John HefeleCRD Number: 1073818
Current Firm: Fiduciary Advisors, Inc.
John Hefele (CRD# 1073818) is an Investment Advisor Representative working at Fiduciary Advisors, Inc. in Saint Louis, MO and has over 34 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|Fiduciary Advisors, Inc.||St. Louis, MO||Jun 2000 - Current||17|
|Meramec River Bluffs, Inc.||St. Louis, MO||Dec 1988 - Current||29|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1983|
|S65||NASAA Investment Advisors Law Examination||Jun 1997|
Total Assets Under Management687MILLIONS
Total Number of Accounts314ACCOUNTS
Average Account Value$2,189,273
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops