Adk Wealth Advisory Group

Adk Wealth Advisory Group (CRD# 175085) is a financial advisory firm headquartered in Saint Louis, MO. They manage $302,664,808 in 1,126 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    303
    MILLION
  • Total Number of Accounts
    1,126
    ACCOUNTS
  • Average Account Value
    $268,796
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, IL, IN, MI, MN, MO, OH, OR, TN, TX

Financial Advisors at Adk Wealth Advisory Group
Showing 1 - 5 of 5 top financial advisors.
1
Samuel P. Miller
CRD#: 5370097
12935 North Outer Forty Road, Suite 101, Saint Louis, MO 63141
93
Wealthminder
score

Samuel Miller (CRD# 5370097) is an Investment Advisor Representative working at Adk Wealth Advisory Group in Saint Louis, MO and has over 6 years of experience in the finance industry.

2
Veronica Steck
CRD#: 5539949
12935 North Outer Forty Road, Suite 101, Saint Louis, MO 63141
93
Wealthminder
score

Veronica Steck (CRD# 5539949) is an Investment Advisor Representative working at Adk Wealth Advisory Group in Saint Louis, MO and has over 6 years of experience in the finance industry.

3
Donald D. Vaught
CRD#: 4896175
12935 N Outer Forty Dr, #101, Creve Coeur, MO 63141
93
Wealthminder
score

Donald Vaught (CRD# 4896175) is an Investment Advisor Representative working at Adk Wealth Advisory Group in Creve Coeur, MO and has over 12 years of experience in the finance industry.

4
Daniel C. Davis
CRD#: 1846079
12935 North Outer Forty Road, Suite 101, Saint Louis, MO 63141
86
Wealthminder
score

Daniel Davis (CRD# 1846079) is an Investment Advisor Representative working at Adk Wealth Advisory Group in Saint Louis, MO and has over 29 years of experience in the finance industry. Daniel Davis has 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 put clients' interests first and comply with the Financial Planning Practice Standards.

5
Cory C. Kraft
CRD#: 1914001
12935 North Outer Forty Road, Suite 101, Saint Louis, MO 63141
86
Wealthminder
score

Cory Kraft (CRD# 1914001) is an Investment Advisor Representative working at Adk Wealth Advisory Group in Saint Louis, MO and has over 29 years of experience in the finance industry. Cory Kraft has 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 put clients' interests first and comply with the Financial Planning Practice Standards.

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