CI
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
823 advisors
Number of Clients
34,999 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$95.9B
Fee Structure
Financial Planning:Included in AUM fee
This firm does not provide a fixed AUM fee schedule. Fees are likely negotiable. Contact the firm directly for specific fee information.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingCharitable Giving
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Advisor Information
Office location
190 Carondelet Plaza, Suite 600, St. Louis, MO, 63105
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Focus Partners Wealth, LLC
July 2024 - Present · 1 yr 6 mos
Focus Partners Advisor Solutions, LLC
July 2024 - Present · 1 yr 6 mos
Previous Registrations
Stifel, Nicolaus & Company, Incorporated Broker
July 2024 - August 2024 · 1 mo
Stifel, Nicolaus & Company, Incorporated
July 2024 - August 2024 · 1 mo
Buckingham Strategic Wealth, LLC
May 2022 - July 2024 · 2 yrs 2 mos
Multi-Bank Securities, INC.Broker
October 2021 - January 2022 · 3 mos
Wells Fargo Clearing Services, LLC Broker
September 2018 - July 2021 · 2 yrs 10 mos
State Registrations2 states
FLMO
Advisor
Exams
No exam information available for this advisor.