Adrian Stillman (CRD# 2634258) is an Investment Advisor Representative working at Quantumleap Wealth Management, LLC in Saint Charles, MO and has over 24 years of experience in the finance industry. Adrian Stillman 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.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aquilant | Town & Country, MO | Apr 2016 - Current | 8 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Apr 2016 - Current | 8 |
| Lakeview Capital Partners | Chesterfield, MO | Nov 2013 - Mar 2016 | 2 |
| Sterne Agee Financial Services, Inc. | Birmingham, AL | Nov 2013 - Oct 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1999 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1999 |
- MO
-
Total Assets Under Management6MILLIONS
-
Total Number of Accounts73ACCOUNTS
-
Average Account Value$85,009
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Other
MO
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.