Lee Neumann, financial advisor Chesterfield MO
96 score

Lee Neumann

CRD Number: 1148913
Current Firm: Ssn Advisory, Inc.

Lee Neumann (CRD# 1148913) is an Investment Advisor Representative working at Ssn Advisory, Inc. in Chesterfield, MO and has over 32 years of experience in the finance industry. Lee Neumann has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Ssn Advisory, Inc. St. Louis, MO Apr 2006 - Current 10
Securities Service Network, Inc. Chesterfield, MO Mar 2006 - Current 10
General American Life Insurance Company St. Louis, MO Feb 1997 - Current 19
Metro Financial Group St. Louis, MO Apr 1983 - Current 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1984
S65 NASAA Investment Advisors Law Examination Jul 1998
Contact Info for Lee O. Neumann
Phone Number: 800-264-5499
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    1,482
    MILLIONS
  • Total Number of Accounts
    8,662
    ACCOUNTS
  • Average Account Value
    $171,117
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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