A plan for today, tomorrow and generations to come

Medelberg Group

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Charlie

    Charlie Medelberg

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • MA
    • MI
    • MO
    • NC
    • NE
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI

    Charlie Medelberg has nearly four decades of experience serving as a Financial Advisor, in which he focuses on listening and determining what is truly most important to his clients to understand their entire financial picture. This holistic approach includes providing personalized wealth management advice on investments, insurance, lending solutions, educational funding, as well as retirement and estate planning strategies. He is committed to helping his clients understand both sides of their personal balance sheet. Prior to joining UBS, Charlie spent 15 years working as a Financial Advisor at Morgan Stanley and 20 years with Merrill Lynch.

     Charlie received a bachelor’s degree in Banking & Finance from the University of Missouri and holds the Series 7 and 63 licenses. He is passionately committed to his community and has worked with a number of local charitable organizations including the Ronald McDonald House, The Covering House, and Logos School. Charlie enjoys traveling and experiencing all that the United States has to offer with his wife and two daughters.

          17107 Chesterfield Airport Rd
          Suite 200
          Chesterfield, MO 63005
        • stacey

          Stacey Koziatek

          Financial Advisor

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          • AL
          • AR
          • AZ
          • CA
          • CO
          • CT
          • FL
          • GA
          • HI
          • IA
          • ID
          • IL
          • IN
          • KS
          • KY
          • MA
          • MI
          • MN
          • MO
          • NC
          • NE
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OK
          • OR
          • SC
          • TN
          • TX
          • UT
          • VA
          • VT
          • WA
          • WI

          Stacey Koziatek has 20 years of experience providing financial and wealth management guidance and services. As a Financial Advisor, Stacey works to deliver personalized advice and solutions tailored to each client’s individual needs and goals. She is also responsible for coordinating and managing the team’s outreach strategies. Prior to joining UBS, Stacey served as a Financial Advisor with Morgan Stanley for five years. Previously, she worked as a Registered Private Wealth Associate at Merrill Lynch for 13 years.  

          Stacey holds the Series 7, 66 and 31 FINRA registrations and is insurance licensed. Outside of the office, Stacey is very involved in her community and is an active member of her local Chamber of Commerce. She enjoys doing charitable work and is a supporter of the Make-A-Wish Foundation and St. Jude. Her other passions include teaching and practicing yoga as well as spending time with her three children.

           

                17107 Chesterfield Airport Rd
                Suite 200
                Chesterfield, MO 63005
              • will

                Will Sellenriek

                Client Associate

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                • AL
                • AR
                • AZ
                • CA
                • CO
                • CT
                • FL
                • GA
                • HI
                • IA
                • ID
                • IL
                • IN
                • KS
                • KY
                • MA
                • MI
                • MN
                • MO
                • NC
                • NE
                • NJ
                • NM
                • NV
                • NY
                • OH
                • OK
                • OR
                • SC
                • TN
                • TX
                • UT
                • VA
                • VT
                • WA
                • WI

                Prior to joining UBS, Will began his career with Morgan Stanley in April of 2023. Upon graduating from the University of Missouri-Columbia in 2022 with a B.A. Finance & Banking, Will started off his professional career as a FA, and is now a Client Associate with the Medelberg Group. He currently holds his Series 7, 63, 65 FINRA registrations and is insurance licensed.

                Will is looking to become more involved in his community over the next couple years while continuing to golf and be able to hang out with his family.

                      17107 Chesterfield Airport Rd
                      Suite 200
                      Chesterfield, MO 63005

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