Axius Financial
Description
Address: 2085 Bluestone Dr, St Charles, MO 63303 Hours: Closed ⋅ Opens 8:30AM Mon SundayClosedMonday8:30AM–5PMTuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (636) 493-9600: : Place name: : Category: Website: : : : Website: http://www.axiusfinancial.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.
Axius Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Axius Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Axius Financial Salaries. You can even request information on how much does Axius Financial pay if you want to. Learn about salaries, pros and cons of working for Axius Financial directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
16 Axius Financial employees in database. Find out everything there's to know about Axius Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Axius Financial Employees
Employee
Years
Job
Industry
Justin Carr Justin Carr's Axius Financial Experience October 2011 - May 2014
Job Trade Service Representative at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors August 2014 - Present
Axius Financial October 2011 - May 2014
Skills
Series 7, Series 63, Series 65, Insurance, Financial Advisory, Disability Insurance, Long Term Care Insurance, Securities, Retirement Planning, Wealth Management, Asset Allocation, Strategic Financial..., Retirement, Uniform Combined State..., Estate Planning, Wealth, Financial Planning
Education
University of Missouri-Columbia, College of Business 2007 — 2011
BSBA, Finance
Wells Fargo Advisors August 2014 - Present
Axius Financial October 2011 - May 2014
Skills
Series 7, Series 63, Series 65, Insurance, Financial Advisory, Disability Insurance, Long Term Care Insurance, Securities, Retirement Planning, Wealth Management, Asset Allocation, Strategic Financial..., Retirement, Uniform Combined State..., Estate Planning, Wealth, Financial Planning
Education
University of Missouri-Columbia, College of Business 2007 — 2011
BSBA, Finance
Joey Goone Joey Goone's Axius Financial Experience August 2012 - Present
Job Financial Professional at AXIUS Financial
Industry Financial Services
Experience
Axius Financial August 2012 - Present
Utopia Entertainment - St. Louis October 2008 - Present
Enterprise Rent-A-Car May 2011 - August 2011
Panera Bread February 2005 - August 2008
Skills
Financial Advisory, Strategic Financial..., Financial Planners, Auto Detailing, Series 7, Series 63, Series 65, Life Insurance, Cold Calling, Financial Analysis, Trust, Insurance, Retirement Planning, Leadership, Investment Strategies, 401k, Asset Allocation, Employee Benefits, Wealth Management, Finance, Fixed Annuities, Disability Insurance, Customer Service, Financial Planning, Microsoft Office, Management, Investments, Microsoft Excel, Retirement, Marketing
Education
University of Missouri-Columbia 2008 — 2012
Bachelor's degree, Finance and Real Estate
Parkway Central High 2004 — 2008
Axius Financial August 2012 - Present
Utopia Entertainment - St. Louis October 2008 - Present
Enterprise Rent-A-Car May 2011 - August 2011
Panera Bread February 2005 - August 2008
Skills
Financial Advisory, Strategic Financial..., Financial Planners, Auto Detailing, Series 7, Series 63, Series 65, Life Insurance, Cold Calling, Financial Analysis, Trust, Insurance, Retirement Planning, Leadership, Investment Strategies, 401k, Asset Allocation, Employee Benefits, Wealth Management, Finance, Fixed Annuities, Disability Insurance, Customer Service, Financial Planning, Microsoft Office, Management, Investments, Microsoft Excel, Retirement, Marketing
Education
University of Missouri-Columbia 2008 — 2012
Bachelor's degree, Finance and Real Estate
Parkway Central High 2004 — 2008
Kelly Stonebarger Kelly Stonebarger's Axius Financial Experience February 2011 - Present
Job Financial Planning Specialist at Axius Financial
Industry Financial Services
Experience
AXIUS Financial February 2011 - Present
Genex Financial August 2008 - February 2011
A.G. Edwards March 2005 - August 2008
Moneta Group March 2004 - December 2004
A.G. Edwards March 2000 - March 2004
Smith, Moore & Company June 1998 - March 2000
Skills
Personal Financial..., Budget, Education Planning, Retirement Planning, Estate Planning, Risk Management, Survivor Income, Financial Planners, Finance, Series 7, Financial Advisory, Disability Insurance, Strategic Financial..., Securities, Uniform Combined State..., Wealth, Financial Services, Investments, Financial Planning, Wealth Management
Education
Lindenwood University 2001 — 2002
MBA, Management
Lindenwood University 1996 — 1999
BA, Sales/Marketing
Lewis-Palmer High School 1990 — 1994
High School, College Prep
Kaplan University
CFP
AXIUS Financial February 2011 - Present
Genex Financial August 2008 - February 2011
A.G. Edwards March 2005 - August 2008
Moneta Group March 2004 - December 2004
A.G. Edwards March 2000 - March 2004
Smith, Moore & Company June 1998 - March 2000
Skills
Personal Financial..., Budget, Education Planning, Retirement Planning, Estate Planning, Risk Management, Survivor Income, Financial Planners, Finance, Series 7, Financial Advisory, Disability Insurance, Strategic Financial..., Securities, Uniform Combined State..., Wealth, Financial Services, Investments, Financial Planning, Wealth Management
Education
Lindenwood University 2001 — 2002
MBA, Management
Lindenwood University 1996 — 1999
BA, Sales/Marketing
Lewis-Palmer High School 1990 — 1994
High School, College Prep
Kaplan University
CFP
Clint Haynes Clint Haynes's Axius Financial Experience February 2013 - August 2014
Job Financial Planner Serving Business Professionals, Entrepreneurs and Small Business Owners ♦ LinkedIn Expert and Educator
Industry Financial Services
Experience
NextGen Wealth September 2014 - Present
NextGen LinkedIn January 2014 - Present
Axius Financial February 2013 - August 2014
The Mutual Fund Store December 2011 - December 2012
The Mutual Fund Store January 2007 - November 2011
ICMA-RC January 2003 - December 2006
Morgan Stanley May 2001 - December 2002
Skills
Retirement Planning, Mutual Funds, Retirement, Investments, Strategic Financial..., Financial Advisory, Securities, Portfolio Management, Asset Allocation, Wealth Management, Asset Management, Investment Advisory, Risk Management, Investment Strategies, 401k, Finance, IRAs, Financial Planners, Personal Finance, Wealth, Investment Management, Relationship Management, New Business Development, Personal Financial..., Life Insurance, Non-profit Volunteer, Long Term Care Insurance, Disability Insurance, Estate Planning, Financial Planning, Holistic Financial...
Education
Kaplan University 2015 — 2016
CFP Certificate, Certified Financial Planner Study Program
College for Financial Planning 2007 — 2008
Chartered Mutual Fund Counselor, Financial Planning
Missouri State University 1997 — 2001
Bachelor's Degree, Finance, General
NextGen Wealth September 2014 - Present
NextGen LinkedIn January 2014 - Present
Axius Financial February 2013 - August 2014
The Mutual Fund Store December 2011 - December 2012
The Mutual Fund Store January 2007 - November 2011
ICMA-RC January 2003 - December 2006
Morgan Stanley May 2001 - December 2002
Skills
Retirement Planning, Mutual Funds, Retirement, Investments, Strategic Financial..., Financial Advisory, Securities, Portfolio Management, Asset Allocation, Wealth Management, Asset Management, Investment Advisory, Risk Management, Investment Strategies, 401k, Finance, IRAs, Financial Planners, Personal Finance, Wealth, Investment Management, Relationship Management, New Business Development, Personal Financial..., Life Insurance, Non-profit Volunteer, Long Term Care Insurance, Disability Insurance, Estate Planning, Financial Planning, Holistic Financial...
Education
Kaplan University 2015 — 2016
CFP Certificate, Certified Financial Planner Study Program
College for Financial Planning 2007 — 2008
Chartered Mutual Fund Counselor, Financial Planning
Missouri State University 1997 — 2001
Bachelor's Degree, Finance, General
Stephanie Bauer Stephanie Bauer's Axius Financial Experience November 2011 - December 2013
Job Senior Manager, Recruiter at Axius Financial
Industry Government Administration
Experience
Axius Financial November 2011 - December 2013
St. Louis County Government June 2006 - November 2011
National Multiple Sclerosis Society August 2002 - June 2006
Skills
Public Speaking, Non-profits, Event Planning, Public Relations, Fundraising, Social Media, Strategic Planning, Community Outreach, Event Management, Customer Service, Media Relations
Education
Southeast Missouri State University 1998 — 2002
Bachelors of Science, Mass Communication/Public Relations
Axius Financial November 2011 - December 2013
St. Louis County Government June 2006 - November 2011
National Multiple Sclerosis Society August 2002 - June 2006
Skills
Public Speaking, Non-profits, Event Planning, Public Relations, Fundraising, Social Media, Strategic Planning, Community Outreach, Event Management, Customer Service, Media Relations
Education
Southeast Missouri State University 1998 — 2002
Bachelors of Science, Mass Communication/Public Relations
Sophie Beckmann Sophie Beckmann's Axius Financial Experience July 2012 - October 2012
Job Guidance Consultant at Scottrade
Industry Financial Services
Experience
Scottrade December 2013 - Present
Becker and Rosen CPAs LLC December 2012 - December 2013
Self-Employed Freelance Technical Writer July 2012 - December 2013
AXIUS Financial July 2012 - October 2012
Moneta Group June 2011 - November 2011
Edward Jones December 2007 - May 2011
A.G. Edwards & Sons, Inc. 2000 - 2007
A.G. Edwards & Sons, Inc. 2000 - 2007
MPP&W, P.C. 1998 - 2000
Skills
CPA, Certified Financial..., Series 7, Series 66, Personal Financial..., Retirement Planning, Estate Planning, Personal Tax Planning, Wealth Management, Personal Finance Writing, Asset Allocation, Investments, Uniform Combined State..., Personal Finance, Strategic Financial..., Financial Advisory, Series 63, Finance, Tax, High Net Worth..., Financial Analysis, Equities, Mutual Funds, Financial Planning
Education
Quincy University
Bachelor of Science, Accounting
Incarnate Word Academy
St. Roch
Scottrade December 2013 - Present
Becker and Rosen CPAs LLC December 2012 - December 2013
Self-Employed Freelance Technical Writer July 2012 - December 2013
AXIUS Financial July 2012 - October 2012
Moneta Group June 2011 - November 2011
Edward Jones December 2007 - May 2011
A.G. Edwards & Sons, Inc. 2000 - 2007
A.G. Edwards & Sons, Inc. 2000 - 2007
MPP&W, P.C. 1998 - 2000
Skills
CPA, Certified Financial..., Series 7, Series 66, Personal Financial..., Retirement Planning, Estate Planning, Personal Tax Planning, Wealth Management, Personal Finance Writing, Asset Allocation, Investments, Uniform Combined State..., Personal Finance, Strategic Financial..., Financial Advisory, Series 63, Finance, Tax, High Net Worth..., Financial Analysis, Equities, Mutual Funds, Financial Planning
Education
Quincy University
Bachelor of Science, Accounting
Incarnate Word Academy
St. Roch
Alec Schnitzler Alec Schnitzler's Axius Financial Experience May 2012 - May 2014
Job Analyst at Maryville Technologies
Industry Information Technology and Services
Experience
Maryville Technologies June 2014 - Present
Axius Financial May 2012 - May 2014
True Manufacturing May 2011 - August 2011
Education
University of Missouri-Columbia 2008 — 2012
Bachelor of Science (BS), Business Administration emphasis in Finance
Maryville Technologies June 2014 - Present
Axius Financial May 2012 - May 2014
True Manufacturing May 2011 - August 2011
Education
University of Missouri-Columbia 2008 — 2012
Bachelor of Science (BS), Business Administration emphasis in Finance
Robert Huck's Axius Financial Experience March 2010 - January 2011
Job WFA Solutions Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2012 - Present
TOP Consulting STL January 2012 - August 2012
Antrobus Realty January 2011 - January 2012
AXIUS Financial March 2010 - January 2011
Skills
Management, Research, Sales, Leadership, Training, Investments, Strategic Planning, Marketing Strategy, Personal Financial..., Portfolio Management, Financial Advisory, Consulting, Series 7, Series 66
Education
University of Missouri-Columbia 2007 — 2010
Bachelor's Degree, Financial Planning and Services
Saint Louis Community College-Forest Park 2006 — 2007
Associate's Degree, Business Administration and Management, General
Wells Fargo Advisors, LLC September 2012 - Present
TOP Consulting STL January 2012 - August 2012
Antrobus Realty January 2011 - January 2012
AXIUS Financial March 2010 - January 2011
Skills
Management, Research, Sales, Leadership, Training, Investments, Strategic Planning, Marketing Strategy, Personal Financial..., Portfolio Management, Financial Advisory, Consulting, Series 7, Series 66
Education
University of Missouri-Columbia 2007 — 2010
Bachelor's Degree, Financial Planning and Services
Saint Louis Community College-Forest Park 2006 — 2007
Associate's Degree, Business Administration and Management, General
Sara Schack Sara Schack's Axius Financial Experience April 2011 - Present
Job Advisor Assistant at Axius Financial
Industry Financial Services
Experience
Axius Financial April 2011 - Present
Four Seasons Wealth Management August 2009 - April 2011
Education
Parkway North High School
Southwest Missouri State University
Education
University of Missouri-Saint Louis
Axius Financial April 2011 - Present
Four Seasons Wealth Management August 2009 - April 2011
Education
Parkway North High School
Southwest Missouri State University
Education
University of Missouri-Saint Louis
Tony Castelluccio Tony Castelluccio's Axius Financial Experience February 2011 - September 2014
Job Investment Manager at First Class Capital
Industry Investment Management
Experience
First Class Capital September 2014 - Present
Axius Financial February 2011 - September 2014
Eagle Fitness January 2004 - February 2011
Skills
Wealth Management, Asset Protection, Customer Service, Finance, Estate Planning, Investments
Education
University of Missouri-Columbia, College of Business 2006 — 2010
First Class Capital September 2014 - Present
Axius Financial February 2011 - September 2014
Eagle Fitness January 2004 - February 2011
Skills
Wealth Management, Asset Protection, Customer Service, Finance, Estate Planning, Investments
Education
University of Missouri-Columbia, College of Business 2006 — 2010
Kaitlin Drennan's Axius Financial Experience 2012 - 2012
Job Executive Director of Recruitment at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual September 2012 - Present
Axius Financial 2012 - 2012
Merrill Lynch 2011 - 2011
Skills
Recruiting, Customer Service, Leadership, Social Networking, Cold Calling, Sales, Event Planning, Public Speaking, PowerPoint, Social Media, Account Management, Leadership Development, Social Media Marketing
Education
The American College 2013 — 2016
Chartered Life Underwriter
University of Arkansas at Fayetteville 2007 — 2011
Bachelor's Degree, International Relations
St. Thomas Aquinas High School
Northwestern Mutual September 2012 - Present
Axius Financial 2012 - 2012
Merrill Lynch 2011 - 2011
Skills
Recruiting, Customer Service, Leadership, Social Networking, Cold Calling, Sales, Event Planning, Public Speaking, PowerPoint, Social Media, Account Management, Leadership Development, Social Media Marketing
Education
The American College 2013 — 2016
Chartered Life Underwriter
University of Arkansas at Fayetteville 2007 — 2011
Bachelor's Degree, International Relations
St. Thomas Aquinas High School
Thomas R. Reed III's Axius Financial Experience May 2010 - Present
Job President, AXIUS Financial, LLC
Industry Financial Services
Experience
Axius Financial May 2010 - Present
Axius Financial April 2010 - Present
Renaissance Financial September 1994 - April 2010
Renaissance Financial Board of Directors 2004 - 2008
AXA Equitable July 1990 - September 1994
United States Air Force 1985 - 1989
Skills
Securities, Investments, Financial Advisory, Finance, Disability Insurance, Retirement Planning, Strategic Planning, Series 7, Wealth Management, Long Term Care Insurance, Marketing, Strategic Financial..., Banking, Financial Analysis, Asset Allocation, Mutual Funds, Estate Planning, Retirement, Fixed Annuities, Series 63, Portfolio Management, Insurance, Leadership, Financial Services, Life Insurance, Investment Advisory
Education
University of Missouri-Columbia
Axius Financial May 2010 - Present
Axius Financial April 2010 - Present
Renaissance Financial September 1994 - April 2010
Renaissance Financial Board of Directors 2004 - 2008
AXA Equitable July 1990 - September 1994
United States Air Force 1985 - 1989
Skills
Securities, Investments, Financial Advisory, Finance, Disability Insurance, Retirement Planning, Strategic Planning, Series 7, Wealth Management, Long Term Care Insurance, Marketing, Strategic Financial..., Banking, Financial Analysis, Asset Allocation, Mutual Funds, Estate Planning, Retirement, Fixed Annuities, Series 63, Portfolio Management, Insurance, Leadership, Financial Services, Life Insurance, Investment Advisory
Education
University of Missouri-Columbia
Jeff Locker's Axius Financial Experience March 2010 - Present
Job CFS, ChFC, AIF Chief Executive Officer, AXIUS Financial LLC
Industry Investment Management
Experience
Axius Financial March 2010 - Present
Renaissance Financial 1999 - 2010
Skills
Retirement Planning, Wealth Management, Asset Allocation, Strategic Financial..., Investments, Financial Advisory, Series 7, Financial Planning, Investment Strategies, Insurance, Mutual Funds, Securities, Portfolio Management, Retirement, Wealth, Series 63, Fixed Annuities, Estate Planning, Asset Management, Options, Equities, Financial Analysis, Risk Management, Strategic Planning, Budgeting, Business Planning, Financial Modeling
Education
Howell North High School
Truman State University
Axius Financial March 2010 - Present
Renaissance Financial 1999 - 2010
Skills
Retirement Planning, Wealth Management, Asset Allocation, Strategic Financial..., Investments, Financial Advisory, Series 7, Financial Planning, Investment Strategies, Insurance, Mutual Funds, Securities, Portfolio Management, Retirement, Wealth, Series 63, Fixed Annuities, Estate Planning, Asset Management, Options, Equities, Financial Analysis, Risk Management, Strategic Planning, Budgeting, Business Planning, Financial Modeling
Education
Howell North High School
Truman State University
Melissa Sissom's Axius Financial Experience January 2014 - Present
Job Advisor Development at AXIUS Financial
Industry Banking
Experience
Axius Financial January 2014 - Present
Bank of America November 2007 - January 2014
Skills
Credit, Mortgage Lending, Loan Servicing, Reverse Mortgages, Loans, Banking, Retail Banking, Underwriting, Investments, Portfolio Management, Financial Risk, Wealth Management, Residential Mortgages, Refinance, Mortgage Banking, Finance, Loan Origination
Education
Central Methodist College 1999 — 2003
Bachelor of Science (B.S.), Ethics
Axius Financial January 2014 - Present
Bank of America November 2007 - January 2014
Skills
Credit, Mortgage Lending, Loan Servicing, Reverse Mortgages, Loans, Banking, Retail Banking, Underwriting, Investments, Portfolio Management, Financial Risk, Wealth Management, Residential Mortgages, Refinance, Mortgage Banking, Finance, Loan Origination
Education
Central Methodist College 1999 — 2003
Bachelor of Science (B.S.), Ethics
Kyle Goepel's Axius Financial Experience March 2010 - December 2011
Job Investment Consultant
Industry Investment Management
Experience
TD Ameritrade December 2011 - Present
Axius Financial March 2010 - December 2011
Renaissance Financial August 2007 - February 2010
Skills
Investments, Financial Planning, Insurance, Retirement, Retirement Planning, Securities, Estate Planning, Wealth Management, Asset, Wealth, Portfolio Management, Asset Management, Funding, Series 7, Mutual Funds, Financial Advisory, Investment Advisory, Employee Benefits, 401k, Long Term Care, Economics, Customer Relations, Retirement Income..., Annuities, Savings, Budgeting, Options, Asset Allocation, Microsoft Office, Equities, Money, Pensions, Risk Management, Sales Recruitment, Training & Development, Finance, Customer Service, Investment Strategies, Sales, Investment Management, Fixed Income
Education
University of Missouri-Columbia 2003 — 2007
Business, Finance and Banking
TD Ameritrade December 2011 - Present
Axius Financial March 2010 - December 2011
Renaissance Financial August 2007 - February 2010
Skills
Investments, Financial Planning, Insurance, Retirement, Retirement Planning, Securities, Estate Planning, Wealth Management, Asset, Wealth, Portfolio Management, Asset Management, Funding, Series 7, Mutual Funds, Financial Advisory, Investment Advisory, Employee Benefits, 401k, Long Term Care, Economics, Customer Relations, Retirement Income..., Annuities, Savings, Budgeting, Options, Asset Allocation, Microsoft Office, Equities, Money, Pensions, Risk Management, Sales Recruitment, Training & Development, Finance, Customer Service, Investment Strategies, Sales, Investment Management, Fixed Income
Education
University of Missouri-Columbia 2003 — 2007
Business, Finance and Banking