James Pieper (CRD# 6684905) is an Investment Advisor Representative working at Krilogy in Saint Louis, MO and has over 2 years of experience in the finance industry.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Krilogy Financial | St. Louis, MO | Apr 2021 - Current | 3 |
| Moneta Group | St. Louis, MO | Nov 2018 - Apr 2021 | 2 |
| Swiss Re | Lenexa, KS | Jan 2018 - Nov 2018 | < 1 |
| Unemployed | Lenexa, KS | Oct 2017 - Jan 2018 | < 1 |
| Tradebot Systems | Kansas City, MO | Jun 2017 - Oct 2017 | < 1 |
| Homoly Associates | Kansas City, MO | Jun 2016 - Jun 2017 | 1 |
| University Of Mo Kc | Kansas City, MO | Jun 2016 - Jun 2017 | 1 |
| University Of Il-urbana Champaign | Champaign, IL | Aug 2012 - Jun 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2021 |
- MO
-
Total Assets Under Management2,505MILLIONS
-
Total Number of Accounts7,299ACCOUNTS
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Average Account Value$343,251
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, FL, GA, IA, IL, KS, LA, MA, MD, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA
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