CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Business Owner Strategies, Inc. (d/b/a Asa Advisors, Inc.) | St. Louis, MO | Jul 2014 - Current | 9 |
| Trinity Wealth Advisors, LLC | St. Louis, MO | Jun 1998 - Current | 25 |
| Trinity Wealth Securities, LLC | St. Louis, MO | Jun 1998 - Current | 25 |
| Self Employed | St. Louis, MO | Apr 1993 - Current | 31 |
| B.o.s. Group, Inc. (dba Asa Group, Inc.) | St. Louis, MO | Jul 1992 - Current | 31 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1986 |
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Total Assets Under Management257MILLIONS
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Total Number of Accounts524ACCOUNTS
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Average Account Value$489,635
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, IL, MO, NE, TX
Alan M. Smith is a representative of, and securities are offered through, Trinity Wealth Securities, LLC, Member FINRA.
Investment advisory services offered through Business Owner Strategies, Inc., also conducting business as ASA Advisors, Inc.
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