Financial Services Lawyers for Missouri

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Meet some of our Missouri Financial Services Lawyers

Joseph B. - Financial Services Lawyer in Missouri
View Joseph
5.0 (2)
Member Since:
July 28, 2023

Joseph B.

Solo Practitioner
Free Consultation
Lebanon, IN
3 Yrs Experience
Licensed in MO IN
Mitchell Hamline School of Law

I am an attorney licensed in Indiana. I currently work primarily on civil litigation, landlord/tenant matters, and adoption cases. I have over 10 years of labor relations experience, including negotiations, labor contract enforcement, and arbitration experience. I also work with several non-profit groups representing LGBTQ+ groups and indigent clients in housing matters.

Recent  ContractsCounsel Client  Review:
5.0

"Joseph gave me a great deal on a detailed lease with everything I needed included. Would definitely recommend!"

Alan B. - Financial Services Lawyer in Missouri
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5.0 (3)
Member Since:
November 25, 2023

Alan B.

Business Attorney
Free Consultation
Tulsa, OK
12 Yrs Experience
Licensed in MO MS, OK
University of Tulsa College of Law

At Barker Law, we provide clients with superior service in trust, probate, and estate matters and litigation, contract drafting and review, outside general counsel services, negotiation, commercial litigation, and regulatory navigation. We confidently handle transactional and regulatory matters for businesses and individuals. As our feedback shows, we excel at meeting and exceeding our clients needs.

Daniel D. - Financial Services Lawyer in Missouri
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5.0 (8)
Member Since:
September 2, 2024
Michael S. - Financial Services Lawyer in Missouri
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Member Since:
July 26, 2023

Michael S.

Attorney
Free Consultation
Kansas City Metro Area
4 Yrs Experience
Licensed in MO KS
University of Kansas

Born and raised in St. Louis, MO. Bachelors Degree from the University of Iowa. Masters Degree from the University of Melbourne. J.D. from the University of Kansas. Licensed to practice law in Missouri and Kansas. Tennessee currently pending.

Andre T. - Financial Services Lawyer in Missouri
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Member Since:
September 6, 2023

Andre T.

Attorney
Free Consultation
Chicago
33 Yrs Experience
Licensed in MO IL
University of Missouri - Columbia

Commercial Litigation attorney providing advice and counsel to management regarding employment related matters and risk management issues

Jonathan F. - Financial Services Lawyer in Missouri
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Member Since:
January 28, 2024

Jonathan F.

Senior counsel
Free Consultation
St. Louis, Missouri and The Villages, Florida
34 Yrs Experience
Licensed in MO
Saint Louis University School of Law

Trial and transactional attorney with over 30 years experience with complex business transactions and disputes.

Alyssa C. - Financial Services Lawyer in Missouri
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Member Since:
November 13, 2024

Alyssa C.

Attorney
Free Consultation
Chicago, IL
11 Yrs Experience
Licensed in MO IL
George Mason University School of Law

Illinois-licensed attorney with 9 years of experience in public interest work utilizing advanced skills in contract & project management, compliance, investigation, risk management, & training. Proven record developing and managing partnerships to deliver exceptional results in government agencies, non-profits, law firms, and broad community networks leading to multi-million dollar recoveries, risk management, and execution of large-scale program initiatives. Skills include: 1. Project & Contract Management: 9 years in project & contract management tracking project and contract goals, stages, budgets, and deliverables to lead and support program and department initiatives. 2. Compliance, Investigation, & Risk Management: 9 years in law, policy, & programs conducting investigation, research, writing, analysis, and education in administrative agency and court matters relating to: compliance, financial regulation, contracts, employment, workforce development, healthcare, retirement assets, mental health, disability, taxes, immigration, civil rights, grants, benefits, social services, & criminal defense. 3. Training/Teaching: 4 years training co-workers & community partners; 3 years teaching in U.S. & Ecuador (7 total). 4. Technology: Microsoft Office (including Excel), Contract Express, DocuSign, SharePoint, Westlaw, Lexis Nexis, Concordance, GoldFynch, Clio, Smokeball, Qualtrics, Google Forms, Slack, Zoom, Teams, Webex, & Adobe. 5. Spanish: Advanced Spanish skills from 1 year of teaching, studying, & travel in Ecuador, Peru, & Mexico.

Christopher R. - Financial Services Lawyer in Missouri
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Member Since:
March 9, 2025

Christopher R.

Owner-Manager
Free Consultation
Urbandale, Iowa
33 Yrs Experience
Licensed in MO IA, IL
Saint Louis University

Over the course of the past 30 years, in both General Counsel roles (3 times) and in private practice, I have built a successful national real estate transaction, construction, and environmental law practice

Brandon S. - Financial Services Lawyer in Missouri
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Member Since:
April 4, 2025

Brandon S.

Attorney
Free Consultation
Missouri, North Caroline, Washington DC
6 Yrs Experience
Licensed in MO DC, NC
Washington University School of Law

I am a litigation expert of five years with tax experience, strict product liability, sexual abuse, personal injury, motor vehicle accidents, and black mold.

Alexander C. - Financial Services Lawyer in Missouri
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Member Since:
August 23, 2025

Alexander C.

CEO
Free Consultation
Tampa, Florida
6 Yrs Experience
Licensed in MO DC, NE, NJ, OR
The George Washington University Law School

I am a solo practitioner that runs my own legal practice. I am currently licensed in 16 states and I'm working to expand that reach.

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Financial Services Legal Questions and Answers

Financial Services

Loan Agreement

Ohio

Asked on Jun 1, 2025

Can a lender change the terms of a loan agreement without my consent?

I recently entered into a loan agreement with a lender to borrow funds for a business expansion project. However, I have received a notice from the lender stating that they intend to change certain terms of the loan agreement, such as increasing the interest rate and extending the repayment period, without seeking my consent. I am concerned about the legality of such changes and the impact they may have on my business.

Gary S.

Answered Jun 25, 2025

Generally no, a lender cannot unilaterally change the terms of a loan agreement without the borrower's consent. Loan agreements are binding contracts, and any modification to the terms (such as interest rate, repayment schedule, or collateral requirements) typically requires both parties to agree to the change. However, depending on the agreement's terms and the type of loan, there are some nuanced exceptions. Some loan agreements permit changes without borrower consent, such as variable rate provisions, default provisions (allowing changes if borrower is in default), or loan servicing clauses (ex. payment instructions can usually be modified unilaterally). However, in each case, these rights to modify the terms must be clearly stated in the loan agreement, and if the agreement is silent, the lender cannot change the terms without the consent of the borrower. The information provided in this response is for general informational purposes only and does not constitute legal advice. No attorney-client relationship is formed by this communication. For advice specific to your situation, please seek legal counsel.

Read 1 attorney answer>

Financial Services

Investment Advisory Contract

California

Asked on Aug 11, 2024

Can an investment advisory contract be terminated by the client if they are dissatisfied with the services provided?

I am seeking legal advice regarding an investment advisory contract that I have signed with a financial advisor. I have been dissatisfied with the services provided so far, as the advisor has not been transparent about their fees and has made poor investment decisions. I want to know if I have the right to terminate the contract and what the potential consequences or obligations might be if I do so.

Jonathan W.

Answered Sep 10, 2024

Generally speaking and without seeing the contract, there are usually two ways to get out of contract - (i) under the terms of the agreement or (ii) breaching the contract. First, without a breach of the agreement to determine whether you can do this you need to review the contract to see if there are service levels, promised returns, or other commitments that the IA is not meeting. Then you need to look at the section on termination in the contract and see if their failure to fulfill their obligations is covered and what the process is for termination, i.e. is there a breach cure period, is there a dispute resolution provisions, any penalty/fee for early termination and what are the notice provisions. The other way is to Breach the contract which would be stopping performing your obligations under it which I would assume without seeing it are likely just payment of fees. The potential consequences of breaching a contract could include lawsuits, financial penalties, and damage to your reputation. Also before resorting to breaching the contract, I would suggest exploring negotiation with the Investment Advisor as they may be willing to amend the terms or agree to an early termination. I will also add, in any event, you should be keeping a detailed record of all communications with the Investment Advisor, especially if there are performance issues or disputes. This documentation can be crucial if legal action becomes necessary.

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