Top 11% by experience in Missouri
CFAFiduciary
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&partners
32yrs
David Kaslow
Financial advisor
7701 Forsyth Blvd. 8th Floor
Clayton, MO 63105
Top 11% by experience in Missouri
CFAFiduciary
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Baldwin Wealth Management
32yrs
Richard Baldwin
Financial advisor
225 South Meramec Avenue Suite 500 A
St. Louis, MO 63105
Top 8% by experience in St. Louis
CFA
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