Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Joe Allaria (CRD# 6122862) is an Investment Advisor Representative working at CarsonAllaria Wealth Management in the St. Louis/Metro-East area.
Joe Allaria has also 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Mr. Allaria is also considered...
Kendall Young (CRD# 5081598) has over 17 years’ experience at Matter Family Office providing independent and objective advice to clients regarding family wealth management. My focus is on creating and implementing financial strategies that generate tax-efficient wealth accumulation, retirement income and asset protection. I enjoy leading families in all areas of their financial life including coordination of income tax planning, estate planning and insurance reviews.
Whether you've recently sold a business, inherited wealth, or have a pending retirement, Matter thrives...
Andrew Glenn (CRD# 5155069) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Clayton, MO and has 8 year of experience in the finance industry.
Christian Luetkemeyer (CRD# 5500591) is an Investment Advisor Representative working at LPL Financial in Troy, IL and has over 8 years of experience in the finance industry.
Christian served in the US Navy for eight years before coming into the financial industry. He has a degree from Excelsior College in New York and received his financial training at Edward Jones before moving to LPL Financial after six years.
Christian is very involved in his community. He is the immediate past President of the Troy Chamber of Commerce, a member of the Troy VFW Post 976 Honor Guard and the Sergeant-at-Arms...