Milton WilkinsCRD Number: 2969908
Current Firm: Rbf & Company Wealth Advisors
Milton Wilkins (CRD# 2969908) is an Investment Advisor Representative working at Rbf & Company Wealth Advisors in Saint Louis, MO and has over 20 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Mml Investors Services, LLC
|Triad Advisors, Inc.||St. Louis, MO||Jul 1998 - Current||19|
|Roman, Butler, Fullerton||Creve Coeur, MO||Nov 1997 - Current||20|
|Mercer Investment Consulting (f/k/a Hammond Assoc.)||St. Louis, MO||Aug 2003 - Dec 2015||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1997|
|S65||NASAA Investment Advisors Law Examination||Aug 2003|
Total Assets Under Management259MILLIONS
Total Number of Accounts977ACCOUNTS
Average Account Value$265,177
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, IL, MO, NH, OH, TX
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.